Creating company customer billing and order entry options

  1. Select Financials > Receivables > Customers > Company Customers.
  2. Click Create.
  3. On the Billing tab, specify this information if a Billing company has been established and this Receivable customer is also a Billing customer:
    Customer Code
    Select a customer code for report considerations in customer classification.
    Price List
    Select a price list to automatically price customer orders and billing invoices.
    Territory
    Select a sales territory to use for limited selections and reporting.
    Carrier
    Select the freight carrier that is associated to the customer. This field must be a valid Payables vendor.
    Billing Freight Code
    Select a freight code to identify the required edits during the shipping feedback. This field must be a valid Billing freight code.
    Broken Case Charge
    Select this check box if a broken case charge is required to satisfy a customer order in Item and Order Billing.
    Sales Representative
    Select a secondary sales representative that is assigned for customers.
    Invoicing Line Items
    Select this check box if the Billing line items are to be interfaced into Receivables for an invoice.
  4. On the Order Entry tab, specify the following information if a Billing company has been established and this Receivable customer is also an Order Entry customer:
    Default Location
    Select a default ship-from location.
    Default Method
    Select a default shipping method.
    Acknowledgement Required
    Select this check box if an acknowledgement is required for customer orders.
    PO Required
    Select this check box if purchase order is required for customer orders.
    Priority
    Specify a number from 1 to 99 with 1 having the highest allocation priority. This is used by inventory allocation to determine which customers get available inventory.
    Last Return Authorization Date
    Select the date when return authorizations cannot be generated if the Billing company is setup to limit return days by a specific date. You cannot generate return authorization on or after this date.
    Credit Check Entry
    Select this check box if a credit check is done at order entry creation.
    Credit Check Print
    Select this check box if a credit check is printed when creating a picking list.
    Allow Backorders
    Select this check box if backorders are allowed.
    Allow Returns
    Select this check box if returns are allowed.
    POD Required
    Select this check box if proof of delivery is required.
    POD Grace Days
    Select the number of proof of delivery grace days allowed.
    Ship Complete
    Specify the ship complete value.
    Proforma Cash In Advance Required
    Select this check box if cash in advance is required for proforma invoices.
    Proforma Cash In Advance Required Percent
    Specify the percent of cash in advance required for the proforma invoice if proforma cash in advance is required check box is selected.
    Cash In Advance
    Select this check box if cash in advance is required for customer orders.
    Cash In Advance Percent
    Specify the percent of cash in advance required for the order if cash in advance is required check box is selected.
  5. On the Process Codes section, specify this information:
    Order Discount Code
    Select the discount code when assessing discounts for a customer order.
    Credit Limit Hold Code
    Select the hold code when assessing credit for a customer order.
    Order Limit Hold Code
    Select the hold code when assessing an order limit for a customer order.
    Single Order Hold Code
    Select the hold code when assessing an order limit for a customer order.
    COD Hold Code
    Select the cash on delivery hold code for a customer order.
    Single Order Limit
    Specify the maximum order amount allowed for a customer order.
    COD Order Limit
    Specify the maximum order amount allowed a cash on delivery customer order.
  6. On the Aging section, specify this information:
    Aging credit percent
    Select the percentage of the credit limit allowed in each aging period.
    Age Hold Code
    Select the hold code that will be applied to the customer if they fail the credit check for the related aging period percentage limit.
  7. Click Save.