gtCustomer

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This function allows customer masterfile information to be updated into Greentree Desktop. If the Customer Code specified in the function call does not exist in the Company then a new customer record will be created. If the Customer Code does exist then the existing record will be updated with the new information.

this means all the supplied information will be updated, anything left empty in the function will be updated as empty in Greentree Desktop.

Company

The company code that the customer belongs to.

Branch

The branch code that the customer belongs to.

Code

The Customer's identifying code. This must be unique within the company. If the code already exists in the company then the existing record will be updated with the supplied information.

Alpha

The customer's short alpha sort name.

Name

The customer's name.

Addr1

The first address line.

Addr2

The second address line.

Addr3

The third address line.

PostCode

The customer's post code.

Phone

The customer's phone number.

Fax

The customer's fax number.

Email

The customer's email address.

Contact

The name of the customer's contact person.

Mobile

The mobile phone number for the contact person.

Payment Terms.

The customer's payment terms. If this is not specified, the Accounts Receivable Module Control default is used.

Calendar

The financial calendar to use for this customer.

SalesPerson

The salesperson code for this customer.

PriceLevel (optional)

The default inventory price book used by the customer. If not specified the Inventory Module Control default is used.

OrderNoRequired

Options are: True or False. Indicates whether a purchase order number is required for sales to this customer. If not specified, the default is False.

BankName

The bank used by the customer.

BankBranch

The branch of the bank used by the customer.

CurrencyCode

The currency of the customer. If it is not specified the company default is used.

TaxCode

The tax code used by this customer if it varies from the company default.

DebAcct

The GL Accounts Receivable account to be updated if it varies from the company default.

TaxAcct

The GL Output Tax account to be updated if it varies from the company default.

Suburb

The customer's suburb.

CityOrState

The customer's city or state.

TimeZone

The customer's time zone.

WebAdd

The customer's web address.

Returns

• Not Updated - When no error
• Updated - After Greentree update
• Error message - If error encountered

Errors Returned

• Must have a Company identifier
• Invalid Company identifier
• Must have a branch identifier
• Branch does not exist
• Must have a Customer code

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