Search Customer

Search Customer is a small pop-up window in TIPP PRO (it belongs to the TIPP Transactions pages, which need a TIPP PRO licence). It lets you find an Exact Globe customer by code or name and send your choice back to the transaction page that opened it, for example the customer field on a TIPP sales order. Order entry staff use it whenever they need to pick the right customer without typing the full code.

Before you start

• You do not open this page yourself from the menu. It opens as a pop-up from a customer search button on a TIPP transaction page, and it already knows which Exact Globe division (administration) to search.
• A valid TIPP PRO licence is required. Without it the page shows this message and every control except Close is disabled: “Failed: No TIPP PRO licence available; please reach out to TICE-IT. TIPP Transactions requires a TIPP PRO licence to process transactions (the current licence is ‘name of your licence’). Install the TIPP PRO licence file on the Synergy License Management page (Modules > TIPP > Setup > License).”
• TIPP must be able to connect to the Exact Globe back-office for the division. If it cannot, the search box and the list are hidden and you see an error (see Messages and what to do).
• The customer must exist in Exact Globe with the account status Customer. Prospects and suspects are never listed.

How to find and select a customer

1. On the transaction page, click the search button next to the customer field. The Search Customer pop-up opens. If the field already contained text, that text is filled into the Customer box and the list is searched with it.
2. Type part of the customer code or customer name in the Customer box. You can also type part of the customer’s debtor code. After you leave the box (or press Search) the list refreshes.
3. Look through the list. It shows the columns Customer ID and Name, sorted by name from A to Z, 25 customers per page. Use the paging controls under the list to see more.
4. Click the customer’s code in the Customer ID column. The pop-up closes and the customer is placed in the field on the transaction page. The transaction page then continues as it normally does after you pick a customer.

How to search again or start over

1. Change the text in the Customer box and click Search, or just tab out of the box. The list is rebuilt with the new text.
2. To see all customers, empty the Customer box and click Search. The list then shows every customer in the division, 25 per page.
3. To leave without choosing anyone, click Close. Nothing is changed on the transaction page.

Screen guide

Search field

• Customer: free text. It matches anywhere inside the customer code, the customer name or the debtor code (a “contains” search, not “starts with”). Leave it empty to list all customers. Searching starts automatically when you leave the box.

Buttons

• Search: runs the search with the text in the Customer box.
• Close: closes the pop-up without selecting anything. It stays usable even when the TIPP PRO licence is missing.

Columns

• Customer ID: the customer code. This is the clickable value; clicking it selects the customer.
• Name: the customer name. It is shown for information and is not a link.

What is returned

• When you click a code, the calling page receives that customer plus a label made of the code and name in the form “code – name”. The calling page decides what else to fill in.

Messages and what to do

• “No customers found in division ‘number’.” (or “No customers found in division ‘number’ matching ‘your text’.”): nothing matched. Shorten or change the text, or empty the Customer box. The page adds a second line: “Only accounts with status Customer are listed (prospects and suspects are not). If the account exists in Exact Globe but is missing here, check its status in Globe account maintenance.” Fix the status in Exact Globe if the account should be a customer.
• “Could not connect to the Exact Globe back-office for this division. Check the SQL credentials and the division configuration on the Backoffice Connection page [Modules, TIPP, Setup, Backoffice Connection], and that your TIPP licence is valid [Modules, TIPP, Setup, License].” A technical detail line follows. The search box and list are hidden. An administrator must correct the Backoffice Connection or licence settings.
• “Customer search failed:” followed by a detail: the search could not run. Try again; if it repeats, give the detail text to your administrator.
• The TIPP PRO licence message quoted under Before you start: install a TIPP PRO licence on the License page.

What you cannot do here

• You cannot find prospects or suspects. Only accounts with status Customer appear.
• You cannot create or edit a customer here. Do that in Exact Globe or Exact Synergy.
• You cannot choose the division here. It is set by the page that opened the pop-up.
• You cannot change the sort order. The list is always sorted by customer name.

Related pages

• TIPP Sales Order and TIPP RMA: the transaction pages whose customer field can open this pop-up.
• Backoffice Connection (Modules, TIPP, Setup, Connections, Backoffice Connection): the setup page that must be correct for the search to work.
• License (Modules, TIPP, Setup, General, License): where the TIPP PRO licence file is installed.

Common questions

• What is Search Customer for? It finds a customer by code or name and returns your choice to the transaction page that opened it. Type part of the code or name, then click the code in the Customer ID column.
• How do I pick a customer? Click the value in the Customer ID column. The pop-up closes and the customer is filled in on the calling page.
• Why can I not find a customer I know exists? Only accounts with status Customer are listed. Check the account’s status in Exact Globe account maintenance; prospects and suspects are not shown. Also check that the division is the right one, because the search only covers the division of the calling page.
• Can I search by part of the name? Yes. The text can appear anywhere in the customer code, the name or the debtor code.
• Why does the list only show 25 customers? The list shows 25 customers per page. Use the paging controls under the list to move to the next page.
• Why is everything greyed out and I only get a licence warning? The TIPP PRO licence is missing or invalid. Everything is disabled except Close. Install a TIPP PRO licence file on the License page (Modules, TIPP, Setup, General, License) or contact TICE-IT.
• Why are the search box and list missing? TIPP could not connect to the Exact Globe back-office for the division. Ask an administrator to check the Backoffice Connection page.
• Why is the Customer box already filled? The calling page passes along what was in its customer field, so the search starts with that text.
• Why does a customer show up when I type their debtor code but that code is not in the list? The search also matches the debtor code, but only the Customer ID and Name columns are displayed.
• How do I close without choosing? Click Close.