Overview
Maintain customer identities and assignments for receivables and sales.
Before you begin
Confirm the active subsidiary and details approved for master-data maintenance. Existing linked transactions must retain their references.
Main task
- Open Customers under Records and search by name or external identity.
- Create or edit the required identity and contact details.
- Review payment terms and subsidiary applicability before using the customer in an order or invoice.
- Save and confirm the customer is selectable in the active subsidiary.
Check the result
Customer records support sales orders, invoices, customer deposits, and applications. External IDs must remain consistent with connected sources.
If something goes wrong
If inactive or unavailable in your subsidiary, correct status or assignment. Duplicate DMS identities require review rather than a new record.