Select a Customer for this Worksheet

This pop-up window is triggered when the Counter Worksheet Details is started with the products before the customer/site information is captured on the document header, so that the correct customer can be defined to enable the products to more accurately reflect the appropriate special pricing, discounts, taxes, damage waiver and insurance limitation information.

Note: This "Select a Customer for this Worksheet" pop-up is not triggered if the first product entered on the Worksheet was selected from the Inventory Search window, as the customer for the worksheet then defaults from the selection filters used in that product search.

CUSTOMER #

Enter the customer for this document or select one from the Accounting Customer Search.

If a specific customer is not selected and this field is left blank, the values default from the Customer to Clone as defined in the "Customer Settings" of the operator's Divisional Contract Parameters.