Customers (CUS) form - Account tab

Invoicing Customer Code

The customer who holds the account on behalf of a multisite customer. In a multisite environment, a group of customer locations may have one invoicing point and one consolidated debtors/receivables account.

Note:  You cannot enter both an Invoicing Customer Code and an Actual Account.

Actual Account

The chart of account's debtors/receivables or client account code for this customer. All of the transactions entered or generated for this customer are posted to this account. This account must be entered, unless an Invoicing Customer applies on a multisite customer.

Note:  You cannot enter both an Invoicing Customer Code and an Actual Account.

If you enter a chart of accounts code that does not exist you can choose to create this new account. If so, you must enter all of the remaining account details.

If you select an existing debtor/receivables or client account, the account details appear in the relevant fields and you can alter any of this information, if required. You must select an open or suspended account and cannot choose an account that has been assigned to another customer.

Account Short Heading 1

Description

Status

Lookup Code

Data Access Group Code

Account Type

The type of chart of accounts account. This defaults to Debtor but can be changed to Client, if the new customer is also a supplier.

User Area

A free format area you can use to maintain any additional information required for the customer.

Balance Type

This field enables you to indicate whether this account is a Balance Forward or an Open Item account.

Link Account Code

The account code of an account to be linked with this account via Journal Presets (JNP). Otherwise, leave this blank.

Expected Revenue Account

A default revenue account to be used for this customer. This account is used as the default in SunSystems Order Fulfilment.

Long Description

Any additional descriptive information you want to maintain for the customer.

Chart of Accounts

Click on this button to access the Chart of Accounts record for the current customer code.