Maintaining Service Customers

Customer

Select the customer.

Ship To

The Customer Ship To location is displayed.

Terms Code

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

Bill To

Ship To

The Customer Ship To location is displayed.

Directions

Specify instructions concerning the geographical location of a customer.

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.