The customers file is designed to hold all information about a customer.
When using Epicor Manifest Application, the customers will be built organically when a shipment is freighted to that customer.
Customer ID:
This field is used to define the customer ID for the customer. The Epicor ERP passes this value when shipments are processed. NOTE: this is the Epicor ERP Customer NUMBER not Customer ID.
Alternate ID:
NOT USED in Epicor Manifest Application.
Address:
This button 
will bring up the Address Entry Popup to associate with the billing address.
Contact:
This field is used to define the name of the primary contact for the customer.
Phone #:
This field is used to define the phone number of the primary contact for the customer.
Tax ID:
This field is used to define the Tax ID Number for the customer.
Priority:
NOT USED in Epicor Manifest.
Shipment Notification Email Address:
This field is used to define the email addresses that the shipment confirmation email will be sent to. This is a semi-colon delimited list.
NOTE: If you use this field and the email in Epicor, the customer will get 2 notices for Parcel Shipments.
Shipping Charge Scheme:
This drop down is used to select the scheme that is used for shipping charges for the customer. See Maintenance | Shipping Charge Schemes for more information.
Note:
NOT USED in Epicor Manifest.
Blind Ship As This Address:
This flag is used to define if the bill to of the customer is printed as the "ship from" address
On Hold:
NOT USED in Epicor Manifest.
Ship To:
This field is used to define the Ship To ID for the ship to. This value must be unique.
Address:
This button 
will bring up the Address Entry Popup to associate with the billing address for the ship to.
Contact:
This field is used to define the name of the primary contact for the ship to.
Phone #:
This field is used to define the phone number of the primary contact for the ship to.
Shipment Notification Email Address:
This field is used to define the email addresses that the shipment confirmation email will be sent to. This is a semi-colon delimited list. NOTE: If you use this field and the email in Epicor, the shipto will get 2 notices for parcel shipment.
Note:
NOT USED in Epicor Manifest Application.
NOT USED in Epicor Manifest Application.
NOTE: If the billing record has been used, you cannot delete. Records are marked as Obsolete.
Address:
This button will bring up the Address Entry Popup to associate with the billing address for the selected ship to.
Carrier:
This drop down is used to define the carrier this record relates to.
Type:
This drop down is used to identify the billing type of below account number.
Account #:
This field is used to define the Account Number for carrier use (if applicable).
Default Billing Address:
NOT USED in Epicor Manifest.
NOT USED in Epicor Manifest Application.
NOTE: If the billing record has been used, you cannot delete. Records should be marked as Obsolete.
Address:
This button will bring up the Address Entry Popup to associate with the billing address for the selected customer.
Carrier:
This drop down is used to define the carrier this record relates to.
Type:
This drop down is used to identify the billing type of below account number.
Consignee – NOTE: If using UPS Parcel, recommend using 'UPS Freight Collect'. Written agreement with UPS, bills alternate location without account number provided. (protects customers privacy) This billing type is also used for LTL Freight Collect and the account = Blank (not required). When creating the customer billing account, the account number should be entered as “CONSGN”, the UPS will look up the consignee’s UPS account number for billing freight. (UPS = yes, FedEx=Not Allowed)
FedEx Collect – Ground shipments only – account number is optional (9 digits). Address is not required. This is similar to UPS Consignee Billing and is supported for FedEx Ground shipments only. No account number is required - FedEx will have the recipients FedEx account number on file.
FedEx Recipient – For parcel and LTL – requires account #(9 digits), bills recipient for freight. No shipping charges added to customer invoice. Account number is not required if shipping LTL (truck).
Shipper – Free freight – prepaid, no add - charges sender for freight, does not post charges back to customer invoice.
Third Party – Bills freight charges to a third party account, account number and address required – used for FedEx and UPS. For LTL account number is “not” required; billing address information is mandatory.
UPS Freight Collect NOT COD– For air or ground collect shipments, account # required (6 digits/characters) - No shipping charges added to customer invoice.
Account #:
This field is used to define the Account Number for carrier use (if applicable).
Default Billing Address:
NOT USED in Epicor Manifest Application.
If using Routing Guide functionality, you must first setup a ship code 'RG' in Epicor ERP and in Epicor Manifest Application. See Maintenance | Customers. Based on the below criteria, when users select 'RG' for the ship code, the system will automatically select the appropriate shipvia.
Country:
Country of shipping address.
Minimum Weight:
Minimum weight for the shipment to qualify for this Ship Code.
Maximum Weight:
Maximum weight for the shipment to qualify for this Ship Code.
Ship Code:
Ship Code to use if shipment meets the above qualifications.
Billing Account:
If using a billing account with this Ship Code, select from the Billing Records for this Customer/ShipTo.
State:
Select the states that this information would qualify for. Selecting all is the same as selecting none.
Description:
This field is used to define the name or long description of the document.
Document Type:
This drop down is used to define the document type. The options of this drop down are populated by Administration | Miscellaneous Codes | Addl Info screen.
Override Default Document:
This flag is used to determine if the currently selected document replaces the standard version of the document. If it does not replace the standard document, it is printed in addition to it.
# / Copies:
This field is used to determine the number of copies that should be printed for the selected document. The default value for this selector is 1.
Use Custom Document:
This flag is used to determine if Epicor Manifest Application should use the document define in the Document Source field.
Document Source:
This field is used to define the location of the .rpt file for the selected document.
Not currently used in Epicor Manifest Application.
Not currently used in Epicor Manifest Application.
NOTE: Values in this Pane over write the values setup in the Application Settings or Miscellaneous Setting file and are specific to this customer.
Incoterms:
Terms Location:
NAFTA Blanket From Date:
NAFTA Blanket To Date:
Reason for Export:
Sets the Reason for Export for International Documents.
Drop Down Options:
Gift
Repair
Sale
Sample
Warranty
Declaration Statement:
The Declaration Statement Code provides the legal explanation that US Customs uses to process your shipment.
Invoice - I hereby certify that the information on this invoice is true and correct and the contents and value of this shipment is as stated above.
NAFTA - I hereby certify that the goods covered by this shipment qualify as originating goods for purposes of preferential tariff
treatment under NAFTA.
EEA - The exporter of the products covered by this document declares that except where otherwise clearly indicated these products are of EEA preferential origin.
General Description Of Goods:
Sets the Description of Goods for International Documents.
Producer:
Sets the Producer for International Documents.
Drop Down Options:
01 - Available Upon Request
02 - Same as Shipper
03 - Attached
04 - Unknown
Owner Or Agent:
Routed Transaction:
Related Parties:
Export Code: