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Home > Sales Order Management > Defining Customer Information for Sales

Before creating and processing sales orders for a customer, you must create a customer record. The customer record provides default information and instructions that the system uses when processing:

• Sales orders

• Accounts receivable transactions, such as invoices and cash receipts

• Credit and collections information


Because each customer has different needs, you can define information to ensure that transactions are processed correctly, according to the needs and specifications of each customer. The JD Edwards EnterpriseOne Sales Order Management system uses these types of customer-related information:

• Related address information

• Customer billing instructions

• Customer limit amounts

• Date-sensitive customer sets


Upon completion of this lesson, you will be able to:

  1. Understand customer master records.
  2. Create customer master records.