Suggestions:
System has a provision to copy the existing record and create a new customer record. Users have to select an existing record in the feed view and click on the ‘copy transaction’ widget button on the feed.
Once the copy transaction button is clicked the system opens a new customer record with customer code as blank. And the contact has value ‘9999999999’. Else all the data as it is of the existing customer. Note that, If the same business house is associated with the organization as a customer, supplier, agent or transporter; for all these entities one common contact code for the customer can be given and should be referred to in all these masters.
Users have to enter the new customer code. Once the new customer code is entered, on the item change of cust code, group code, delivery to and bill to get populated with the customer code value.
Users can then change contact number, address, price list etc. But it is recommended that users should not again group code, delivery to and bill to which is already set as per customer code.
Note that, The group code should be customer code of the main office for all other sites.
Also note, Bill to field is customer code you want to bill for Sales of this customer. Useful when your customer code and bill to codes are not the same. This can be used when the billing address of the customer is different from the Sales and delivery address
Users can enter the registration and co-applicant details if required.