SD_SU_ApproveCustomersbyEmployeeWS_Approval Line Sub-Tab

This section includes the fields and descriptions for the Approval Line sub-tab.

Field	Description
Level	This field shows the level of the approval hierarchy that the approval object lines relate to, and thus the order in which they are to be approved. This field only applies if the Level Prioritized check box is selected in the tab of the related approval hierarchy.
Effective	This field shows whether or not the actual approvals are marked as effective. In-effective approval headers and lines show the history.
Active	This field shows whether or not the approval object is currently active.
Approval Status	This field shows the approval status of the current line. The value in the New Approval Status field is transferred to this field when you use the Execute Approval action. This field cannot be changed manually.
New Approval Status	Select the status you wish to assign to the current approval object line when you use the Execute Approval action. The following statuses are available: Blank Approved Rejected Released
Remarks	Enter remarks relating to the current line.
Deadline	This field shows the deadline by which the approval must be completed.
Approved or Rejected By	If the approval object has been approved or rejected, this field shows the name of the user who completed the action for the associated approval object.
Approval Date	If the approval object has been approved, this field shows the date on which the current line was approved.
Approval Time	If the approval object has been approved, this field shows the time that the current line was approved.
Approver	This field show the employee name and number of the approver of the approval task.
Substitute	This field shows the employee name and number of the designated substitute approver who approved the approval object.
Super Approver	This field shows the employee name and number of the designated super approver who approved the approval object.
Approver Name	Enter or select the name of the designated approver who can approve the approval object.
Approver Reference	This field shows the reference type of the approval object approver. For more information on this field, refer to the description for the Approver Reference in the Approval Hierarchies workspace.
Substitute Name	Enter or select the name of the designated substitute approver who can approve the approval object.
Substitute Reference	This field shows the reference type of a substitute approver if one has been specified on the approval object.
Super Approver Name	Enter or select the name of the designated super approver who can approve the approval object.
Super Approver Reference	This field shows the reference type of a super approver if one has been specified on the approval object.
Approver	Enter the employee number of the approver of the approval task.
Approver Employee Type	This field shows the designated employee type that can approve approval objects. Any approval object, such as time sheet lines, falling within the selection criterion specification on the current line need to be approved by an employee of this type.
Substitute	This field shows the employee number of the designated substitute approver who approved the approval object.
Approver Reference	This field shows the reference type of the approval object approver. For more information on this field, refer to the description for the Approver Reference in the Approval Hierarchies workspace.
Substitute Employee Type	This field shows the designated employee type that can act as substitute approver on approval objects. Purchase orders, expense sheets, and vendor invoices falling within the selection criterion specification on the current line need to be approved by an employee of this type.
Substitute Reference	This field shows the reference type of a substitute approver if one has been specified on the approval object.
Approver Reference, Field	This field shows the internal field name that the Approver Reference relates to.
Approver Reference, Employee	This field shows the employee reference of the Approver.
Substitute Reference, Relation	This field shows the relation of a substitute approver reference if one has been specified on the approval task.
Substitute Reference, Field	This field shows the field reference of a substitute approver if one has been specified on the approval task.
Substitute Reference, Employee	This field shows the employee reference of the substitute approver if one has been specified on the approval task.
Super Approver Reference	This field shows the reference type of a super approver if one has been specified on the approval object.
Super Approver	This field shows the name of the designated super approver who approved the approval object.
Super Approver Employee Type	This field shows the designated employee type that can act as substitute approver on approval objects. Purchase orders, expense sheets, and vendor invoices falling within the selection criterion specification on the current line need to be approved by an employee of this type.
Super Approver Reference, Relation	This field shows the relation of a super approver reference if one has been specified on the approval task.
Super Approver Reference, Field	This field shows the field reference of a super approver if one has been specified on the approval task.
Super Approver Reference, Employee	This field shows the employee reference of a super approver if one has been specified on the approval task.
Current Approval Status Details	This field shows details regarding the latest approval status of the current line.
Current Approval Status	This field shows the latest approval status of the current line.
Last Approved or Rejected By	If the approval object has been approved or rejected, this field shows the name of the last user who completed the action for the associated approval object.
Last Approval or Rejection Date	If the approval object has been approved, this field shows the latest date on which the current line was approved.
Last Approval or Rejection Time	If the approval object has been approved, this field shows the latest time when the current line was approved.
Last Approval or Rejection Comment	If the approval object has been approved or rejected, this field shows the latest comment for the associated approval object.
Line Can Be Approved by Current User	This field shows whether the current line can be approved by the current user.
Current Status	This field shows the latest status of the current line.
Submitted By	This field shows the name of the user who submitted the current line.
Date Submitted	This field shows the date the current line was submitted.
Time Submitted	This field shows the time the current line was submitted.
Rebating %	Copy to come.
Credit Limit, Enterprise Level	This field shows the credit limit amount in the enterprise currency of the system.
Transfer to People Planner	If this field is marked, the user will be included in the scheduled import to People Planner. Setting the Transfer To People Planner field will only have an effect if the field is included in the relevant queries in the .I files on the web server.
Level 1-5 Customer No.	If the contact companies in the hierarchy above the contact company in question are created as customers, these fields will show their customer numbers. These fields are only available if Customer Levels are set up using the designated System Parameters.
Customer Level No.	This field shows the Customer Level number for the contact company in question.
Insert Below Parent in Hierarchy	This field determines whether or not the customer should be inserted in a hierarchy. This field is only available if Customer Levels are set up using the designated System Parameters. If the field is not selected, then the customer will be on the top level in the hierarchy and the parent customer will only be used as a template. If the field is selected, the customer will be inserted into the hierarchy. This means its level will be set to its parent's level + 1 and the hierarchy structure from top parent to the customer will be saved on the customer card.
Fiscal Year End Month	This field shows the month that the customer's fiscal year ends. The month is used for calculating due date and extension date on customer tax returns.
Customer State	This field is used to specify the state of the customer in the approval process. The options are user-created.
Allow Company Customer Creation	This field shows 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.
CRM Customer Key	If the customer has CRM integration, this field shows the Customer Key.
CRM Customer ID	If the customer has CRM integration, this field shows the Customer ID.
Statement No.	This field shows the number of the current account statement. If the reconciliation has a wrong number, it can be changed here.
Date of Last Statement	This is the date on which the customer's last historical statement was created. The field is automatically updated by Maconomy.
Last Statement	This is the number of the latest historical account statement printed out for the customer.
Selected for Reminder	Copy to come.
Total Orders	Copy to come.
Payer Identification	The vendor invoice's payer identification. It is used by Maconomy to create payment files for electronic payment of vendors.
Reminder Assessment Date	Copy to come.
Customer Specific Linking Rule	Copy to come.
Last Reminder Letter	Copy to come.
Company Customer State	This field shows the state of the company customer when it is in the approval process.
Use Fixed Exchange Rates From Job	Select this check box when specifying fixed exchange rates for a company customer. Each time you create a job for the company customer, Maconomy automatically copies the value of this check box to the check box with the same name in the Jobs workspace.
Fixed Exchange Rate Date	This is the date for selecting exchange rate table entries from the system tables.
Customer No.	This field shows the number a direct customer who sells your items to the end customer.
Name 1-5	This is the name and address of the customer who sells to the end customer.
Attn.	This field shows the name of an attention person - the person to whom you want shipping information directed. The information is used on printouts.
Phone	This field shows the customer's telephone number. The information is used for reference.
Fax	This field shows the customer's telephone number. The information is used for reference.
Telex	This field shows the customer's telex number. The information is used for reference.
Giro	This field shows the customer's giro account number.
Carrier	This field shows the means of transport you use to deliver items to the customer. The field is used when you handle orders.
Delivery Mode	This field shows the delivery mode that normally applies to the customer. The field is used when you handle orders.
Delivery Terms	This field shows the delivery terms that normally apply to the customer. The field is used when you handle orders. Delivery Terms are maintained in the pop-up field "Delivery Terms" in the window Popup Fields in the Set-Up module.
Payment Terms	This field shows the payment terms that apply to the invoices for this job.
Blanket Invoice	A check mark in this field indicates that the invoices or credit memos created for the job are ready for blanket invoicing.
Tax	This field shows whether to charge the customer tax on a normal basis. If the field is marked, Maconomy adds tax. The value can be changed on individual orders.
Cash Discount Code	This field shows how much discount should be granted when a customer pays an invoice within a certain period. The codes apply to invoices reconciled in the workspace Customer Open Entry Reconciliation in the Accounts Receivable module.
Invoice Discount %	This field shows the applicable invoice discount percentage on the job. If no discount applies, the value will be zero.
Department	This field shows the department that the customer usually deals with. The department specified here determines which G/L accounts are used when you invoice customer transactions. The department is a reference to item sales accounts, charge accounts, discount accounts, and so on. The posting references are also used when posting interest and reminder charges, as well as when posting cash discounts and exchange rate differences occur- ring from open item reconciling. G/L posting references are specified by means of dimension combinations in the window Posting References in the G/L module. If the window System Information in the Set-Up module specifies that entries are posted by item group or by activity, the posting references for item sales and cost of sales are retrieved from the Item Group Information Card in the Inventory module and from the window Activities in the Job Cost module respectively.
Customer Group	This field shows the group to which the customer belongs. This field is used to classify customers - primarily for statistics.
Country	This is the customer's country. The information is used for reference, and it can be used to make statistics.
Sales Rep. No.	This is the number of the sales representative responsible for the customer.
Currency	This is the customer's standard currency. All customer transactions are converted into the customer's standard currency. This means you can print and send account statements in the customer's own currency. All customer transactions are registered in three currencies: Standard Currency - the currency in which the customer has requested you hold their account. For example DEM if the customer is from Germany. Base Currency - the currency used in your country (USD in the United States) and in which your books are kept. Original Currency - the currency of a given transaction. For example FFR, if a German customer pays in French Francs. To prevent inconsistencies, you cannot change the customer's currency if entries have been posted or are ready to be posted on the customer. Currencies are maintained in the pop-up field "Currencies" in the window Popup Fields in the Set-Up module.
Language	This is the language of the customer. The selected language is used, for example, on printouts of item descriptions on sales order documents and in connection with language texts. For further information about this window, see the description of the window Language Texts in the Set-Up module. Languages are maintained in the pop-up field "Language" in the window Popup Fields in the Set-Up module.
Warehouse	This field shows the warehouse in which the re-location of items is to take place. When creating a transaction, specify the relevant warehouse in this field. Once the transaction has been created, this field can no longer be changed.
Price List	This is the name of the price list the item is priced by, if applicable. If the price is not from a price list, or if the item is a BOM without price control, the field is blank.
Price Step	This is the price list step the item is priced by.
Charge 1-4	These fields show charge codes normally added to an order to the customer. The customer might, for example, pay a handling charge or a delivery charge.
Bill to Customer	This field shows the bill-to customer on the job to be invoiced with the amount on the line.
Control Account	The control account is a reference to two G/L accounts - a Vendor control account and an account for un-reconciled entries.
Credit Limit, Company Level	Copy to come.
Auto. Reconciliation	Copy to come.
Remarks	Enter remarks about the current line.
Reminder Level	This field displays the reminder level of the reminder letter. The reminder level of the letter is the highest level of one of the reminder letter lines.
Reminder Date	The date the reminder letter was created and sent to the customer.
Previous Interest Charge Notice	This field shows the previous interest charge notice.
Statistics 1-4	The four codes can be selected/not selected in the selection criteria islands in windows where statistics are printed. If a statistics list has been specified in a given statistics list field in this island, only values available in the list in question can be selected in the corresponding statistic value field. If a statistics list field has been left blank, any text can be entered in the corresponding value field.
Created by	This field shows the user name of the person who created the line.
Created on	This field shows the date on which the line was created.
Changed by	This field shows the name of the user who made the last change to this line.
Changed on	This field shows the version number of the line.
Version	This field shows the version number of the line.
Location	This field shows the location of the customer.
Entity	This field shows the name of the entity associated with the customer.
Project	This field shows the customer's project.
Contact Person	This field shows the contact person's name and number.
Agreement	This is the agreement with the customer that has significance for sales orders to the customer. The information is not used anywhere else in the system.
Zip Code	This is the zip code of the contact person.
Postal District	This is the name of the postal district in which the current contact person resides.
Tax No.	This is the customer's tax number.
Remark 1-3	This field shows the remarks pertaining to the current customer.
EU Trade Type	This value is either "Normal" or "Triangulation" to indicate the EU trade type. Triangulation means you act as agent for a vendor in another EU country and a customer in a third EU country. Triangulation sales are not included in the EU sales part of the tax specification. The trade type can be changed during order processing.
Enterprise	This field shows the enterprise to which the tax code on the tax table line should apply.
Segment	This field shows the segment to which the tax code on the tax table line should apply.
Show Price Mark	This field is only used if you have Maconomy's layout editing tools. Using Maconomy's layout editing tools, you can add fields to invoice and packing slip layouts, which, with a plus or minus sign, indicate if the item is sold at a higher or lower price than in the previous sale to the same customer. The unit price in the previous sale can be seen in the window Item Assortment in the Inventory module. If the field is marked, higher and lower prices will highlighted. It indicates to the customer, that the price calculation should be adjusted if the items are being sold to others.
Price on Packing Slip	This field shows the price of individual items on the packing slip.
Combined Picking List	Copy to come.
Company Tax Code	This is the company tax code for the customer on the current line.
Back Order Handling	This field shows which method is normally used for handling back orders to the customer. It is retrieved from the Customer Information Card window and cannot be changed here.
Cust. Payment Mode	This field displays a customer payment mode.
E-mail	This field shows the e-mail address of the customer. The field is for reference only.
Contact Comp. No.	If the customer has been created as a contact company, the contact company number in question is shown in this field.
Customer Type	This field shows the customer type of the current customer. The field is used for organizing customers.
Account Stm. Cust.	Copy to come.
Our Contact	This is the number of the employee who is in charge of the customer in question. The employee must exist in Maconomy.
Area	This is the area assigned to the customer. Areas are maintained in the pop-up field "Segments" in the window Popup Fields in the Set-Up module. The field is used for statistics.
Markup %	This field shows the markup percentage for amount activities. If the field is completed, the specified value will be transferred when you create a new job on the current customer in the Job Cost module.
Job Price List, Sales	This field shows a job price list for the calculation of sales prices.
Charge Table	This field shows the charge table to be used in the calculation of charges on transactions regarding the current customer. When quotes, sales orders, and credit orders are created for the current customer, the charge table is transferred to the transaction in question.
Charge Discount %	This field shows the charge discount percentage to be applied to charges on transactions regarding the current customer.
Purpose	The functionality of this field is similar to the functionality of the field "Location" above.
Spec. 1-3	The functionality of these fields is similar to the functionality of the field "Location" above.
Local Spec. 1-3	The functionality of these fields is similar to the functionality of the field "Location" above.
Overwrite Location	In this field, you can specify if the location shown in the field "Location" should overwrite any manually entered location.
Overwrite Entity	The functionality of this field is similar to that of the field "Location" above.
Overwrite Project	The functionality of this field is similar to that of the field "Overwrite Location" above.
Overwrite Spec. 1-3	The functionality of this field is similar to that of the field "Overwrite Location" above.
Overwrite Purpose	The functionality of this field is similar to that of the field "Overwrite Location" above.
Settling Company	This field displays the name and number of the settling company of the customer.
Overwrite Company	If you want the value in the field "Company No." on the line to overwrite any manually entered values for the company dimension, you can indicate this by marking this field. If you do not select to overwrite, the company number on the line will only be derived if the dimension field to which the derivation is performed is blank.
Company No.	This field shows the number of the company that the approval line refers to.
Collection Agreement	This field shows the agreement number that the current customer has been assigned at the payment agent who is connected to the selected customer payment mode. The field is only used for electronic customer payment modes.
Overwrite Local Spec. 1-3	The functionality of this field is similar to the functionality of the field "Overwrite Company".
Access Level	This field shows the access level for this line.
Soc. Security No.	This is the social security number of the customer.
Company Reg. No.	This is the registration number of the current company.
Job Surcharge Rule	The rule specified in this field is copied to the window Job Information when you create a new job on the current customer. The rule must be created in the window Job Surcharge Rules and can be changed in the windows Job Information or Job Budgets in the Job Cost module. See the description of the window Job Surcharge Rules for a detailed description.
Popup 1-5	This field includes further information regarding the current customer. You might, for example, specify a "hold" code or information about substitution items. The pop-up options are maintained in the pop-up fields "Customer Popup 1-5" in the window Popup Fields in the Set-Up module.
Remark 5-10	These fields show remarks about this line.
Invoice Layout	This field shows the invoice layout rule.
Credit Card No.	This field shows the credit card number assigned to the pay-to vendor.
Expiry Date	This field shows the expiry date of the credit card specified in the field "Credit Card No." above.
Catalog No.	This field shows the catalog assigned to the customer. This field is only used if you have installed the add-on module Maconomy Web Shop.
Destination No.	In this field, you can enter a destination number if items to the current customer are usually delivered to a given destination.
Consignment Type	In this field, select the consignment type normally used when delivering goods to the current customer.
Job Price List, Intercomp.	In this field, you can select a job price list for the calculation of intercompany prices. In the Job Cost module, this job price list will be transferred to the new job when you create a job with the current customer.
Job Price List, Cost	In this field, you can select a job price list for the calculation of cost prices. In the Job Cost module, this job price list will be transferred to the new job when you create a job with the current customer.
Collection Group No.	This field shows the collection group number to which the current customer belongs. The collection group number is supplied by the payment agent. If the payment mode of the customer is electronic, you must specify a collection group number in this field.
Reminder Text Group	This field displays the reminder text group assigned to the current customer. The reminder text group is copied from the window Company Specific Payment Information and cannot be changed in this window.
Parent Customer	This field shows the name of the parent customer.
Linking Rule	In this field, you can specify the linking rule that you want to use between the parent customer and the new customer. If you have specified a parent customer in the field "Customer No." above and you do not specify a linking rule in this field, Maconomy will use the standard linking rule created between the tables "Customer" and "Customer" in the window Linking Rules in the Set-Up module, if any. If no standard linking rule has been created, Maconomy will display a message. Linking rules contain information about what information should be copied from a parent customer to the current customer. Linking rules are maintained in the window Linking Rules in the Set-Up module. For further information about linking rule creation and usage and rules concerning the copying of field information from parent customers, see the description of the window Linking Rules in the Set-Up module.
Interest Charge/Reminder Principle	This is the interest charge/reminder principle to be used for the current customer. Interest charge/reminder principles are maintained in the window Interest Charge/Reminder Principles. For further information about interest charge/reminder principles, see the description of this window.
Campaign No.	This field shows the number of a marketing campaign that has resulted in the creation of the current customer. Note, however, that the campaign number is not transferred to quotes, sales orders, and so on, which are created for the customer.
Dimension Comb. No.	In this field, you can enter the number of a dimension combination of the type "Dimension Derivation" created in the window Dimension Combinations. If you specify a dimension combination, Maconomy will use the values in this dimension combination when deriving dimensions from the current customer. However, any dimension derivation values specified in this island will be used instead of those specified for the same dimensions in the dimension combination. This means that the dimension combination only applies to the dimensions for which no value has been entered on the customer information card.
Document Archive No.	In this field, you can assign a document archive to the event. By assigning a document archive to an event, you can keep track of the various documents related to the event. Document archives are created in the window Document Archives in the Set-Up module. See the description of that window for further information on the use of document archives.
Blanket Order	In this field, you can specify whether quotes and orders for the current customer should be created as blanket orders. If you mark this field, quotes and orders created for the customer will be created as blanket orders, that is, with the corresponding field marked. See the description of the field "Blanket Order" in the window Sales Orders in the Sales Orders module for further information on the functionality of blanket orders.
Instance Key	This field shows the instance key of the budget line.
Job Price List, Standard Sales	In this field, you can choose a job price list to be used for calculating the standard billing prices of the activities used for the job. The functionality of this field is similar to that of the "Job Price List, Sales" field. This field also shows the description of the specified job price list. The description derives from the Job Price Lists workspace.
Statistics 1-3, List	Copy to come.
Remark 11-20	This field shows comments about the customer.
Keep Price	This field shows whether the unit price and discount percentage on the current line should be recalculated when changing the quantity. If this field is marked, a change in quantity will not cause the current unit price or discount percentage to be recalculated, even if the new quantity results in, for example, a different price step.
Price Adjustment Principle	In this field, you can specify a price adjustment principle to be suggested on subscriptions created for the current customer. For further information about price adjustment principles, see the window Price Adjustment Principles in the Subscription module.
Team 1-6	In these fields, you can specify the name and number of a team of employees to be assigned to the customer, for instance because the customer prefers to work with a given team. Teams are created in the window Teams in the Set-Up module. When you create a new job for the current customer, the teams specified for the customer are automatically copied to the job, unless another team is specified in the corresponding field on the job.
Termination Date	If co-operation with the current customer has ceased, you can specify in this field the date on which co-operation was terminated.
Option List 1-10	If co-operation with the current customer has ceased, you can specify in this field the date on which co-operation was terminated.
Selected Value 1-10	This field shows a number of values for further specification of the current personnel requisition.
Global Location No.	If the customer on the current line has requested that you use a specific global location number on invoices pertaining to the current job, you can specify the location number in question here. The number specified here will be transferred to invoices created for the customer in connection with the current job. Maconomy suggests the global location number specified in the window Company Specific Payment Information for the customer in question, but you can change it here if the location number to be used in connection with the current job is not the same as the standard location number of the customer. For further information about the concept of global location numbers, see the introduction to the window Company Locations in the G/L module.
Transaction Timestamp	This field shows the time of creation or the latest revision of the current line.
Holiday Calendar Name	Name of a holiday calendar used by the customer.
Expected Days to Payment	This field shows the expected number of days to payment (the expected number of days from the invoice date to the date of payment). If the expected days to payment is set to zero days, then the expected payment date will be the same as the due date. The expected days to payment is currently used only for calculating expected payment date on job invoicing plans.
Employee 1-10	These fields show up to 10 employees assigned to the current job.
Remark 21-30	Copy to come.
Customer Job Option List 1-3	Copy to come.
Selected Customer Job Value 1-3	Copy to come.
Post Vendor Exch. Rate Variances on Job	Use this field to specify how to post exchange rate variances that occur when you register vendor payments. If this check box is selected, the exchange rate variances are posted to the jobs to which the paid vendor invoices were allocated. If this check box is not selected, the exchange rage variances are posted to the Vendor Exchange Rate Gain or Vendor Exchange Rate Loss account. The default value is that the check box is not selected. Maconomy uses the value of this field as the default value for the Post Vendor Exch. Rate Variances on Job field for newly created company-specific customers for this customer.
Show Customer Balances on Invoice	Select this field to indicate that you want to see the customer's prior and new balance on the job invoice printout. The default value is inherited from the customer / company-specific customer; however, you can override it in the Invoice Selection, On Account Invoice Selection, and Blanket Invoice Selection windows.
Show Customer Statement On Invoice	Select this field to indicate that you want to see the customer statement on the job invoice printout. You can override this selection in the Company Customer Information Card and in Invoice Selection.
Show Customer Aging On Invoice	This field indicates whether to show the A/R aging on the job invoice printout.
Detailed Invoice Specification	This field shows the detailed invoice specification.
Account Manager No.	This field displays the account manager employee number.
Stock Symbol	This field allows for specifying the stock symbol if the customer refers to a listed company. If contact customers are used, the stock symbol on both customer and contact company will always be synchronized. When a stock symbol is set, the customer home, company customer home, and contact company home sections in the Workspace Client will have integrations to Google Finance, showing information about the stock.
Approval Group, Instance Key	Copy to come.
Submitted	This field shows whether the customer line has been submitted.
Approved	This field shows whether the customer line has been approved.
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 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."
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.
Status	Copy to come.
First Activation Date	When the Status field is set to Active, this field name is First Activation Date and it displays the date that the customer was first made active. When the Status field is set to Inactive, this field name is Active Period and it displays the date interval that the customer was active.
Last Inactivation Date	Copy to come.
Spec. 4-10	These fields show the specifications assigned to the current line.
Local Spec. 4-10	These fields shows the local specifications assigned to the current line.
Overwrite Spec.4-10	The functionality of these fields is similar to that of the Spec. 4-10 field.
Overwrite Local Spec.4-10	The functionality of these fields is similar to that of the Local Spec. 4-10 field.
Sales Person Name	Copy to come.
Our Contact Name	Copy to come.
Company Name	This field displays the name of the company to which the budget hierarchy line pertains.
Parent Customer Name	This field shows the name of the parent customer.
Employee 1-10 Name	If you have already selected an employee number in the Employee 1-10 fields, these fields automatically show the employee name associated with the employee numbers. If you use Ctrl + G to search for employee name, you can manually add an employee.
Payment Customer Name	This field shows the name of the customer who must pay the invoice.
Statement Customer Name	Copy to come.
Level Name	Copy to come.
Level 1-5 Customer Name	Copy to come.
Settling Co. Name	Copy to come.
Settling Co. Info. Line	Copy to come.
Submitter	Approval lines created on the basis of the current hierarchy line must be approved by the person submitting the approval line.
Submitter Name	This is the name of the person submitting the approval line.
Submitter Position	This is the position of the person submitting the approval line.
Submitter E-mail	This is the e-mail address of the person submitting the approval line.
Submitter Phone	This is the phone number of the person submitting the approval line.
Submitter Mobile	This is the mobile number of the person submitting the approval line.
Submitter Company No.	This is the company number of the person submitting the approval line.
Submitter Company	This is the company of the person submitting the approval line.
Account Manager	This is the account manager of the customer.
Account Manager Position	This is the position of the customer's account manager.
Account Manager E-mail	This is the e-mail address of the customer's account manager.
Account Manager Phone	This is the contact number of the customer's account manager.
Account Manager Mobile	This is the mobile number of the customer's account manager.
Account Manager Company No.	This is the company number of the customer's account manager.
Account Manager Company	This is the company name of the customer's account manager.
Customer State	This field shows the state of the customer during the approval process.
Company Specific	Copy to come.