Shared Resources - Creating a Customer

The [Customer] button, along the bottom of the Business Partner screen’s Business Partner tab, launches the Customer screen used to create, view, and edit customer records associated with a business partner record and a company (this defaults to default company).

When the [Customer] button is clicked, if a customer record exists for the default company, the Customer screen is launched. If a customer record does not exist for the default company, the following alert is displayed:

To create a customer record for the user’s default company, click the [Yes] button.

For details about the fields on each tab of a customer record, please refer to Accounts Receivable - Maintain Customers.