How to setup Customer Replication in Plex ERP

Steps to setup Customer Replication:

To enable this feature, you must do the following steps.
 
In the central PCN:

1. Turn on the Permission "Customer Cross PCN Copy" in Classic. In UX, this is an Action that needs to be granted to relevant Security Roles.
2. Add the VP page "Customer Type Cross PCN Equivalents" in Classic. In UX, screen is called Enterprise Customer Type Equivalents
3. Map the customer types of the other PCN's to the central PCN.

   **Only do 2 & 3 above if PCN's have different Customer Types (like German and English names)

In the Children PCNs:

1. Turn on Permission "Customer Add" (if you can't find it in all permissions, go to Customer List, app setup, permissions, and turn it on from that view)
2. Do not grant it to anyone (even champions).  This ensures that all customers exist in the Central PCN and can't be added in child PCNs.

Then your Plex Project Manager must setup table replication (in PCN 1):

1. Setup Intragroup Replication Management to replicate Common/Customer table.
2. If did not do 2 & 3 in the Central PCN setup steps above:  Add replication for the Common/Customer_Type table.  This will ensure there is always a link between customer types and they will be automatically updated vs manually copied.  Also add Replication for Common/Customer.
3. Setup Intragroup Column Replication to replicate the fields you want to replicate (do not use the multi-picker feature - MUST add one column at a time).
4. Currently available columns are listed in the "Supported Tables and Columns" section of this Wiki.

** Base logic is a bit different than Supplier Replication, things automatically push (no waiting on jobs etc).  You can set this up on Test and play (again no jobs etc to worry about).   If you set the columns and replication up in production, you can turn on the 'Customer Cross PCN Copy' perm on test the next day for them until they are ready.  Won't do anything until customer copy button is on and creates the link - every time the parent changes it will push down to the child.
 
Note: The 'Parent Company' setup table values/records will need to be manually synced btwn PCN's in order to update correctly and not error (only if you want Customer_Parent_Key to replicate).

Note: Customer Address records are NOT replicated (i.e. Ship-To, Bill-To, Quote-To).  Address records need to be maintained independently in each child PCN.  Only the main customer record is replicated.

** Not all fields in the customer master support replication.

** Note: The Customer_status column is not supported in Customer replication