Field reference
NexCom Customer Request
How to use NexCom Customer 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.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Category, Subject, Requirements / inquiry.
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 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.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- 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 |
|---|---|---|
Categorykind | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Subjectsubject | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Support tickethelpdesk_ticket | 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: HD Ticket |
Customercustomer | 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: Customer |
Submitted bysubmitted_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 |
Notification emailcontact_email | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Customer referencecustomer_reference | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Requested response deadlinedeadline | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Document typereference_doctype | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Document numberreference_name | Dynamic Link Optional | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Requirements / inquirydescription | Small Text Required | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Requirement lineslines | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: NexCom Customer Request Line |
Indicative budgetbudget | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Budget currencycurrency | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Requested delivery datedelivery_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Delivery countrycountry | 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: Country |
Delivery state / provincestate | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Delivery citycity | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Opportunityopportunity | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Opportunity |
Quotationquotation | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Quotation |
Internal notesinternal_notes | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Child tables
Requirement lines — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Requirement / itemdescription | Small Text Required | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Quantityqty | Float Required | Enter a numeric value using the required unit and precision. |
Unit of measureuom | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
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.