ManEx KB

1. Fields & Definitions for Customer Information

1.1. Customer Information Tab

Field & Definitons

Cust No	The customer number assigned to the customer. If automatic, will be completed when the data is saved. If manual, must be entered.
Customer Prefix	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.
Customer Name	The Customer Name.
Acct Date	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.
Territory	The Territory for the account (These are established in the Sales Territory setup).
Phone	The phone number of the customer.
Fax	The Fax Number of the Customer.
Reseller No	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.
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.
Account Taxable	Check box if user wants this Customers Account Taxable at all times.
SIC Code	The SIC code for the Customer. If used, must first be established in the SIC Codes setup.
Sales Discount Type	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).
Contacts	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.
First Name	The first name of the contact.
Title	The title held by the contact.

1.2. Bill-To Tab

Field & Defintions

Customer Name	The name of the customer.
Billing Addresses	A list of Bill-To addresses created for the customer, from which to choose for editing data. There is no limitation to the number of addresses added to this field.
	This button allows the user to define multiple Bill-To locations for the customer.
	This button allows the user to modify existing Bill-To information about a customer. If more than one Bill-To address exists for a customer, the address highlighted is the one that will be opened for editing.
	This button allows the user to delete an existing Bill-To address for a customer only if this address is NOT linked to a Sales Order. If this address is or has been linked to a Sales order you will receive the following message:
	This button is automatically checked for the first entry. After that, the user may wish to enter other Bill-To locations, and identify one of those as the default Billing address. The Billing address with the default checked is the one that will automatically be placed in new orders. However, the user still has the opportunity to change the Billing address in the order by selecting another address.
Bill To	The name of the organization to which invoicing is to be sent. (It may be a different division, or a drop-ship situation.)
Address	The Customer Bill-To Address (may use two lines).
City	The City for the Customer Bill-To Address.
State	The State for the Customer Bill-To Address.
Zip Code	The Zip Code for the Customer BillTto Address.
Country	The Customer Country.
	Invoice Footnote – will open a screen for a Footnote that will appear on all of the invoices for that customer.
Phone	The phone number at the Customer’s Bill-To Address.
Fax	The fax number at the Customer’s Bill-To Address.
Attention	The Contact Name at the Bill-To address (if established in the Contact module ).
E-mail	The E-mail address at the Bill-To Customers
	will open screen that will allow you to populate the e-Banking information for the Highlighted Bank.
	This button allows the user to save the modified Bill-To information.
	This button will cancel any modifications made to the screen after the edit button has been pressed.

1.2.1. Customer e-Bank Information

Note: this information is here for future implementation at this time. It does not have any affect or functionality within Manex at this time.

Information populated here would be the Customer's banking information

Link Bank in List	when this is selected it will allow the user to select from ebanks that already exist for the selected customer and associate to the highlight Bill To address
Existing eBanks	List of existing eBanks for Customer
Add New Bank	allow the user to create a new eBank

Originator (Name on Account)	This would be the your name associated with your Bank Account
Address	The bank institution address information
City	The bank institution City
State	The bank institution state
Postal Code/Zip	The bank institution zip code
Country	The bank institution country
Phone	The bank institution phone number
Fax	The bank institution fax number
Attention	Person or department at bank institution
E-Mail	email address for the bank institution
Destination Bank Name
Destination Bank Account Number	This is the bank account number carried forward from the prior screen for the highlighted record
Bank Branch	The bank institution branch
Bank Routing	The bank institution routing number
Bank ID/SWIFT	international bank code that identifies particular banks worldwide. It's also known as a Bank Identifier Code (BIC). CommBank uses SWIFT codes to send money to overseas banks. A SWIFT code consists of 8 or 11 characters
Country Code	The bank institutions country code
Default Payment Type	Choose from the following options:
	CHECK WIRE TRANSFER ACH ONLINE BANKING CREDIT CARD, BANK DRAFT
Next E-Reference #	The next desired reference number that will be assigned to the next e-record
Automatic Number	if checked the system will assign the next reference number automatically

1.3. Ship To Tab

	This button is automatically checked for the first entry. After that, the user may wish to enter other Ship-To locations, and identify one of those as the default Shipping address. The Shipping address with the default checked is the one that will automatically be placed in new orders. However, the user still has the opportunity to change the Shipping address in the order by selecting another address.
Shipping Address	A list of Ship-To addresses created for the customer, from which to choose for editing data. If more than one Ship-To address exists for a customer, the address highlighted is the one that will be opened for editing. There is no limitation to the number of addresses added to this field.
	This button allows the user to define multiple Ship-To locations for the customer. This button will become available once the Action "EDIT" or Action "ADD" button is depressed.
	This button will become available once the Action "EDIT" or Action "ADD" button is depressed. This button allows the user to delete an existing Ship-To address for a customer only if this address is NOT linked to a Sales Order. If this address is or has been linked to a Sales order you will receive the following message:
	This button allows the user to save the new Ship-to address entered. This button will become available once the Action "EDIT" or Action "ADD" button is depressed.
	This button will cancel the new Ship-To address entered before depressing the Save button. This button will become available once the Action "EDIT" or Action "ADD" button is depressed.
Ship To	The name of the organization to which product will be sent. (It may be a different division, or a drop-ship situation.)
Address	The Customer Ship-To Address (may use two lines).
City	The City for the Customer Ship-To Address.
State	The State for the Customer Ship-To Address.
Zip Code	The Zip Code for the Customer Ship-To Address.
Country	The Customer Country.
	Packing List Footnote – will open a screen for a Footnote that will appear on all of the packing lists for that customer.
Phone	The phone number at the Customer’s Ship-To Address.
Fax	The fax number at the Customer’s Ship-To Address.
Attention	The Contact Name at the Ship-To address (if established in the Contacts Information module).
E-mail	The E-mail address at the Ship-To Customers. This field will allow 40 characters to be entered.

FOB	The FOB Terms established for the customer. Must be established in the FOB setup prior to use.
Shipvia	The Ship Via definition established for the customer, as entered in Ship Via setup.
Shipcharge	The shipping charge classification used for charging the customer, as entered in Ship Charge setup.
Transit Days	The number of days from user’s dock to customer’s dock, based on ship-via method.
Use Foreign Tax	Check this box to use Foreign Tax for this specific ship to address. Once checked for a specific address it should not be switched back to US Tax. (If customer has two addresses, one that uses US tax and one that uses Foreign tax then user should setup one address without the Foreign tax box checked and one address with the Foreign tax box checked).
Account Number	The freight account number if the customer wishes the freight to be shipped against their own account.
Delivery Time	The customer - preferred delivery time to their dock.

US Tax - If user doesn't check "Use Foreign Tax", then the foreign tax set up will be invisible and the US Tax setup will be visible.

Sales Tax The sales tax to be charged on taxable items shipped to this address.

Shipping Charge Tax
The sales tax to be charged on freight costs for shipping to this address.

Foreign Tax - If user checks "Use Foreign Tax", then the foreign tax set up will be visible and the US Tax setup will be invisible.

Primary Tax This tax will be calculated first, when the "Use Foreign Tax" box is checked

Primary Tax Includes
Option to Apply Tax on the Product, Freight or both.   ManEx recommends that once these boxes are setup they should NOT be changed.

Note:   The tax rate will not be affected in the Credit Memo if user changes the tax setup in customer module, but the primary and secondary tax checkboxes will be affected, just like the shipping address if user changes that in the customer module.

Secondary Tax

This tax will be calculated after Primary tax when the "Use Foreign Tax" box is checked.

Secondary Tax Includes
Option to Apply Tax on the Product, Freight, both or Primary. ManEx recommends that once these boxes are setup they should NOT be changed.

Note:   The tax rate will not be affected in the Credit Memo if user changes the tax setup in customer module, but the primary and secondary tax checkboxes will be affected, just like the shipping address if user changes that in the customer module

This button allows the user to select a tax authority based on the ship-to locations for the customer. The tax authority codes must be established in the Sales Tax Authority Table setup prior to using

This button allows the user to select an existing tax authority for the customer for deletion

Shipping Or Packing Instruction

This screen is a memo field that may be used to record directions, notes, cautions, etc. for shipping to this Customer Address.

1.4. Profile Tab

Fields & Definitions

Customer Name	The customer name.
	This screen is a memo field that may be used to record customer company information

1.5. Lookup Tab

Fields & Definitions

Active	Select if you want to view only Active Customers
Inactive	Select if you want to view only Inactive Customers
Customer No	The customer number assigned to the customer. If automatic, will be completed when the data is saved. If manual, must be entered.
Customer Name	The name of the customer.