Adding and maintaining clients details

A client account is used in Financials to record the financial transactions for an organization that is both a customer and supplier.

If the organization is both a customer and supplier, you should begin by creating a single ledger account with an account type of Client to maintain the ledger transactions for the organization.

You should then set up both a supplier record for the organization using Supplier (SUS) and a customer record using Customers (CUS). Although some of the customer and supplier details are the same, other details relate to the different customer and supplier processes. For example, different payment terms and payment methods are required, and different sales order and purchase order details are required if Order Fulfilment is in use.

You can use the same code as the customer and supplier code, or you can assign different codes.