Select the terms code for this customer. The terms
code is used to identify specific billing terms that apply to this customer
or this order. This value displays as the default when you enter invoice and
debit transactions. The terms code is used when determining the transaction
due date and the discount information. The code entered here must be in the
terms code file.
Price Code
Select the price code for the customer.
Default Bill Manager
Specify the Partner identification of the person responsible
for verifying that the SRO is properly invoiced.
Deposit Required
Select this check box to prevent any material, labor, or
miscellaneous transactions from being posted to the SRO until the deposit due
is equal to zero.
Apply Open Deposits
Select this check box to apply deposits from the customer
that are not directly tied to a particular SRO to the current SRO.
Service Partner
Select the preferred partner to use for performing service.
Region
Select the region for the current service customer record.
This value is used as the default for new incident and SRO records where this
customer is used. The selections available are set up and maintained through
the
Service Regions form.
Ship Via
Specify the ship via code to use for this SRO. The ship via
code is used to identify the preferred shipping method of the customer. The
default value is based on the customer selected but can be overwritten. The
codes are set up and maintained on the
Ship Via Codes form.
Service Type
Select the service type for the contract being
sold to a customer. The codes are set up and maintained through the
Contract Service Types form. A
default value for new contracts can be set on the Contract Parameters tab of the Service Parameters form.
Exclude Waiver Charge
Select this check box if you do not want to apply waiver
chargers to the customer when calculating service contract charges.
Priority Code
Select the priority code to use as the default on an Incident
created for this Contract, Unit, Item, or Customer.
POS Payments Type Accepted
Select the forms of payment that may be used for point of
sale order transactions:
On Account
Credit Card
Cash
Check
Specify this information on the
Address tab:
Bill To
Ship To
The Customer Ship To location is displayed.
Directions
Specify instructions concerning the geographical location of
a customer.
The
Deposits tab shows all of
the deposits that have been received for the customer. Only open deposits and
deposits related to service orders where the bill status is not complete are
displayed. Specify this information:
Total Deposit Required
Specify the total amount of down payment required from the
customer.
Deposit Received
The accumulated deposit amount received from the customer is
displayed.
Deposit Applied
The deposit amount that has been applied to the SRO is
displayed.
Click Deposits to open the Service Order
Deposits form.
On the
SROs tab, all the service
orders for the selected customer are displayed.
Click View to open the Service Orders
form for the selected grid record.
On the
Incident tab, all the
incidents for the selected customer are displayed.
Click View to open the Incidents form
for the currently selected incident.
On the
Unit tab, all units owned by
the selected customer are displayed.
Click View to open the Units form for
the selected unit.