You use this program to configure default settings you want to apply when creating a customer from an account.
The options on this tab page enable you to indicate how you want selective customer information to be configured.
| Field | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Customer | These options are only available if your customer numbering method is set to Manual. | ||||||||
| Default to account code | Set the customer code to be the same code as the Account code. | ||||||||
| No default | Select this if you do not want to default the customer
code to the Account code. If you select the this option together with the option: Allow override, then you can enter the customer code when using the Account to Customer Wizard program. |
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| Allow override | Change the customer code when using the Account to Customer Wizard program. If you don't select this option, then you will define the customer code in the Customers program before you save the customer details. |
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| Date customer created | |||||||||
| Use date account created | Set the date on which the Account was created as the customer creation date. | ||||||||
| Use current date | Set the date on which the customer is created as the current system's date. | ||||||||
| Allow override | Change the customer creation date when using the Account to Customer Wizard program. | ||||||||
| Customer on hold |
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| Warn if account is on hold | Display a warning if the On hold status against the Account is currently set to Yes. | ||||||||
| Allow override | Change the customer on hold status when using the Account to Customer Wizard program. |
| Field | Description |
|---|---|
| After customer added | |
| Delete account after saving the customer | Delete the Account once the new customer has been
created. The following information is not transferred to the customer details and will be lost if you select this option:
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| Allow override | Select this to manually select whether to delete the
account once the customer is created. You are given the option to delete the Account at the end of the Account to Customer Wizard program, after you saved the customer details in the Customers program. |