Customer: ID

The Customer: ID field in the SM Work Order Quotes form, header Info tab.

If you entered a work order for this quote (in the Work Order field), this field defaults the customer from the work order and is disabled.

If you did not enter a work order for the quote, you can enter either a new customer or an existing customer as follows:

  • If you selected the New Customer check box, enter N or + in this field to have the system generate a number for you. You can also manually enter a customer number, as long as the number is not already in use in AR Customers or SM Customers.

    If you leave this field blank, the system automatically assigns the next available sequential number.

    Note: You must click Create Customer / Site to set up a new customer (in AR Customers and SM Customers) and/or service site (in SM Service Sites). If any required information is missing, the system displays a warning and you must enter the required information and then re-click Create Customer / Site. Once the new customer and/or service is created, the system clears the New Customer and/or New Site check boxes.
  • If the quote is for an existing customer (the New Customer check box is not selected), enter the customer number or press F4 to select from a list of valid SM Customers. Once you enter the customer number, the screen populates with the customer's name and address information.
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