Viewing the Account Accounting details

Use the Accounting View in the Account details page to view the detailed information from the integrated back office application.

  1. Access the Account details page.
  2. Click Detail menu and select Accounting.
  3. View or modify this information:
    Back Office
    The associated integrated back office application.
    Note: 
    • This information cannot be modified, after the account is successfully promoted to an integrated back office application.
    • This field is enabled when the Allow Override of Back Office Setting check box is selected in the User Maintenance page.
    • The Default Back Office value specified in the user maintenance page is defaulted.
    Accounting Entity
    The company or accounting entity as defined by the integrated application.
    Note: 
    • This information cannot be modified, after the account is successfully promoted to an integrated back office application.
    • This field is enabled when the Allow Override of Back Office Setting check box is selected in the User Maintenance page.
    • The Default Accounting Entity value specified in the user maintenance page is defaulted.
    Payment Method
    The method of payment for the bill.
    Payment Terms
    The payment condition or conditions that must be met.
    Finance Limit
    The total credit limit for a customer to be used during a credit check.
    Base Finance Limit
    The credit limit for this account, in the base currency.
    CO Number Mandatory
    Indicates if customer order number must be specified on the order entry as defined by the integrated application.
    Note: This field cannot be modified after the account is successfully promoted to an integrated back office application.
    Notes
    The notes from the associated ERP system from most recent to oldest. These notes cannot be modified after the account is successfully promoted to an integrated back office application.
    Customer ID
    A unique ID defined by the integrated application.
    Customer Type
    The type of customer.
    Territory
    The territory to which the record must be assigned. Select an appropriate value from the list. The available options are specific to the integrated application.
    SIC Code
    The Standard Industrial Classification Code of the account.
    Variation ID
    A sequence number defined by the integrated application.
    Tax ID
    The government provided tax identification number for the business or individual.
    Tax Applicable
    Indicates if customer is required to declare VAT or sales tax on a specific order as defined by the integrated application.
    Note: This field cannot be modified after the account is successfully promoted to an integrated back office application.
    VAT Included
    Indicates if sales prices include VAT as defined by the integrated application.
    Note: This field cannot be modified after the account is successfully promoted to an integrated back office application.
    Sync Status
    The status of synchronization to the host system.
    Complete Orders Only
    If this check box is selected, shipments are sent only when the entire order is ready to be shipped.
    Carrier
    The carrier used for delivering the requested products.
    Location
    The site or office that generated the account.
    Note: 
    • This information cannot be modified, after the account is successfully promoted to an integrated back office application.
    • This field is enabled when the Allow Override of Back Office Setting check box is selected in the User Maintenance page.
    • The Default Location value specified in the user maintenance page is defaulted.
    • This is not applicable for M3 integrated customers.
    Warehouse
    The warehouse used as default for sales orders.
    Note: 
    • This information cannot be modified if the account is successfully promoted to an integrated back office application.
    • This option can be enabled by selecting Allow Override of Back Office Setting check box on the User Maintenance page.
    • The Default Warehouse value specified is defaulted based on the user maintenance page.
    • This is applicable only for M3 integrated customers.
    Customer Stop
    Indicates if customer order entry must be blocked as defined on the integrated application.
    Note: This field cannot be modified after the account is successfully promoted to an integrated back office application.
    Business Chain Level 3
    The delivery customer’s business chain level 3 customer. The price or discount can be retrieved from this business chain identity if there is no price or discount applicable for the delivery customer.
    Note: 
    • This is applicable only for M3 integrated customers.
    • This field cannot be modified after the account is successfully promoted to an integrated back office application.
    Internal Customer
    Indicates that the customer is part of the company.
  4. Click Submit.
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