Customers
This form stores all the relevant information for storing basic customer data, tracking what customers buy from the company and what customers owe. It also shows how much a customer has purchased from the company during the current year and during the previous year.
You must set up a customer record for each customer. This record maintains detailed information for the customer, and this information is accessed throughout the system.
You can set up a customer record so that a customer can have one Bill To address and multiple Ship To locations. In the customer record, it is also possible to specify whether the balance method used for a customer is Balance Forward or Open Item.
On this form, if you use a Terms code with multiple due dates assigned to it, you cannot use these options:
- Letter of Credit
- Consolidated Invoicing
- Payment Type: Draft
In a multi-site environment, the globe symbol is displayed to the right of the Credit Limit, Posted Balance, and On Order Balance fields. This symbol signifies that these fields are global. The amounts displayed in these fields are the accumulated total amounts.
If the customer is on credit hold, a red X is displayed at the top of the form. If the customer is not on credit hold, a green check mark is displayed.
When a customer is placed on credit hold, no shipments can be made to that customer. Placing a customer on credit hold does not place individual orders on credit hold, but if the customer is on credit hold, the system will not allow shipments to that customer.
If you are integrated with Distribution SX.e, then the Sales Order Status field is displayed on the Credit tab. The value of this field is based on the Sales Order Status field on Customer Setup-Credit records in Distribution SX.e. If the sales order status is set to No, then new service orders, contracts, or incidents cannot be created for the customer.