Customer Details Tab

Use this tab on the Manage Customer screen to enter details about a customer.

Contents

Field Description
Vendor

Enter, or click to select, the vendor ID if this customer is also a vendor. It is used to show relationships between accounts payable vendors and accounts receivable customers. When you print customer statements, you have the option to place related vendors on hold for customers whose payments are past due.

Payment Terms

Enter, or click to select, select the payment terms assigned to this customer. You define customer terms when you set up Costpoint Accounts Receivable. You must initialize and define payment terms on the Manage Customer Terms screen before you can update sales order information. The terms that are entered in this field affect the due date of the customer's invoice and any discount offered. These terms default into any sales order entered for this customer and can be overridden at the sales order level. Examples of payment terms are as follows: Net 30, 2% 10 N 30.

Territory

Enter, or click to select, the territory in which this customer is located. You can change a customer's territory at any time, but changing the territory may affect sales order information. The only territory names allowed are those that have been established on the Manage Sales Territories screen. You can add new territory names on the Manage Sales Territories screen at any time.

Customer Type

Enter, or click to select, select the customer type for a customer. If none of the customer types shown is appropriate, you can set up additional customer types on the Manage Customer Types screen. The account type is used when you select and sort sales and receivable reports.

Status

Field Description
Ok

Select this option to indicate that it is acceptable to ship to the customer.

Warning

When you select this option, sales orders can be processed; however, the system provides a warning of the customer credit status.

Hold

When you select this option, you cannot process further sales orders for the customer. This field is used by Costpoint Sales Order Entry.

REF 1

This is the first of two user-defined fields. It displays the information defined on the Configure Accounts Receivable Settings screen for User Defined Label 1. For example, on the Configure Accounts Receivable Settings screen, you could define Label 1 as the Account Manager for the customer. You would then enter the name of this customer's manager in this field.

REF 2

This is the second user-defined field. It displays information defined in the Configure Accounts Receivable Settings screen for User Defined Label 2. The user-defined labels can also be used together. In the example above, Label 1 contains the Account Manager. Label 2 could be defined on the Configure Accounts Receivable Settings screen as the internal point of contact, or the office location from which this account is serviced.