Multivers Extended V3 - Create Customer

This document describes the process of creating a new customer in the Multivers Extended V3 ERP system via the App4Sales platform. The process is initiated when a new customer is created in the App4Sales app and submitted to the backoffice.

Trigger & Permissions

The customer creation process is triggered by the InsertOrUpdateCustomerCommand, which is enabled when the connector settings CreateCustomer or EditCustomer are active. The command is executed when a new customer is saved in the App4Sales app.

Payload Mapping

The following tables describe the mapping of App4Sales customer data to the Multivers Extended V3 ERP system.

Customer / Debtor

App4Sales Field	Source Field (API/Excel/DB)	Logic/Notes
CustomerCode	Derived	If the setting `CreateDebtorNumberOnThePortal` is enabled, a new customer code is generated based on a configured number range. Otherwise, it is assigned by the ERP.
CustomerName	`Customer.CustomerName`	Mapped to the `Name` field of the Debtor.
VatNumber	`Customer.VatNumber`	Mapped to the `VatNumber` field of the Debtor.
Currency	`Customer.Currency`	Mapped to the `CurrencyCode` field of the Debtor.
PaymentCondition	`Customer.PaymentCondition`	The payment condition ID is mapped to the `PaymentConditionCode` field of the Debtor.
PriceList	`Customer.UsesPriceField`	The price list ID is mapped to the `PriceListCode` field of the Debtor.
Discount	`Customer.Discount`	Mapped to the `DiscountPercentage` field of the Debtor.
Representative	`customer.UnknownElements["Representative"]` or `customer.UnknownElements["Vertegenwoordiger"]`	The sales representative ID is mapped to the `RepresentativeId` of the Debtor. If not present, the sales representative is retrieved based on the username.

Organisation

App4Sales Field	Source Field (API/Excel/DB)	Logic/Notes
CustomerName	`Customer.CustomerName`	Mapped to the `Name` field of the Organisation.
LanguageCode	`Customer.LanguageCode`	Mapped to the `LanguageId` field of the Organisation.

Addresses

App4Sales Field	Source Field (API/Excel/DB)	Logic/Notes
Street	`Address.Street`	Mapped to the `Street` field of the Address.
HouseNumber	`Address.HouseNumber`	Mapped to the `HouseNumber` field of the Address.
PostalCode	`Address.PostalCode`	Mapped to the `PostalCode` field of the Address.
City	`Address.City`	Mapped to the `City` field of the Address.
Country	`Address.Country`	Mapped to the `CountryId` field of the Address.

Contact Persons

App4Sales Field	Source Field (API/Excel/DB)	Logic/Notes
FullName	`ContactPerson.FullName`	Mapped to the `FullName` of the Person.
FirstName	`ContactPerson.FirstName`	Mapped to the `FirstName` of the Person.
LastName	`ContactPerson.LastName`	Mapped to the `LastName` of the Person.
Email	`ContactPerson.Email`	Mapped to the `EmailAddresses` of the Person.
Phonenumber	`ContactPerson.Phonenumber`	Mapped to the `TelephoneNumbers` of the Person as "Phone number".
MobileNumber	`ContactPerson.MobileNumber`	Mapped to the `TelephoneNumbers` of the Person as "Mobile phone number".

Validation & Defaults

The customer creation process relies on a template-based approach. A template debtor and a template organisation, specified in the connector settings (InsertCustomerTemplate), are used to create new customers. If these templates are not found, the process will fail.

The VAT scenario is determined based on the customer's visiting address country and the connector settings for home country, EU, and outside EU VAT scenarios. If these settings are not configured, a fallback logic is used to determine the VAT scenario.

Response & Error Handling

After a customer is successfully created, the ERP returns a new customer code. This code is then stored in the App4Sales database and associated with the customer. If any errors occur during the process, an exception is thrown and logged. The error message is then displayed to the user in the App4Sales app.

Related Settings & Prerequisites

Setting	Description
CreateCustomer	Enables the creation of new customers.
EditCustomer	Enables the editing of existing customers.
InsertCustomerTemplate	The code of the template debtor to use when creating new customers.
CreateDebtorNumberOnThePortal	If enabled, the connector will generate a new customer code based on a configured number range.
HomeCountry	The home country code for determining the VAT scenario.
VatScenarioCodeHomeCountry	The VAT scenario code for the home country.
VatScenarioCodeEU	The VAT scenario code for countries within the EU.
VatScenarioCodeOutsideEU	The VAT scenario code for countries outside the EU.

MultiversExtendedV3 - Create customer