You may setup the Customer On-line Codes one at a time or you can use "Create Customer On-Line Codes" (10.6.x.4) to automatically create them from the existing customer base.

The selection criteria are as follows:

Customer On-Line Code: Enter Cust Code to display.

1. Customer Number: Enter Customer Number.

2. Password:  Make all passwords unique. This is only used on Modem Ports.

3. Term Type: Enter Term Type that this customer will be using. Leave blank to default to standard term type V. This is only used on Modem Ports.

4. Default Order Loc: Enter Default Location Number. If using Modem Ports leave blank to force the customer to choose a location when logging in. If using the Order Import Process, leave blank to default to the customer's servicing location setup in customer entry.

5. Display Warning Message: Enter <Y> if this customer wants a Warning Message displayed when finalizing the quote and the Quantity Shipped is reduced because the Quantity On Hand is less than the Quantity Shipped. Leave blank to not show a warning message.

The following settings are for Mfr, Part and Unit Conversion

6. Substitute COL Code: Enter Customer On-Line Code to use as a Substitute for converting Mfr, Part Number and Unit of Measure for Orders imported from External Systems. If this is used then all other conversion setups will be ignored.

Enter <?> for Customer On-Line Code Lookup.

7. Combine with COL Setup: Enter <Y> or Leave Blank to combine the conversion setups for this customer (or substitute if entered) with the Part, Mfr and Unit conversion setups in Customer On-Line Setup.

8. Your Mfr   Customer Mfr - Under Your Mfr, enter Your Mfr to convert from the Customer's Mfr. Enter <?> for Lookup. Under Customer Mfr, enter the Customer's Mfr that corresponds to Your Mfr.

9. Your Unit  Customer Unit - Enter Your Unit to convert from the Customer's Unit. Enter <?> for Lookup.

10. Use Inventory Source Part File: Enter <Y> to use the Inventory Source Part File to convert Part Numbers. This will work if there is only one part number that matches. If there are multiple parts with the same source part then this will not work.

11. Use Inventory Bar Code File: Enter <Y> to use the Inventory Bar Code File to convert Part Numbers. This will work if there is an exact match to a bar code entered in inventory.

12. Your Part Number  Your Unit   Customer Part Number and Unit - Enter Part Number to convert from Customer's Part.

13. Conversion Functions: Enter Electronic PO Conversion Fuctions. Enter <?> for List of available functions.