ManEx KB

1. 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.

1.1. 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