Set up configurable codes for customers
You can configure unique codes and captions in the sales and receivables setup.
To set up the configurable code, follow these steps:
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Select the Search icon
, enter Sales & Receivables Setup, and then choose the related link.
The Sales & Receivables Setup page opens. -
On the Configurable Codes FastTab, you can configure up to five customizable attribute codes (Configurable Code 01 to 05) by selecting values in the Code field on the Configurable Codes page. These codes determine how captions and classifications appear across related pages.
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On the Customer Card page, on the Configurable Codes FastTab, when you select a value in the Configurable Code 01 to Configurable Code 05 fields on the Sales & Receivables Setup page, the caption of the Configurable Code 01 to Configurable Code 05 fields on the Customer Card page automatically updates to match the caption defined for the selected code on the Configurable Codes page.
You can configure values for the configurable code related fields by selecting appropriate options from the Code field on the Configurable Code Values page.
If any of the field values are the same, the system displays an error message.
On the Customers page, you can add configurable code fields only by using the Personalize action.