The Sales Order Create: Selection screen has a single field to enter the Customer Number where known.

If the customer number is unknown, use the Customer Search: Select Within to search for the required customer.

The following Search Options are available:

• Customer Name – Enter the customers name or Part of the customers name, at least 2 letters, and use a wildcard '*' option. (A wildcard is a single symbol, in this case a *, which replaces on or more characters)
• Phone Number – Enter the customers phone number including area code. Do Note enter any spaces when entering the phone number.
• Note: Searching via Phone Number is slow and is not recommended.

1. Enter the customer name, part name and wildcard or phone number
2. Click on the Search button to commence the search and generate a list of customers that meet the search criteria.
3. If No customer(s) are returned; repeat the above action, changing the search criteria.
4. If the customer can not be found, click on the Search Again button. Refine the search criteria, and click on the Search button again
5. Select the correct Customer by clicking on the hyperlink (underline) on the Customer number.
6. The 'Sales Order Create' screen will now display the relevant customer information.
7. If the correct customer is not found, contact Partner Support for assistance.