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gtCustomer
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 is created. If the Customer Code does exist then the existing record is updated with the new information.
Note: All the supplied information is updated. Anything left empty in the function is 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 in 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.
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.
time zone
The customer's time zone.
WebAdd
The customer's web address.
Returns
- Not Updated - When there is no error.
- Updated - After the function has successfully been updated to Greentree.
- Error message - If an error is 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