The Customer Type Codes frame allows you to create and maintain codes to further define customer records from Customer Main. These codes are user defined and used primarily for reporting and tracking purposes.
To create a new customer type, enter a new code value in the Code field (up to 15 alphanumeric characters) followed by a description (up to 50 alphanumeric characters). For example, EXT - External Customer or CON - Contractor.
When finished, click the 'Save' button at the top of the screen. You can also disabled existing codes by checking the 'Disabled' box and then clicking 'Save'. You can delete existing codes provided they are not already in use throughout the system.
Last Updated: 06/05/2018
NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.
Additional training and technical documents on this subject may be available in the Resource Files area.