What is a customer?

A customer represents a single geographical site of an organization to whom you supply goods and services.

Customers are used throughout SunSystems. In SunSystems Order Fulfilment, quotes, sales orders and invoices can be entered for customers. In Financials, customers are used indirectly because they are linked to an associated debtor/receivables account, or client account.

All of the static details relating to a customer are entered and maintained using Customers (CUS).

A large amount of information can be maintained for a customer, some of which is only required if you are using Order Fulfilment. In addition to the predefined customer details, a customer may have up to ten analysis codes. You can use these analysis codes to maintain other useful information. For example, you might establish analysis dimensions to record customer credit rating and sales areas codes for each customer.

Uwaga: A debtor/receivables account may also have up to ten analysis codes and these may be totally different to the ten customer analysis codes.

Linking a Customer to a Ledger Account

A customer is linked to a single debtor/receivables account, or a client account, in the Financials ledger. This account holds all of the financial postings for the customer. When you add a new customer you can create the associated debtor/receivables account at the same time by entering all of the chart of account details.

A customer must have an account before it can trade. To do this it must have either its own account, or be linked to another customer who does have an account using the Invoicing Customer Code. This allows more than one customer to be linked to the same ledger account. It is used for multi-site customers, where the customer has a number of locations or sites where only one of which is the central invoicing point.

One-Off Customers

You do not need to create a separate customer record for every one-off customer. Instead, you can define a single one-off customer and enter all of the invoices from one-off customers to this single customer record. You use the Single Payment method to indicate that each transaction (invoice) is to be paid for separately, and reference the customer's address on the transaction.

What is a customer?

Linking a Customer to a Ledger Account

One-Off Customers

Other Customer Links