Setting up Customers (CUS) form - Account tab

  1. Specify this information:
    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
    The full name or description of the data item or record. This is used to identify it on reports and inquiries.
    Status
    Each static data record contains a status code that determines the current processing status of the record. A status is assigned to each static reference record, for example to every account, asset, customer and supplier. It determines the current processing status of the record.
    • Open - this status is set automatically when you add a new record, for example, if you create a new account. Open items are available for input, inquiry, processing and reporting.
    • Hidden - a record with a hidden status does not appear on any inquiries but is available for input, processing and reporting.
    • Suspended/Held - a suspended record.
    • Closed/Completed - a closed record cannot be used for input or processing. For example, you cannot post transactions to a closed account or analysis code.
    You can alter the status of a record at any time. You must use the options on the Action menu to change the status.
    Lookup Code
    A lookup code can be used to find a record, as an alternative to the record code. It is often set to a shortened version of the description. It is particularly useful if a record is often referred to using different codes. For example, the Chart of Accounts code for Fuel Expenses is 75201 and the Lookup Code is set to FUELEXP.
    Data Access Group Code
    The Data Access Group is used to restrict operator access to the data, for example, to an account or customer record. Leave this blank to allow any user to access the record. Data Access Groups are maintained using Security Console.
    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.