MANUALS > Settings > Settings Module > Settings, Update Menu > Customer > Customer Master, General Tab

Customer Master, General Tab

Select the New button to create a new customer entry, or click into the Customer field, select an existing customer in the drop down selection pop-up window, and use the Find button to locate the existing customer's record.

The system displays the following:

The following information/options are available in this window:
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Customer

The recognized code for this customer (this could be an internal coding or the international Vendor code).

Status

The Status of the Customer. Select from one of the following radio buttons:

Active - Normal business can be transacted for this customer.

Inactive - This customer is no longer used in the system.

Hold - This customer is on hold pending resolution, business and quotes can still be transacted if required.

Note: In the Status field, the user has the capability of selecting Active, Inactive, or Hold. A 'Customer Not Valid' prompt will display in the system when an inactive or hold record has been selected (for example; when a customer has not paid their bills).

Category

The category of customer as defined in the Category Table. Example: Regular, Military, Commercially Important.

Note: This field operates in sync with the Customer Category Transaction Code.

Name

The Name of the Customer.

Bill To

Billing code (e.g. client who will pay the bill).

Custom Task Card Footer

Select the Notepad button to enter/update any comments that will be displayed on the bottom of the Task Card print.

Currency

The primary currency used by this customer. When the Customer is added to an order, this Currency populates the Currency field for the Order. The Exchange Rate is also calculated automatically.

Note: The currencies available for selection originate from the Currency Transaction Code.

Terms

The normal payment terms for this customer. Example: NET30 or NET10.

Note: The terms available for selection originate from the Terms Transaction Code.

Inventory Owner

The code for the owner of the inventory.

Multi Owners button

Select the Multi Owners button to select multiple inventory owners.

Note: If multiple Owners are selected, Inventory Switch PKQTYOWNER must be set to Yes. For more information refer to Switch PKQTYOWNER via the Inventory Switches Manual.

Credit Limit

The credit limit of the customer.

VAT

Allows the user to add a Value After Tax percentage to the order. This is set up through the VAT Code System Tran Code.

Customer Logo

Enter the path leading to this customer's logo. The logo will then be printed on customer Task Cards.

Web Site

The customer's web site address.

Financial Customer

Financial customer information.

Financial Site

Financial web site address.

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Note: The Vendor Master, Owner Master, Customer Master and Employee Master are all part of the same relationship master table, therefore cannot have the same code entered. If the same code is entered the user will receive the following message in the Customer Master:

Select OK to acknowledge the message and exit the prompt.