Why:

If the generic customer export facility is enabled in your market, an extra tab will be displayed in the Customer Maintenance window.

This is used to communicate with a third-party accounting system. It also contains any customer data required for the Customer File in the accounting system, in addition to those fields that the standard Fusion Customer File can provide.

 

Where:

From the Customer View, select Customer > Open or click the Open button . This will display the Customer Maintenance window. Select the External Data Update tab.

 

How to Supply Customer Information to a 3^rd Party:

This screen is displayed whenever you Add or Change a customer. Select ‘save and close’ to update Fusion and the Accounting System. The system will respond in one of two ways, depending upon the setup of Fusion parameter DEF101:

•      The details will be written to the Customer File without any checks being made by the accounting system, and the screen will return to the customer list.

•      The details will be checked by the third-party system and any errors will be reported back to Fusion.

You must modify the fields on which errors are reported, then try to ‘save and close’ again. Fusion will not be updated until the data has been confirmed by the accounting system.

Alternatively choose ‘close’ to abandon the update. Data is also exchanged within the Third Party System when you delete, deactivate or reactivate a customer. Again this action may be validated, dependant upon Parameter DEF101.

 

Related Topics:

Creating a Parts Order.

Creating a Workshop Order.