Contact Management > Setup > Accounts > Create Customer from Account Wizard

Create Customer from Account Wizard

You use this wizard to create a Customer in the Accounts Receivable module using the information from a Contact Management System Account.

Wizard options

Field Description
Screen 1 - Preferences Configure default settings to apply when creating a customer from an account.
Screen 2 - Setup fields  
Customer Allocate a unique code for the customer.

You can only access this field if your customer numbering method is set to Manual and you selected the Customer - Allow override preference.
Date customer created Indicate the creation date to assign to the customer.

You can only access this field if you selected the Date customer created - Allow override preference.
Customer on hold

You can only access this field if you selected the Customer on hold - Allow override preference.

Option Description
Yes Select this to place the customer on hold immediately on creation.
No Select this if you do not want to place the customer on hold immediately on creation.
Screen 3 - AR customer Maintenance The Customers program is loaded. This is to ensure that any rules applied to the creation of customers is adhered to.

You can enter any other information required against the customer before saving your changes.

Screen 4 - Contacts All contacts linked to the account are added to the customer account.
Screen 5 - Customer linked to Account  
Delete Account Delete the account once the new customer has been created.

If you do not select this option, then the customer will remain linked to the account.
Screen 6 - Finish This screen displays the successful addition of the customer, including the customer number and name. Select Finish to complete the process and close the wizard.

Notes and warnings

Program access

  • Select the Create Customer option from either the Browse on Accounts or Accounts program, or right-click on an Account in the treeview pane of the Organization List of the Contact Query program to invoke the wizard.

Account considerations

  • You cannot create a customer from an account if the account is already linked to a customer.

  • Not all fields that are defined against a customer are defined against an account. You need to manually define these fields against the customer as required.

Restrictions and limits

  • The following information is not transferred to the customer when an account is deleted (link not retained):

    • Account code

    • Account type

    • User defined fields 3, 4 and 5

    • Custom form fields not defined against both account and customer

eSignature considerations

Electronic Signatures provide security access, transaction logging and event triggering. This enables you to increase control over your system changes.

Access to the following eSignature transactions within this program can be restricted at Operator, Group, Role or Company level. You configure this using the eSignature Setup program.

eSignature Transaction Description
CMS Account deleted

Controls access to the Delete function in the Accounts, Account to Customer Wizard and Account to Supplier Wizard programs.