You must enter a customer record for each of your
customers. This record maintains detailed information for the customer
and is used throughout the system. The Customers form accesses
all the relevant information for storing basic customer data, tracking
what customers buy from your company and what they owe you.
- Open the Customers
form, or the Multi-Site
Customers form if you are working in a master site.
- Turn off Filter-in-Place mode.
- Select Actions > New.
- In the Customer field, do one of these:
- To define your own customer identifier, enter the alphanumeric
character string to use.
- To allow the system to generate the customer identifier, using
the Customer Prefix defined on the Accounts
Receivable Parameters form, leave the field blank.
NOTE: The check
mark that is displayed in the top-right corner of the form indicates
that this customer is not on credit hold. If you put this customer
on credit hold, a problem
indicator is displayed on the form.
- On this form, you can set up a customer record so that a customer
has one Bill To address and multiple Ship To locations:
- Enter the customer's billing address information in the address
fields.
- To further define the customer's billing information, such
as choosing the customer's language, currency code, and bank information,
enter the appropriate data in the form's fields.
For more information, see the field descriptions.
- To save the initial record, select Actions > Save.
- Select the Ship To tab.
You can enter up to 9999 different addresses for this customer to
define secondary addresses for shipping purposes:
- Click the Ship Tos button located at the bottom of the
tab to open the Customer Ship Tos (or Multi-Site Customer
Ship-Tos)form.
- Select Actions > New.
- In the Ship To field, enter a number or leave the field
blank to accept the next available sequential number. This number
is used on the Customer Order Lines form when you are specifying
a drop-ship-to location.
- On the Address tab, enter the shipping address information
for this ship-to location.
- Select the Codes tab.
- Enter or select appropriate information in the fields. For
more information, see the field descriptions.
- Select Actions > Save to save the ship-to location.
- After you are finished adding ship-to locations, to return
to the Customers form, close the form.
- Select the Credit tab. On this tab you can define the amount
of credit extended to the customer. When you add a new customer order,
if that order total exceeds this credit limit, the system displays
a warning message (which you can override). You can also put the customer
on credit hold, which blocks any shipping transactions for this customer.
For more information, see the field descriptions.
- Select the Contacts tab. Specify the names and contact information
for order and billing communications with this customer. For more
information, see the field descriptions.
- Select the Codes tab. Define default codes for this customer.
For more information, see the field descriptions.
- Select the Payment History tab. Enter the initial amounts
for the sales and payment history for this customer. You only need
to do this when you initially set up the customer. The system maintains
most of these values through normal day-to-day transactions.
For example, when invoices, debits or credits are posted, the currency
amount of the transaction posts to the Sales PTD field. Invoices
and debits increase the Sales PTD, and credits decrease it.
You update the Average Balance Outstanding, the Largest
Balance Outstanding, and the Last Amount Outstanding values
by running the A/R
Balance History Utility.
For more information, see the field descriptions.
- Select the Corporate Customer tab. This tab allows you to
define a two-tier relationship between separate customer records.
In the Corporate Cust field, if you select this current customer's
customer number, you are specifying this customer as the "corporate
customer." If you select another customer number in this field,
you are specifying this current customer as the "subordinate
customer" (that is, subordinate to the customer you specify in
the Corporate Cust field).
Only the customer that you specify as the "corporate customer"
appears on the Bill To tab. This allows you to apply a single
payment across multiple subordinate customer invoices. By selecting
the Corp. Credit field, you can use the corporate customer's
credit values for credit limit processing, or clear this field to
use the subordinate customer's credit values.
For more information, see the field descriptions.
- If European Union codes must be set up for this customer, select
the EUVAT tab and specify the codes. For more information,
see the field descriptions.
- To use revision/pay days for invoicing, select the Revision/Pay
tab. The revision day determines when the invoice is sent to the customers.
The pay day determines when a check can be collected once the invoice
due date is calculated. For more information, see the field descriptions.
- To define sales team/contact information for the customer, select
the CRM tab. For more information, see the field descriptions.
- When you are finished defining this customer record, to save your
changes, select Actions > Save.