Change a customer

1. At the Asset Management main menu, click on the Customer button. The Work With Customers display screen appears.
2. Right-click on the customer and select Edit Customer. The Edit Customer change screen appears.
3. Change any fields as required.

   Customer Nameis the full name of the customer company.

   Customer Classidentifies what kind of customer this is, e.g. internal, external, owner/operator, etc. You can click on the Prompt button to select the customer class from a list.

   Size of Fleetis the number of equipment units the customer has in its fleet. This is optional.

   Customer Sinceis the date the company became a customer. It is optional. You can click on the calendar button to select the date.

   Credit Limitis the maximum amount of credit to be extended to the customer, no decimals. This is optional.

   Credit on Holdidentifies whether credit can be extended to this customer. Enrich will generate a message if a work order is created for a customer with credit on hold. Values are: No = credit allowed; Yes = no credit.

   Ignore WO Credit Checking- if set to Yes, this allows all work order credit checking to be overridden for the customer. This will be the first check done since, if it is set to "Yes - override credit checking," no further action is required and the work order will always be allowed. Note that this applies to the individual customer suffix level, not to all suffixes.

   WO Credit Warning at %is the credit limit percentage at which a warning should be presented when creating a work order. You will still be able to continue with the work order when this level is reached. So, if this value is set to 80% and the customer credit limit is $1000, the user will see a warning message upon reaching $800, but will still be able to continue with the work order.

   Error At %is the upper credit limit percentage allowed. If creating a work order for the customer who has reached this level, an error will be issued and the work order will require supervisor approval to proceed.

   Maintenance Limitis the dollar limit on a single work order, after which the customer must be contacted before work can proceed. If work exceeding this limit is entered on a work order, a message will be displayed at the bottom of the screen reminding the user to contact the customer. Enrich will not prevent the work from proceeding.

   PO Requiredflags whether or not a purchase order is required from the customer before work can proceed.

   Terms Codeidentifies when the customer is required to pay for work (e.g. net 30 days). You can click on the Prompt button to select the terms from a list.

   Credit Ratingidentifies how good the customer's credit is. You can click on the Prompt button to select the credit rating from a list.

   GST Categoryidentifies how much federal goods and services tax to charge the customer. You can click on the Prompt button to select the category from a list.

   Work Order Reminder Textidentifies how much federal goods and services tax to charge the customer. You can click on the Prompt button to select the category from a list.

   Province/State Code for Taxidentifies which province or state will be used for taxation for this customer. You can click on the Prompt button to select the province or state from a list.

   Pass Readings From Billing to Shopidentifies whether and what readings should be passed from billing to shop. This overrides the business parameter setting. You can click on the Prompt button to select the readings option from a list.

   Pass Readings From Shop to Billingidentifies whether and what readings should be passed from shop to billing. It overrides the business parameter setting. You can click on the Prompt button to select the readings option from a list.

   Print Sublet Parts on Customer Invoiceidentifies whether or not sublet parts should be printed on this customer's invoices, if tracking of sublet parts has been turned on.

   Use 3C Comments on WOidentifies whether work order comments for the customer should be in 3C format -- complaint, cause, and correction.

   Use Standard Billing Hoursidentifies whether or not standard billing hours should be used for this customer. If set to No, Enrich will bill the actual hours from the work order. If Yes, the standard billing hours will be used.

   Fuel Billing Customeris the customer number to be used by this customer for fuel billing, if that customer number will be different. You can click on the Prompt button to select the customer from a list.

   Rental Billable Maintenance Customeris the customer to bill for maintenance work if the unit is on a rental agreement and the Lease Rental business parameter Billable Maintenance Customer Override L/R is set to Rental or Both. You can click on the Prompt button to select the customer from a list.

   Lease Billable Maintenance Customeris the customer to bill for maintenance work if the unit is on a lease agreement and the Lease Rental business parameter Billable Maintenance Customer Override L/R is set to Lease or Both. You can click on the Prompt button to select the customer from a list.

4. Click Enter to save the changes.

Note: If the customer name field and/or the fuel billing customer field appears in pink it means there is an internal description for that customer.

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