Customer Details

If this customer is also a vendor, enter the vendor ID. It will be used to show relationships between accounts payable vendors and accounts receivable customers.

After printing customer statements, you will have the option of setting the related vendors "on hold" for customers whose payments are past due.

Use the drop-down box to select the payment terms assigned to this customer. You define customer terms when setting up Costpoint Accounts Receivable.

You must initialize and define payment terms in the Customer Terms screen before you can update sales order information. The terms entered in this field affect the due date of the customer's invoice and any discount offered.

These terms default into any sales order or manual bill entered for this customer and can be overridden at the sales order or billing level. Examples of payment terms are as follows: "Net 30," "2% 10 N 30."

Enter, or use Lookup 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 in the Sales Territories screen. You can add new territory names in the Sales Territories screen at any time.

Use this drop-down box to select the customer type that should be assigned to this customer. If none of the customer types shown is appropriate, you can set up additional customer types in the Customer Types screen.

The customer type can be used in selecting and sorting sales and receivable reports.

Select this radio button to indicate that it is acceptable to ship to the customer. This is the default.

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

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

This is the first of two user-defined fields. It displays the information defined in the A/R Settings screen for User Defined Label 1. For example, in the A/R 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.

This is the second user-defined field. It displays information defined in the A/R 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 in the A/R Settings screen as the internal point of contact, or the office location from which this account is serviced.