Document Layout


The Customer Source document includes the Edit Customer Source tab. The system automatically enters data into both the Old and New sections. Selected data fields are available for editing.

Edit Customer Source tab definition



Customer Source Code

Required. A unique code for this customer source code to identify organization relationship.

Customer Source Description

Required. A description for this customer source code relationship to the organization.


Required. The organization relationship for this customer source code

Active Indicator


Indicates whether this customer source code is active or inactive. Remove the check mark to deactivate this code.


Customer Type