Author: Paul Henriques in: New Features

New Feature – Copy Customer [S2806]

February 16, 2017

We recently created a new screen that will enable users to copy any existing customer record. For example, an existing customer wants to add an additional shipping location address to their account but retain all the existing, finance, shipping or EDI information. To achieve this, you would normally need to recreate a new customer record in Customer Master.

The new Copy Customer [S2806] screen allows you to quickly copy a company record so you can edit the existing information.

1. Open the Copy Customer [S2806] screen.
2. Create a New Customer ID.
3. Select the Existing Customer ID from the drop down menu.
4. Select Yes or No to Copy Purchase Orders.
5. Click the Copy Customer button.
6. Open, Customer Master [S1092].
7. Selected the new Customer ID form the drop down menu.

The new customer record is now ready for editing.


  • Paul Henriques

    Paul Henriques is the current Manager for the Documentation and Training team at OnRamp Solutions Inc. Paul has over 15 years of experience in writing training material and documentation for various software companies. Having had to learn OnRamp ERP to better document it’s features and write training material; Paul is constantly stunned by the amount of thought that goes into each feature and the capabilities that are within the program, with features for all the various business units of a manufactory. Paul spends most of his free time keeping up to date on all the latest news and best practices for the manufacturing sector. Paul’s favorite manufacturing quote: “There is one rule for the industrialist and that is: Make the best quality of goods possible at the lowest cost possible, paying the highest wages possible.” – Henry Ford

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