LESSON INFO

Facility admins
Operations supervisors
Implementation team members supporting go-live and change control
End users who need to select the correct customer during scheduling, receiving, and shipping

You can log in to Themis-Trace.
You have permissions to view and maintain customers (Customer Viewer/Editor/Creator or equivalent).
You understand how facility context can affect what customer records you can see or select in Themis-Trace.

You can create a minimum viable customer record (required fields only).
You can manage customer address types (Ship-To, Sold-To, Bill-To) without breaking downstream selection.

LESSON OUTLINE

Customers are a facility-scoped configuration
- Customers are maintained under Administration → Customers Maintenance → Customers.
- The Customers grid shows active records by default.
Customer vs address types
- Customer maintenance includes multiple address types:
  - Ship To
  - Sold-To
  - Bill-To
- Address types can be maintained from the customer edit form tabs, and Ship-To/Bill-To/Sold-To also have their own maintenance screens under Customers Maintenance.
Key constraints
- Customer Name is required and must be unique in the system.
- Customer Code should be populated with the Customer DUNS number.
- Deleting is typically blocked when other records reference the customer.

Go to Administration → Customers Maintenance → Customers.
Select New.
Enter the required fields (marked with a blue left border):
- Name
- Line 1
- City
- Country
Optional: add Code (used for synchronizing data between systems).

Note: Customer Code, which is populated with a given Customer’s DUNS number, is necessary for the completion & creation of EDI transactions.

Select Save & Close.
Immediate verification (low risk):
- Confirm the customer appears in the Customers grid.
- Confirm the customer is Active.

Go to Administration → Customers Maintenance → Ship-To Addresses.
Select New.
Provide the required inputs (marked with a blue left border):
- Customer (must be active)
- Name
- Alias Name
- Address fields including Line 1, City, and Country
Select Save & Close.
Immediate verification:
- Confirm the Ship-To appears in the grid.
- Confirm the Ship-To is Active.
- Confirm the Ship-To can be selected in the downstream screen(s) where it is expected.
  - If the screen requires additional context (for example, selecting a Sold-To first), set that context and re-check.

Deactivate (recommended for most change control)
- Use when you want to stop future use while keeping history intact.
Activate
- Use to restore selection in downstream workflows.
Delete (use sparingly)
- Completely removes the customer from the Themis-Trace database.
- Deletion may be blocked if other records reference the customer.

- Likely cause: Wrong facility context, or the customer is deactivated.
- Checks:
  - Confirm you are working in the correct facility.
  - Confirm the customer is Active in the Customers grid.
- Fix: Switch facility context or activate the customer.
- Likely cause: Missing required fields.
- Checks: Confirm required fields (Name, Line 1, City, Country) are filled.
- Fix: Complete missing fields and save again.
- Likely cause: Ship-To deactivated or wrong customer selected.
- Checks:
  - Confirm Ship-To is Active.
  - Confirm the correct Customer is selected.
- Fix: Activate the Ship-To, choose the correct Customer/Sold-To, or create the correct Ship-To.
- Likely cause
  - The customer is referenced by downstream records (for example, receiving, shipping, inventory, scheduling, printouts), and server-side delete protection is blocking deletion.
- Checks
  - Assume the customer already has dependent records.
  - If an error message is shown, capture the exact message and identify the dependent workflow.
- Fix
  - Prefer Deactivate to prevent future selection while preserving history.
  - If deletion is required, remove or reassign dependent records first, then retry.