TABLE OF CONTENTS

• How to Create a Customer - Options Summary
• Who Can Create a Customer?
• How to Create a Customer - Details
  • Create Simple Customer During GBP
  • Push Customer to the Accounting System
  • Create Customer via Customer Reference

How to Create a Customer - Options Summary

There are two ways to create a customer:

1. During Build Plan generation in FCX Web — click + next to Customer on the New Build Plan card. Creates a simple record (name and abbreviation only). Available only when your instance does not require QuickBooks-synced customers for GBP, and only for Project Library Manager.
2. In the Customers reference (FCX Desktop) — open Customers reference →  Create Record, and complete the full customer card. Requires Desktop Integration and permission to create customers.

Use option 2 for a complete customer setup. Option 1 is for a quick add while generating a Build Plan.

Who Can Create a Customer?

During GBP in FCX Web

• If your company uses QuickBooks-synced customers for Build Plan generation, you can only choose customers that already exist in QuickBooks and are linked in Fieldclix. You cannot create a new customer with + on the Web form.
• If that restriction is off, Project Library Manager can create a simple customer (name and abbreviation) with + during GBP.

In the Customers reference (FCX Desktop)

• Users who are allowed to create records in the Customers reference can add a full customer.
• Typically that includes Accountant and Bookkeeper and Project Library Manager, but access depends on how your administrator configured permissions.

Granting create access on Customers usually means the user can see all customers, not only ones they created.

How to Create a Customer - Details

Create Simple Customer During GBP

Use + next to Customer on the New Build Plan card.

You need

• Your instance does not limit GBP to QuickBooks-synced customers.
• Project Library Manager role (and permission to run GBP, e.g. Can generate BPs).

You enter

• Name (required, unique)
• Abbr (required)

The new customer is selected on the request automatically. Other customer details stay empty until someone completes the customer card on desktop.

You can do this as illustrated below:

Push Customer to the Accounting System

Saving a customer in Fieldclix does not instantly create it in QuickBooks or another accounting system. That happens through your company’s accounting integration, when it runs.

Typical flow

1. Someone creates a customer in Fieldclix (during GBP or in the Customers reference).
2. If customer sync to accounting is enabled on your instance, the integration picks up customers that are not yet linked and creates or matches them in QuickBooks (Desktop or Online, depending on your setup).
3. After a successful sync, the customer is linked. Only linked customers appear in GBP when your company requires QuickBooks-synced customers for Build Plan generation.

Practical notes

• A customer added during GBP can be used in Fieldclix right away, but may not exist in accounting until sync completes.
• If your company requires synced customers for GBP, create or sync the customer in QuickBooks first, then select it when generating a Build Plan.

For how fields map between systems, see Field Mapping: QuickBooks and Fieldclix.

Create Customer via Customer Reference

To do this:

1. Ensure Desktop Integration is turned-on
2. Open Quick Launch and search for "Customer" - Open the Reference
3. In the Reference, in the upper left corner, click "Create Record" to add a Customer
4. Fill all required fields and save

The customer can sync to accounting later if that integration is enabled (see Push Customer to the Accounting System above).