Add a customer

Note: This function will not be available if Enrich Financials is installed on your system.

1. At the EMMS main menu, click the Customer button. The Work With Customers display screen appears.
2. Click Add . The Add Customer enter screen appears.
3. Type in a unique Customer Number and suffix to identify the new customer.
4. Click Enter . The Edit Customer add screen appears.
5. Fill in the fields as required.

   Credit Limitis the maximum amount of credit to be extended to this customer.

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

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

   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 class from a list.

   Customer Nameis the name of the customer company.

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

   Fuel Billing Customeris the customer number to use when billing this customer for fuel, if different. You can click on the Prompt button to select the customer from a list.

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

   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 of the customer's suffixes.

   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.

   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 work from proceeding.

   Pass Readings From Billing To Shopcan be used to override the business parameter for passing readings from billing to shop for this customer. It identifies whether and what readings should be passed. You can click on the Prompt button to select the value from a list.

   Pass Readings From Shop To Billingcan be used to override the business parameter for passing readings from shop to billing for this customer. It identifies whether and what readings should be passed. You can click on the Prompt button to select the value from a list.

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

   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.

   Province/State Code For Taxidentifies which province or state tax will be applied to this customer. You can click on the Prompt button to select the tax 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.

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

   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.

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

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

   WO Credit Error At %is the upper credit limit percentage allowed. For example, if this value is set at 110% and the customer credit limit is $1000, the user would see an error upon reading $1100. If creating a work order for a customer who has reached this level, an error will be issued and the work order will require supervisor approval to proceed.

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

   Work Order Reminder Textis a single line of text that will be displayed at the bottom of any work order created for this customer.

6. Click Enter to save the customer.

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