QAD Enterprise Applications – Standard Edition
Customer Template Records
As a general rule, the customer in QAD Enterprise Applications is created by taking a copy of the predefined template and then overlaying the template values with the field values supplied by QAD CRM.
Create a customer template record against each integrated domain you specified in the ERP Management Control setting.
To create Customer template record:
• Log in to QAD Enterprise Applications – Standard Edition.
• Go to Customer Maintenance (2.1.1) and create a customer record with the following details:
Customer: QADCRM
Enter details for all required information fields.
Repeat the above steps by logging in to each integrated domain specified in the ERP Management Control settings.