You create customer records in the Customers application and associate the customers with
objects in other applications to give the customers user access to those objects.
About this task
A customer record can have a status of Active, Inactive, or Blocked. You specify a Blocked
status for a customer so that the customer cannot open new work, but can be billed for work that is
in progress or completed.
Procedure
- In the Customers application, click Create Customer on
the toolbar.
- Type the name or identifier of the customer.
- Select the currency that the customer uses.
- Specify financial and address details on the customer record.
- Add customer contacts on the Contacts tab. Contacts are created in the People application. You can configure
security settings to restrict the information that the customer contacts
can access.
What to do next
After you have created a customer record, you can enter physical locations where
aircraft or pieces of equipment will be
managed for the customer by using the Service Address application. You can then set up security
groups and restrictions for the customer and associate the customer with customer objects. You can
proceed to set up the inventory, locations for services, and
aircraft or pieces of equipment that are managed for the
customer.