The Customer master data view
Use these settings to edit individual customer master data.
To access this dialog in Admin Center: Click a customer in the Customers view.
Use this view to edit customer master data.
| Profile | |||||||||||||||||
| Customer number, Name, Street, etc. | The master-data fields used to describe the customer. | ||||||||||||||||
| Blocked |
Determines whether the customer is blocked. |
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| Bypass verification |
Determines whether customers without validation errors are sent directly to the target system without verification. Learn more. Office users with the Change bypass verification setting privilege can change this setting. In Admin Center, administrators with the Manage accounts privilege can change this setting. |
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Exclude customer from automatic identification |
When selected, the customer is not used for customer identification; however, it is available for
selection during verification. This is helpful if you have multiple customers with the same name, and you want to designate a
preferred customer by excluding the other customers from automatic identification.
Example Assume you have three customer with the same name, but different addresses.
In this example, the first customer is our preferred customer because almost all of the purchase orders come from the US customer. Therefore, we select Exclude customer from automatic identification on the other two customers. The result is that Kofax AP Essentials identifies purchase orders from ACME Inc. USA correctly, and purchase orders from the other locations will not have the customer selected during verification. In the rare occasions that a purchase order is received from one of the other two customers, you can simply change the customer during verification. All users can change this setting regardless of their privileges. Even users who are not allowed to update master data can change this setting. |
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| EDIT | Makes the customer settings editable. | ||||||||||||||||
| SAVE & CLOSE | Saves the customer information and returns to the customers view. | ||||||||||||||||
| CANCEL | Returns to the customers view. | ||||||||||||||||