Creating a Customer - Revision history

Anw: Text replacement - "OBS Logistics" to "Aptean"

2025-07-16T14:07:40Z

Text replacement - "OBS Logistics" to "Aptean"

← Older revision		Revision as of 16:07, 16 July 2025
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	\| <center>SPM</center>		\| <center>SPM</center>
	\|}		\|}
	Copyright ~~OBS Logistics~~ © 2008		Copyright Aptean © 2008

	The information contained herein is the property of ~~OBS Logistics~~ and is supplied without liability for errors or omissions. No part may be reproduced or used except as authorised by contract or other written permission. The copyright and foregoing restriction on reproduction and use extend to all media in which the information may be embodied		The information contained herein is the property of Aptean and is supplied without liability for errors or omissions. No part may be reproduced or used except as authorised by contract or other written permission. The copyright and foregoing restriction on reproduction and use extend to all media in which the information may be embodied

Lwinchester: /* Delivery Details */

2010-11-05T12:09:03Z

Delivery Details

← Older revision		Revision as of 14:09, 5 November 2010
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	[[Image:WHSORAO35SIG1.PNG]]		[[Image:WHSORAO35SIG1.PNG]]

	=Delivery Details=		==Delivery Details==

Lwinchester: /* Customer Creation */

2010-11-05T12:08:43Z

Customer Creation

← Older revision		Revision as of 14:08, 5 November 2010
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	=Customer Creation=		==Customer Creation==

	For sales orders to be entered on to the system for a specific customer then a customer code and record must exist for that customer.		For sales orders to be entered on to the system for a specific customer then a customer code and record must exist for that customer.
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	[[Image:WHSORAO35SIG1.PNG]]		[[Image:WHSORAO35SIG1.PNG]]


	=Delivery Details=		=Delivery Details=

Lwinchester: /* Document History */

2010-11-05T12:07:37Z

Document History

← Older revision		Revision as of 14:07, 5 November 2010
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	\| <center>05/11/2010</center>		\| <center>05/11/2010</center>
	\| <center>RELEASED</center>		\| <center>RELEASED</center>
	\| ~~Test Reason~~		\|
	\| <center>SPM</center>		\| <center>SPM</center>
	\|}		\|}

Lwinchester: /* Delivery Details */

2010-11-05T12:07:09Z

Delivery Details

← Older revision		Revision as of 14:07, 5 November 2010
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	Though not mandatory (except post code) enter all known address details, as these will be displayed on any despatch documentation such as labels, despatch note or collection note.		Though not mandatory (except post code) enter all known address details, as these will be displayed on any despatch documentation such as labels, despatch note or collection note.

	Once the above fields have been completed, save the entered record by either using ~~â€˜CTRL~~ and ~~Sâ€™~~ or selecting the 'Save Record' icon.		Once the above fields have been completed, save the entered record by either using 'CTRL and S' or selecting the 'Save Record' icon.

			=Document History=


			{\| Border="1"
			\| <center>'''Version'''</center>
			\| <center>'''Date'''</center>
			\| <center>'''Status'''</center>
			\| <center>'''Reason'''</center>
			\| <center>'''Initials'''</center>

			\|-
			\| <center>Version 1</center>
			\| <center>05/11/2010</center>
			\| <center>RELEASED</center>
			\| Test Reason
			\| <center>SPM</center>
			\|}
			Copyright OBS Logistics © 2008

			The information contained herein is the property of OBS Logistics and is supplied without liability for errors or omissions. No part may be reproduced or used except as authorised by contract or other written permission. The copyright and foregoing restriction on reproduction and use extend to all media in which the information may be embodied

Lwinchester at 12:01, 5 November 2010

2010-11-05T12:01:07Z

← Older revision		Revision as of 14:01, 5 November 2010
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	# The form will open in query mode (turquoise bar top of the screen) the form must be set to entry mode. Use either the 'F4' key on the keyboard or select the cancel query icon.		# The form will open in query mode (turquoise bar top of the screen) the form must be set to entry mode. Use either the 'F4' key on the keyboard or select the cancel query icon.

	[[Image:~~WHSORA035SIG~~.PNG]]		[[Image:WHSORAO35SIG1.PNG]]


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	# '''Full Name''' - The Customer name that will be displayed on the documentation		# '''Full Name''' - The Customer name that will be displayed on the documentation

	[[Image:~~WHSORA035SIG1~~.PNG]]		[[Image:WHSORAO35SIG1.PNG]]

Lwinchester at 11:59, 5 November 2010

2010-11-05T11:59:00Z

← Older revision		Revision as of 13:59, 5 November 2010
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	# The form will open in query mode (turquoise bar top of the screen) the form must be set to entry mode. Use either the 'F4' key on the keyboard or select the cancel query icon.		# The form will open in query mode (turquoise bar top of the screen) the form must be set to entry mode. Use either the 'F4' key on the keyboard or select the cancel query icon.

	[[Image:WHSORA035SIG.~~png~~]]		[[Image:WHSORA035SIG.PNG]]


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	# '''Full Name''' - The Customer name that will be displayed on the documentation		# '''Full Name''' - The Customer name that will be displayed on the documentation

	[[Image:WHSORA035SIG1.~~png~~]]		[[Image:WHSORA035SIG1.PNG]]

Lwinchester at 11:58, 5 November 2010

2010-11-05T11:58:12Z

← Older revision		Revision as of 13:58, 5 November 2010
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	# The form will open in query mode (turquoise bar top of the screen) the form must be set to entry mode. Use either the 'F4' key on the keyboard or select the cancel query icon.		# The form will open in query mode (turquoise bar top of the screen) the form must be set to entry mode. Use either the 'F4' key on the keyboard or select the cancel query icon.

	[[Image:WHSORA035SIG.~~PNG~~]]		[[Image:WHSORA035SIG.png]]


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	# '''Full Name''' - The Customer name that will be displayed on the documentation		# '''Full Name''' - The Customer name that will be displayed on the documentation

	[[Image:WHSORA035SIG1.~~PNG~~]]		[[Image:WHSORA035SIG1.png]]

Lwinchester: New page: =Customer Creation= For sales orders to be entered on to the system for a specific customer then a customer code and record must exist for that customer. # Open the form Customer Wizar...

2010-11-05T11:57:41Z

New page: =Customer Creation= For sales orders to be entered on to the system for a specific customer then a customer code and record must exist for that customer. # Open the form Customer Wizar...

New page

=Customer Creation=

For sales orders to be entered on to the system for a specific customer then a customer code and record must exist for that customer.

# Open the form Customer Wizard -WHSORA035 ( It is possible to find the form in the main menu using the standard search facility in the left hand tool bar, click on the magnify glass)
# The form will open in query mode (turquoise bar top of the screen) the form must be set to entry mode. Use either the 'F4' key on the keyboard or select the cancel query icon.

[[Image:WHSORA035SIG.PNG]]

=Delivery Details=

Details to enter are the fields marked in yellow which are mandatory for the system.

# '''Partner Code''' - a unique 10 alpha/numeric code provided by head office
# '''Full Name''' - The Customer name that will be displayed on the documentation

[[Image:WHSORA035SIG1.PNG]]

Though not mandatory (except post code) enter all known address details, as these will be displayed on any despatch documentation such as labels, despatch note or collection note.

Once the above fields have been completed, save the entered record by either using â€˜CTRL and Sâ€™ or selecting the 'Save Record' icon.