Header Information

The Header Information section of the Customer Details screen provides data input fields and a drop down menu. These are used to capture specific customer information.

For more information, click on the fields below.

Fields

• Company-Location ID

  The Company-Location ID field is automatically assigned by the system when entering a new customer into the database.

• Customer Number

  The Customer Number field is used to capture a specific customer number assigned by a user or data entry person.

• Organizational Unit

  The Organizational Unit field contains a drop down menu with pre-populated company organizational units specific to a particular authorized user.