Customers

With a customer card, you can manage customer information and specify the terms of business with the customer. For more information about creating new customers, see Register New Customers.

This page has the following fields related to the localization functionality:

Field	Description
Full Name	This field contains the full customer name. Can be used in tax and printed forms of documents.
Organization Form	This field specifies the organizational and legal form of customer’s business. When this field is filled in, the Partner Type field is automatically populated based on the Organization Forms directory.
Use Currency For Non-Operation Activity	This field helps determine whether the currency code for the customer’s transactions will be changed according to the currency set on the customer’s card when posting payments.
Return At Price with Revaluation	This field indicates whether revaluations will be taken into account when forming the return price for the customer.
Agreement Posting	This field indicates whether accounting will be maintained by customer or by contracts.
App. With Agreements	This field is related to the Agreement Posting field and indicates whether the customer’s documents should be applied in terms of contracts.
Signer Code	This field is used when creating Sales Orders, Sales Invoices and specifies the code of the signer customer.
Signer Name	This field is used when creating Sales Orders, Sales Invoices and specifies the name (full name) of the signer customer.
Signer Job Title	This field is used when creating Sales Orders, Sales Invoices and specifies the job title of the signer customer.

Ukraine Localization

To cover the Ukraine localization functionality, the following fields have been added to the page:

Field	Description
EDRPOU Code	This field indicates the registration code of the customer according to the Unified State Register of Enterprises and Organizations of Ukraine.
Source Of VAT Registration No.	This field is used when generating tax documents and indicates the source of the tax number in accordance with the register to which the customer’s tax number belongs.
VAT Payer Certificate No.	This field indicates the number of the VAT payer certificate according to the register of VAT payers of Ukraine.
Parent Customer No.	This field specifies the code of the head office if this customer is a branch.
Branch Number	This field specifies the code of the branch if this customer is a branch.
Entities code	This field indicates the code of a non-resident customer, which is a related person. This can be a tax, identification or registration code provided to the customer in its country of registration.

Note If the Signer Code field is filled in, the information about the customer signer (Signer Name and Signer Job Title) will be displayed in the Sales Shipment and Act of completed works printed forms.

Customer Unblocking Approval Workflow

A separate approval workflow has been implemented in the system for controlled unblocking of customer cards. When the workflow is active, you cannot unblock a card with a single click — you need to initiate this workflow and wait for approval from the responsible person.

Setting Up Customer Card Unblocking Workflow

Before using the workflow, you need to:

1. Configure workflow users;
2. Configure users for approvals;
3. Define how users will receive notifications for workflow steps.

The configuration is similar to other approval workflows.

1. Open Workflows using Search.
2. Choose the Create Workflow from Template action.
3. Select the corresponding template — Customer Unblocking Approval workflow.
4. Select the users who should approve the customer card.
5. Enable the workflow by selecting the Enabled checkbox.

To unblock a customer card, use the Send Approval Request action from the customer card page.

To track the approval status of the card, use the FactBox section on the customer card page or the customer list page. It shows the diagram of the current business approval process.

After the customer card is approved, the Blocked field is automatically cleared.