Customer Maintenance
This form is used for recording the details of each customer. A customer must be registered first, and assigned a customer number, before any transaction for that customer can be processed.
i. Input the customer no. code less than 8 characters.
ii. Input the required information such as customer name, address, payment currency, profit centre, payment term and salesman no. Other information is optional to be input.
iii. Each customer should have its unique customer no. and customer name in one company.
iv. Salesperson master record can be defined in Accounts Receivable > Maintenance > Salesperson Maintenance.
v. To let the defined customer to be used in the system, select the ‘Aurthorized’ option.
vi. Finally, save this customer record.
Explanation of Fields
Customer ID
Required. Capslock.
Active
Default to Active. If the customer is not authorized, no new sales order for that customer can be processed.
Customer Name
Required.
Address
Optional.
Contact Person
Optional.
Title
Optional.
Phone 1
Optional. Capslock.
Phone 2
Optional. Capslock.
Fax
Optional. Capslock.
Optional.
Mail Code
Optional.
Optional.
Payment Currency
Default to base currency.
Capslock. If Accounting is implemented, then this is a required field.
The profit centre for the customer determines which account will the customer's purchases from the company be debited to. If Accounting is not activated for this Company, the Profit Centre will not be specified; that is, it will even be shown on the screen at all.
Price Code
Capslock. Optional.
Credit Limit
Optional. Must not be less than zero. No decimal places.
Discount Rate
Optional. Range 0 to 100.
This is the default over-all discount that will be given to the customer everytime a new sales order is processed.
Payment Term
Optional.
Salesperson ID
Optional. Capslock.
Shipping Addresses Tab
This form is used for entering a customer’s other addresses. By default, the shipment address for a customer is taken from the address in the customer record. If a customer has several other addresses being used for shipment, these other addresses are recorded here for easy retrieval later during transaction processing.
Explanation of Fields
Ship To ID
Required. Capslock.
Shipment Address
Required.
Telephone
Optional
Fax
Optional
Optional
Contact
Optional
Price List Tab
This form is used for defining discount rates for the items given to a customer. The information specified in this form for a particular customer will overwrite the discount rate set for that item in the Item Master.
Explanation of Fields
Item No.
Required. Must be a valid Item No. defined in 3.3 Item Master.
Item Name
For display only.
Customer Item No.
Optional.
Currency
Required
Price
Optional.
Discount Rate
Required. Range 1 to 100. Default to 0.
Item Cat Discounts
This form is used for defining discount rates for the item categories given to a customer. The discount rate set for an item will overwrite the rate for the category that the item belongs to.
Category
Required. Must be a valid category defined in the Global Function module - Item Category.
Description
For display only.
Discount Rate
Required. Range 1 to 100. Default to 0