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Select Work > Contract Management > Customers.
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Click New Record.
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Specify this information:
Organization - Specify the organization to which the customer belongs if you use multi-organization security.
Customer Code - Specify a unique code identifying the customer, and then enter the name or a description of the customer in the adjacent field.
Language - Select the customer's language. The language selected will be the default language for the customer in the system.
Currency - Specify the currency for the customer.
Class - Specify the class of the customer.
Out of Service - Select to indicate that the customer is no longer used.
Status - Specify a status to categorize the customer by status.
Parent - Specify the parent company. Using the "Parent" attribute, you can indicate whether a customer is part of a larger organization.
Customer - Select to indicate that this customer purchases goods or services from you. Selecting Customer inserts the customer into the lookup from which you select customers on any other forms within the system. Clear the check box to indicate that the customer does not purchase goods or services from you.
Customer Account Code - Specify the customer's account code to apply to invoices, contracts, or rental contracts generated for this customer.
Customer Cost Center - Specify the customer's cost center to apply to invoices, contracts, or rental contracts generated for this customer.
Tax Code - Specify the supplier's tax code to indicate the tax that must be applied to invoices generated for this customer.
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Specify the customer's Contact Name, Telephone, Fax Number, and E-mail Address.
Our Contact - Specify the customer’s primary contact for your organization.
EDI Number - Specify the customer’s electronic data interchange (EDI) number for processing electronic transaction information.
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Click Save Record.