QAD Enterprise Applications – Enterprise 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.
The process is different from that for the Standard Edition. In Enterprise Edition, not only is a customer created but also a Business relation. The same template mechanism is employed for default data but in this case requires both a Business relation template and Customer template.
A Business relation is not domain-specific, but customers are. You need to create one Business relation template record for the entire system, and one customer template record against each integrated domain specified in the ERP Management Control settings.
To create a Business relation template record:
• Log in to QAD Enterprise Applications – Enterprise Edition.
• Go to Business Relation Create (36.1.4.3.1) and create a business relation record with the following details:
Business Relation: QADCRM
Enter details for all required information fields and select Save.
To create a customer template record:
• Log in to QAD Enterprise Applications – Enterprise Edition.
• Go to Customer Create (27.20.1.1, CreateBDebtor.Create) and create a customer/debtor record with the following details:
Customer Code: QADCRM
Business Relation: QADCRM
Enter details for all required information fields and select Save.
• Go to Customer Data Maintenance (2.1.1) and enter QADCRM as customer and enter details for all required information.
• Repeat the customer creation process for each integrated domain specified in the ERP Management Control settings.