NexCom Customer Access Request
How to use NexCom Customer Access Request in Customers: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain the customer master, link addresses and contacts, establish defaults and verify portal access. An address with the customer name in its title is still unlinked until the Links table identifies that Customer record.
This page is a record page in Sales & Marketing → Customers. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Company legal name.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open NexCom Customer Access Request from Sales & Marketing → Customers, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Requesting loginuser | Link Required · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Contact namecontact_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Company legal namecompany_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Phonephone | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Customer / order referenceaccount_reference | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Request detailsmessage | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Statusstatus | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Verified ERP Customercustomer | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer |
Message shown to requesterpublic_message | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Approved byreviewed_by | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.