Customer Number
If you select a customer number from Accounts Receivable, Order Entry displays the customer type, price list, territory, tax group, terms, and salesperson split from the customer record. In multicurrency ledgers, it also displays the customer's currency.
On-hold customer. If the customer account is on hold in Accounts Receivable, a message warns you that the order will be placed on hold. You need to remove the hold in Accounts Receivable before you can ship goods and produce the invoice in Order Entry.
Inactive customer or account set. If the customer account or account set is inactive, you cannot enter an order for the customer.
Adding a customer
If you want to add a new customer, you can do it in one of two ways:
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Adding a new customer record in Accounts Receivable. You can type the customer number and click the New button, then enter the customer information “on the fly” in Accounts Receivable before returning to Order Entry to finish entering the order.
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Adding only a customer number and name in Order Entry. You can also type a customer number and name in Order Entry, and enter the remaining customer information later in Accounts Receivable.