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The customer number assigned to the customer. If automatic, will be completed when the data is saved. If manual, must be entered. |
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This information may be used when uploading a BOM through the BOM Import module, if Inventory part numbers are to be created manually and user chooses to add the prefix when creating new part numbers. |
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The Customer Name.
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The date the account was established (defaults to current date). |
| Account Status |
The account status (Active, Inactive, or Quote). If the customer account status is "Quote" the customer will only be available in the Quote Module Customer List. It will be listed as Inactive in all other modules. If a user changes the Account status from Active to Inactive the program will check if there are any active BOM's and ask if the user wants to inactivate those BOM's at the same time or not. If the user will answer "YES" all BOM associated with the customer will be Inactive. When the user tries to activate an Inactive BOM, which is associated with an Inactive customer, the program will ask the user if they want to activate the customer at the same time, if not the system will abort BOM activation.
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The Territory for the account (These are established in the Sales Territory setup). |
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The phone number of the customer. |
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The Fax Number of the Customer. |
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The user may include the customer’s resale number for tax purposes. |
| Terms |
The standard terms established for the customer. Terms must first be established in the Payment Terms setup. Note: that this field may be edited only by a user with full Accounting rights. (The Terms Discount will be reflected in the Bank Deposit module). |
| Credit Status |
The Credit status of the customer. Select OK - Credit is good; On Hold - a temperary hold and customer may return to OK status. or Reject - a visual status for users to know that the customer is rejected and will NOT have an opportunity for credit status change. Note: that this field may be edited only by a user with full Accounting rights.
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| Credit Limit |
The credit limit established for the customer. The credit limit check takes place within the packing list. The program gets the total Accounts Receivable (AR Aging) + Not Posted Invoice (invoice not printed out of the Admin/Invoice module) + Open SO Amounts and compares it to the Credit Limit established for the customer.
This is based on having the "Include Open Orders for Credit Approvals for Shipping" option checked, (within the Print PL/Invoice setup module) (if you do NOT want to include open Sales Orders you would want to uncheck this option) and the "Enforce Credit Limit at Shipment" option checked, (within the Sales-A/R setup module)(uncheck this option if you do NOT want to Enforce the Credit Limit at Shipment). You also have the ability, to authorize a user to approve the credit limit exceed message or NOT (within the Security module, Packing List option screen). Make sure that these options are marked properly to get the results you are expecting.
NOTE: that this field may be edited ONLY by a user with FULL Accounting rights.
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Check box if user wants this Customers Account Taxable at all times. |
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The SIC code for the Customer. If used, must first be established in the SIC Codes setup.
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The sales discount available to this customer as established in Sales Order Defaults & Sales Discount Type setup. (The Sales Discount will be calculated in Sales Order module and on Invoice).
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When this screen is viewed for an existing customer, contacts entered in the Contact Information module will show for this customer. The field is not editable from this module.
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The first name of the contact. |
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The title held by the contact. |
