Customer Information Card Tab
This section includes the fields and descriptions for the Customer Information Card tab.
Ship to Customer Island
Settling Company Island
General Information Island
Job Cost Island
Vendor Payment Exchange Rate Variances Island
Employees Island
Field | Description |
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Employee 1-10 | In these 10 fields, you can assign up to 10 employees to the current job. When you enter an employee number, the name of the employee is displayed in the field “Name.” |
Charges Island
Account Stm. Cust. Island
Catalog Island
Access Level Island
Subscription Island
Teams Island
Print Control Island
Remarks Island
Field | Description |
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Remarks | Here you can write remarks about the customer. They are not used elsewhere in the system. |
Bill to Customer Island
Sales Orders Island
Dimension Combination Island
Derived Company Island
Derived Dimensions Island
Parent Customer Island
Hierarchy Island
Contact Management Island
Delivery Island
Extra Fields Island
Allowed Use Island
While a customer is in the creation process, you may not want users to be able to use them in all areas; however, you may want to allow customer use in certain areas right away. The Allow fields control the areas where the customer can be used and the approval hierarchy controls how Allow fields are set. You might decide to set up the approval hierarchy to change all the Allow fields to Yes after all steps in the approval workflow are complete. Alternatively, you may want to set it up to change specific Allow fields to Yes after certain approval steps have been completed.
For example, you may have set up approval hierarchy to change the Allow Payments field value from Yes to Requested if the payment information for a customer is changed after the customer has been approved. This prevents payments from being made from the customer until the new information has been approved. You can then set up the system to change the Allow Payments field value back to Yes after the new information is approved.
- Yes — This allows users to use the customer in the specified area.
- No — This disallows users from using the customer in the specified area.
- Requested — If the Allow Users to Manually Set Allow Fields on Customers to Yes system parameter is not set, you cannot manually change an Allow field to Yes. If you want to be able to use a customer in a certain area, you can set an Allow field to Requested.
- Allow for use as Inter Company Customer — Use this field to specify whether the customer can be used as an intercompany customer. This is validated when the customer is selected or changed on the company information card or on an outlay account. It is also validated when the intercompany invoice is created.
- Allow Company Customer Creation — Use this field to specify whether you can create a new company specific customer based on this customer. A company specific customer can either be created manually or automatic when a user makes a registration on a customer in a new company. This is only validated at the time of creation.
- Allow Budgets — Use this field to specify whether this customer can be used in a G/L or job budget. Maconomy validates when the job budget is created, a G/L budget line is created or changed, and when the G/L budget is approved.
- Allow Registrations — Use this field to specify whether this customer can be used in a general journal or in bank reconciliation. Maconomy validates when the line is created or changed, and when the journal is posted or the bank reconciliation is approved.
- Allow Payments — Use this field to specify whether this customer can be used for payments. Maconomy will validate at the time of registration if the system parameter "Allow Payments on blocked customers" is not marked, and when the payment is approved. Maconomy will only validate customer payments created in the customer payment window. The validation in the G/L journal and bank reconciliation windows is based on the field "Allow Registrations."
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Allow Reporting — Use this field to specify whether this customer can be used in standard customer reports. For the following reports, Maconomy ignores customers who are not allowed to be included for reporting
where the user has selected Customer as dimension.
- A/R aging
- A/R balance list
- A/R Historical Statement
- Open Entry Statement
- Periodic Statement
- A/R Statistics
- Customer Group Statistics
- Customer budgets
- Customer information
- G/L report lines
- Allow for use as Template/Parent Customer — Use this field to specify whether this customer may be used as a template or parent customer. A template customer can be entered into system information or company information. Maconomy will suggest the template customer as parent customer when a new customer is created. Maconomy validates when the new customer is created.
- Allow Interests and Reminders — Use this field to specify whether this customer can be used when creating interests and reminders. Maconomy validates when the interest or reminder is created, and when the interest or reminder is approved.
- Allow for use on Jobs and Orders — Use this field to specify whether this customer may be used on a job, sales order, or subscription order. Maconomy validates when the sales order or subscription order is created or changed, and when the invoice is approved/printed. Maconomy will also validate when the job is created. You can still use a customer on a template job even if they are not allowed for use on jobs.
- Allow Delivery — Use this field to specify whether deliveries on either sales or subscription orders in which the current customer acts as payment or delivery customer can be made to this customer.
You can set default values for the Allow fields using a customer template which can be used whenever a new customer is created. When you create a new customer, this template customer is added in the Parent Customer island on the Customer Information card.
You can set up the system not to use approval hierarchy for customers but still make use of the Allow fields.
User Island
Document Archive Island
Option List Fields Island
Customer Job Option Lists Island
Field | Description |
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List/Value | In these fields, you can assign option lists to the customer. The information is used on jobs. |