On quotes, orders, and invoices, it is common to need a consistent “associated” person or role tied to the customer record. If that information is handled ad hoc, documents vary by user, and customer-facing paperwork becomes harder to review, especially when multiple people touch the same account.

Customer Association Types in Cetec ERP provide a controlled list of association labels, and a way to apply them to users so the right option is available on commercial documents. The result is cleaner document headers and more consistent customer communication.

Add Customer Association Types in Data Maintenance

To create a new association type, go to the Admin page, open the Maintenance tab, and select Data Maintenance. Navigate to CustomerAssociationType, click Add Row, fill out the fields for the new type, then click Update to save.

Control Where the Field Appears on Documents

The Show On Docs setting controls whether the association type is available in the document header. If you enter 1 in the Show On Docs column for a Customer Association Type, that association type becomes available as a header field on Quotes, Orders, and Invoices.

How to decide: use Show On Docs when you need the association visible on customer-facing paperwork. If it is only for internal tracking, leave it off so the list stays focused.

Assign an Association Type to Each User

After creating the association types, assign the correct type to each user so they can be selected later on documents. From the Admin page, open the Users tab, select User List, choose the user you want to edit, then set the Customer Association Type field on the user profile.

Use the Association on Quotes, Orders, and Invoices

Once a Customer Association Type is set on a user profile, that user becomes an available option for that association on Quotes, Orders, and Invoices. This keeps document headers consistent and reduces manual edits when different team members prepare customer paperwork.

Key Takeaways

• Create Customer Association Types in Admin > Maintenance > Data Maintenance under CustomerAssociationType.
• Set Show On Docs to 1 when the association should appear in the header of quotes, orders, and invoices.
• Assign a Customer Association Type on each user profile so the correct users are available for selection.
• Using defined association types keeps customer-facing documents consistent across your team.

Conclusion

Customer Association Types are a small configuration step that prevents inconsistent document headers and reduces manual cleanup. Once the types exist, Show On Docs is set appropriately, and users are assigned, your team can apply the right association consistently on quotes, orders, and invoices.