Customer Inquiry - Group field descriptions

Field descriptions are presented in alphabetical order within each section.

The information on the Group view is populated based on values you specify in the Customer #, Ship To, and Group fields.


Value entered			Action
Customer #	Ship To	Group
none	none	valid ID	Group balances are displayed in the Group view; no data in Customer or Ship To views
valid #	none	valid ID	Customer balances are displayed; group balances are displayed in Group view
valid #	valid #	valid ID	Data specific to customer in Customer view; data specific to ship to in Ship To view; and data specific to group in Group view
valid #	none	none	Only customer balances are displayed; no data is displayed in Group view
valid #; not in group	none	valid ID	Customer/Group Selection window opens

Group

Address: The group's address.
Address Override: This Address Override setting is displayed for information only. Address Override is part of the AvaTax Address Validation feature. The Address Override setting is selected during the AvaTax Address Validation process. This override makes the tax calculation with a General Delivery address to avoid an error. This is beneficial when the address is not in the United States Postal Service (USPS) database yet, such as with new construction.
City: The group's city.
Country: The group's country of origin.
Comment: Displays the comments you specified in the Comment field in Customer Setup-General-Contact. Used to give specific details about the group (for example, Extend credit).
Fax #: The group's fax number.
Name: The full name of the group.
Phone #: The group's telephone number. The number can include four digits for an extension.
State: The group's state.
Status: Indicates if the group is active or inactive. The group can only be inactivated in Customer Master Group Setup.
Zip Code: The group's zip code.

Period Balances

Future Invoice Balance

The future invoice balance is based on the terms for each invoice, miscellaneous credit, or service charge.

Period Balances

The dates displayed in periods 1 through 5 are based on:

the number of days entered for each aging period in SA Admin Options-Customer-Balances
the date the Customer Entry Roll Balances Report was last run

A balance in periods 2 through 5 indicate the customer is past due. Click any of the aging periods to view transaction detail for that period.

Note: When an AR transaction is entered, the current period (1) is updated, regardless of the due date. When the Customer Entry Roll Balances Report is run, transactions are aged and placed into the appropriate period.

Credit Balances

# of Invoices: Updated by the Sales Entry Invoice Processing Report, this infinite running total is updated each time an invoice is processed for this customer.
# of Payments: Updated each time an invoice is paid, this is an infinite running total.
# Times Late: Each time an invoice is paid after the due date, this infinite running total increases by one.
Credit Available: Amount of credit available for this group.
Credit Established: Reflects the date this record was originally set up, or the date the account was esviewlished with the company.
Credit Limit: The credit limit for this group.
Credit Manager: The credit manager for this customer, ship to, or group. The credit manager is in charge of obtaining credit reports, maintaining and updating credit information, and approving credit.
Credit Type: The method for applying the credit limit to the group: Apply Group Limit, Group in Hierarchy, or Bypass to Customer. The credit type is set up in Customer Master Group Setup-Credit.
High Balance: The highest balance the group has ever maintained.
Hold Period: Indicates if holds are placed on orders for this customer.
Last Past Due: The last invoice paid that was after the due date. This is not necessarily the last invoice paid.
Last Pay: The amount of the last payment. It is not necessarily the highest invoice amount.
Last Pay Date: The date of the last payment.
Last Purchase: The date of the last order processed through the Sales Entry Invoice Processing Report or invoice posted through Customer Transaction Entry.
Last Purchase Date: The date of the last order processed through the Sales Entry Invoice Processing Report or invoice posted through Customer Transaction Entry.
Vendor Manager: The vendor manager is the customer, ship to, or group's representative who should be contacted about credit problems.
Vendor Phone #: The phone number of the vendor manager.

Statement Balances

Credit Available: Amount of credit available for this group.
Credit Limit: The credit limit for this group.
Down Payments: This is updated each time a down payment is received from this customer in Sales Order Entry. It is decreased when the order is processed through the Sales Entry Invoice Processing Report. The amount in this field represents down payments of non-invoiced orders. This is considered a liability to your company.
Future Order: This is updated when orders are entered with an order type of Future Orders with a future promised date. This balance reflects outstanding orders, not ones that have been invoice processed. This amount is included when determining whether the group is over the credit limit.
Last Pay: The amount of the last payment. It is not necessarily the highest invoice amount.
Last Pay Date: The date of the last payment.
Last Purchase: The date and amount of the last order processed through the Sales Entry Invoice Processing Report or invoice posted through Customer Transaction Entry.
Last Statement Balance: Updated by the Customer Entry Statement Print Report, unless the statement is a demand statement.
On Order: The balances of all outstanding order types in Sales Order Entry that are Stage 1 (Entered) or greater, excluding future orders and C.O.D. orders. These are orders that have not been invoice processed. This amount is included when determining whether the group is over its credit limit.
Prior Statement Balance: The last statement balance is moved to this field when the The Customer Entry Statement Print Report is run.
Rebates Due: Updated by Sales Entry Invoice Processing Report and Customer Transaction Entry. Customer Transaction Entry can increase or decrease the rebates due balance.

YTD Balances

Cash Discount: Updated through Customer Cash Receipts Entry. It is determined from the terms associated with each invoice. If the invoice is paid within the specified number of days, the customer qualifies for a cash discount. Cash Discounts YTD is a running total of all invoices.
Cost: The costs for the current and previous year-to-date (YTD) for the total sales YTD for the customer.
Gross Margin $: The gross margin amount is calculated based on domestic sales and discount amounts. These are converted from foreign currency amounts before the gross margin calculation using the current sales exchange rate.
Gross Margin %: The gross margin percentage is calculated based on domestic sales and discount amounts. These are converted from foreign currency amounts before the gross margin calculation using the current sales exchange rate.
Rebates: An accumulation of all rebates given to this group through one year.
Returns: The amount of returns this year and last year. Orders with RM order types update this field.
Sales: The groups's purchases this year and last year, less returns. To determine the total sales YTD for this group, you must add the Sales YTD and Returns YTD fields together.
Service Chrg: The amount the group has been service charged this year and last year.
Unearned Discount: Calculated from the terms associated with each invoice. If the invoice is not paid within the specified number of days, but the customer still takes the cash discount, the discount is considered unearned.