As a System Administrator or an Enterprise Administrator, you can create a Business
Customer definition using the Create Customer screen.
About this task
Note: The fields marked with * in the Create Customer screen are
mandatory.
To create a business customer definition, use the following
procedure:
Procedure
- Navigate to the Create Customer
screen. To navigate to the Create Customer screen, perform the following
steps:
-
Log in to Sterling
Business Center as an
administrator.
- From the Customer Home page,
click New Customer in the Customer dashlet.
The Create Customer screen is displayed.
- In the Create Customer panel, select Business
Customer.
- In the Customer ID box, enter a
unique identifier for the business customer.
- In the Organization Name box, enter
the buyer organization's name.
- In the Parent Customer box, to search
for the parent customer of the business customer being created, click
the Search icon and perform the following steps
in the Basic Customer Search dialog box:
- Enter applicable search criteria and choose the Search icon.
- A list of customers is displayed. Select the check box
next to the applicable customer record and then, click Select.
- Click Save to save the business
customer definition.