Use these fields to create customer records.
Accounting tab
1. Terms Code
Specify the terms code (up to 2 characters). The entry must be a valid terms code. Press Enter to default to the terms code of the customer just entered.
2. GL Table
Specify the GL posting table to which a customer belongs (up to 3 characters). The entry must be a valid GL posting table. This GL table determines how the customer is to post to the GL module. Press Enter to default to the GL posting table of the customer just entered.
3. Tax Code
Specify the tax code that applies to this customer (up to 8 characters). The entry must be a valid tax code. Press Enter to default to the tax code of the customer just entered.
4. Tax Rate
Specify whether the tax rate is High, Low, or eXempt status. Press Enter to initially default to H. If tax rate is not applicable, enter H for all customers.
5. Exempt #
Specify the tax-exempt number if applicable (up to 20 characters). This field is a memo field.
6. Credit Limit
Specify the credit limit, if applicable (0- 9999999). Press Enter to default to 0. The credit limit is used while in the sales orders system (see SO Static Control F/M) and AR invoicing (see AR Static Control F/M).
7. Svc Chg Grace Period
Specify the number of days grace given to a customer before charging the service charge (0-999) when running the Service Charge Register. This grace period is added to the grace period for all customers as set in the service charge control record F/M. Press Enter to initially default to 0.
8. Active
Indicate whether a customer is active. If N is entered, no sales processing is allowed for this customer (i.e., no sales orders can be processed) (checks can be entered). Press Enter to initially default to selected.
Indicate if this customer is on hold. If Y is entered, no orders can be entered for the customer. Press Enter to initially default to unselected.
10. Use Ledgercards
Indicate whether to store ledgercards. Press Enter to initially default to unselected.
11. Dunning Letters
Indicate whether a customer is to receive dunning letters. Specify 0-5 to indicate the number of the last dunning letter sent; (e.g., the entry Y5 indicates that dunning letters are sent and the number of the last letter sent was 5.) Press Enter to initially default to 0.
12. Last Dun Sent
Specify 0-5 to indicate the number of the last dunning letter sent; (e.g., the entry Y5 indicates that dunning letters are sent and the number of the last letter sent was 5.) Press Enter to initially default to 0.
13. Statement Code
Specify the statement code (1 character, Never). Press Enter to initially default to 0. Specifying N indicates this customer can never have a statement printed. This code is used in the AR Statement Print Program to specify which customers should have statements printed. Specifying N indicates a customer can never have a statement printed. If all customers have statements printed at the same time, assign A (always) to all customers.
Invoicing tab
1. Price Level
If inventory prices are set up in price levels, enter the level for this customer (up to number of levels used: 0-6). Price levels are used to charge customers different prices. For example, you have two types of classes; wholesale and retail customers. This option would allow you to set two types of level pricing for wholesale - level 1 and retail - level 2. If price levels are not used, enter zero.
2. Invoice Discount
The invoice discount is set in the SO static control record as either not used or a dollar amount or a percentage. If set as a percentage, enter the default invoice discount percent for this customer (.00-99.99). Press Enter to initially default to 0.
3. Commission %
Specify the commission percent for a customer (.00-99.99). If commissions are not calculated based on customer (set in the SM company control record), it will not be used. Press Enter to initially default to 0.
4. Message
Specify the message if needed (up to 20 characters). This message appears on the screen during sales order entry programs as a reminder and will not print anywhere for the customer to see.
5. Ship Via
Specify a Ship Via code that indicates which method of shipping should be used for the default customer. Ship Via codes are setup and maintained in Sales Order>File Maintenances >Ship Via F/M. Press F2 to search Ship Via codes for all warehouses.
6. UPS Zone
Specify the UPS ship-to zone. This will be used to calculate UPS freight charges in SO.
7. Commercial/Resident
Specify whether a delivery to a customer is a Commercial or Residential UPS ground delivery. UPS charges different amounts for residential and commercial deliveries. Press Enter to initially default to commercial.
8. Route
Specify a customer route number if routing is used (up to 3 characters) (set in the SO static control record). Press Enter to initially default to the first route on file.
9. Ship-To
Specify the ship-to number for this customer (up to 5 characters). Press Enter to default to SAME, meaning the ship-to address is the same as the customer’s billing address.
10. PO (Purchase Order) Required
Specify N or Y to indicate whether the customer purchase order number to be entered in the Reference # field in SO entry is required for billing. Options:
N - Entry is not mandatory. Press Enter to default to N.
Y - Entry is mandatory except in Credit Memo Entry and Customer Returns
A - Entry is mandatory in all SO entry programs including Credit Memo Entry and Customer Returns
11. Allow Backorder
Indicate if a customer allows backorders. Press Enter to initially default to selected.
12. Store SO (Sales Orders) Sales
Indicate whether to store SO (customer/item combinations) sales history. Press Enter to initially default to unselected. Sales history is stored for the last three customer/item combinations. There is also a removal program that can be run any time to remove sales history.
13. Invoices
Indicate whether to store past invoice history. Press Enter to initially default to unselected. Invoice history stores the detail of all invoices in the SO module. There is a removal program that can be run any time to remove detailed invoice history.
14. Payment History
Indicate whether to store payment history. Press Enter to initially default to unselected.
15. Ship Complete
Specify the default ship complete status, or press F4-Backup to return to the preceding field.
Note: The Ship Complete field is a warehouse- and line-level designation. Refer to the Ship Complete Feature Overview topic for details.
You can select from the following options:
N Allow Partial--Indicates you want to allow the shipped quantity to be less than the ordered quantity for orders or Ship-to warehouses for this customer.
Y Ship Complete--Indicates you want to allow the quantity ordered must be the same as the quantity shipped on order line items or for Ship-to warehouses, all lines must ship complete for the specified customer.
B Balance Complete—Indicates you want to allow the quantity shipped to be less than the quantity ordered on the first shipment, but the back-ordered quantities must be shipped complete for orders or for Ship-to warehouses all lines can ship partial in the first shipment for this customer. Once an order line or warehouse is processed through the DSR, the line is changed to ship complete.
16. Def Freight Method
Specify the default method to be used for this customer. You can select from: Quoted Freight or Calculated Freight
Note that Quoted freight is on the header of the order not on the warehouse level. If not all of the items from an order ship, the back order’s quoted freight will reflect the amount of the freight originally quoted minus the amount that was billed on the first invoice.
eStorefront B2C customers should be set up with the "default freight method" fields set to "Q" for Quoted freight.
17. Allow Method Change
Indicate whether to allow the freight method (Quoted or Calculated freight to be changed during Order Entry (SEO210), Order Confirmation (SOE310), Direct Invoice Entry (SOE510), Credit Memo Entry (SOE330) and Counter Sale Entry (SOE510) programs. The document freight method cannot be changed once the document has been run through the Daily Sales Register.
18. API Process Method
Select process method for inbound CenPOS transactions: Save as a Pre-Auth or Process as a Force/Deposit
19. CC Token Usage
Indicate the credit card token use method: Customer or Ship-to location.
Sales History tab
1. Date Opened
Specify the date the account was opened for this customer. Press Enter to default to the date the customer was entered into the customer file.
2. Date Last Sale
Specify the date of the most recent invoice for this customer.
3. Date High Balance
Specify the date the most money was owed by this customer.
4. Date Last Payment
Specify the date of the most recent payment made by this customer.
5.* Current Balance
This field is skipped and maintained by the system.
6. Highest Balance
Specify the amount of the highest balance for this customer (+/-99999999.99). Press Enter to default to 0.
7. Month-to-Date
Specify the total amount of month-to-date sales (+/-99999999.99). Press Enter to default to 0. Specify the total amount of month-to-date sales cost (+/-99999999.99). Press Enter to default to 0.
8. Year-to-Date
Specify the total amount of year-to-date sales (+/-999999999.99). Press Enter to default to 0. Specify the total amount of year-to-date sales cost (+/-999999999.99). Press Enter to default to 0.
9. Prior Year Sales and Cost
Specify the total amount of prior year sales (+/-999999999.99). Press Enter to default to 0. Specify the total amount of prior year sales cost (+/-999999999.99). Press Enter to default to 0.
Miscellaneous tab
1. Customer Class
Specify the customer class to which a customer would belong(up to 3 characters). Customer classes are a way of categorizing customers and is used for such purposes as reporting in Accounts Receivable and contract pricing in Sales Orders.
2. Customer Price Class
Specify the customer price class for this customer. This price class is used to group customers for use in contract pricing, costs and prices updates, and reporting purposes.
3. Site Charge
If your system uses the Service & Repair module, use this field to establish the flat fee you want to charge this customer whenever a service technician visits the customer’s site.
If you don’t use Service & Repair, this field is not active.
4. Salesperson/Territory
Specify the salesperson/territory (up to 3 characters). The entry must be a valid salesperson/territory code. Press Enter to default to the salesperson/territory of the customer just entered.
5. Lead Source
Specify the source from where the salesperson got the lead for this prospect. Press F2 to search for valid sources, which are defined in the Lead Source F/M. This field is only valid if you have purchased TeleFACTS.
6. Geography Code
Specify a geographical location for this customer. This code can be up to 5 characters and is completely user-definable. Some of the AR reports will ask which geography code to print and will only print the code or codes you choose. Press Enter to default to the geography code of the customer just entered.
7. Branch
Specify the branch a customer belongs to. Most AR reports allow you to select the branch(es) to print. The entry must be a valid branch.
When all fields have been entered, enter Y or N to indicate whether to add the record and assign sales and invoicing defaults. Press Enter to default to Y.
Once a record is displayed on the main screen, you can access other information by pressing the highlighted letter of the display code needed. The entire display code is highlighted when the information relating to that code is displayed on the screen. You can use the following display codes:
M - main
S - sales history
I - invoicing
Printing Options tab
Print on Pick Ticket
1. Print Prices
Indicate whether to include item prices when printing pick tickets.
2. Print Extensions
Indicate whether to include price extensions when printing pick tickets.
3. Print Totals
Indicate whether to include document totals when printing pick tickets.
Print on Packing List
4. Print Prices
Indicate whether to include item prices when printing packing lists.
5. Print Extensions
Indicate whether to include price extensions when printing packing lists.
6. Print Totals
Indicate whether to include document totals when printing packing lists.
Customer Item Number
7. Print on Quote
Indicate whether to include customer item numbers when printing quotes.
8. Print on Pick Ticket
Indicate whether to include customer item numbers when printing pick tickets.
9. Print on Invoice/Credit Memo
Indicate whether to include the customer item number when printing invoices and credit memos.
10. Print on Packing List
Indicate whether to include the customer item number when printing packing lists.
11. Print on Acknowledgment
Indicate whether to include customer item numbers when printing acknowledgment.