|
Field |
Description |
|
Customer # |
Assign an available number for this account. An 'E' at this field will go back and ask "Add, Delete Modify, Inquire, or End". |
|
Type |
This indicates the type of customer. I-Industrial, C-Commercial, D-Distributor, R-Retail, etc. |
|
Name |
Enter the customer's name, last name comma first name. On statement and invoice printing the left and right hand sides of the comma will be reversed. For example an entry of 'Smith Jr., John Q. ' will print on the invoice as 'John Q. Smith Jr.' |
|
Address |
This would be the address, city, state and zip code for the billing of this account |
|
Salesman |
the primary salesman for this account should be entered in this field. |
|
Status |
Inactive accounts would have an 'I' entered here. You can make up other codes as appropriate. B-Bankrupt, O-Out of Business, H-Hold, etc. |
|
Tax Area |
The area for which sales taxes are paid by this account. 'NT' indicates non-taxable, PA-Pennsylvania, NJ-New Jersey, etc. |
|
Payment Terms |
The code for the payment terms that this account gets |
|
Statement Code |
the customer receives a monthly statement. Y- Print statement if Customer has a nonzero Balance N- Only if there is a greater than 60 Day Balance H- Hold all statements. Never print. A- Always print a statement under any condition |
|
Credit Limit |
The dollar amount that would be the limit of the AR Balance plus amount on order for this customer. |
|
Credit Status |
Blank indicates to rely on the credit limit field. H - Hold credit for this account A - Always pass credit |
|
Start Date |
The date this company became a customer |
|
Mail Code |
Indicates the type(s) of mailings this customer will receive. This will vary according to your own uses |
|
Price Code |
Indicates the price level that this customer will receive by default and references that price in the products file. Generally this will be R-Retail C-Contractor L-List or 1, 2 3 4 or 5 |
|
Finance Charge |
Indicates if this customer will receive a finance charge Y-Yes or N-No. |
|
Parent Account |
If an account # is entered here this indicates that the charges for this customer will be posted to the parent account. |
|
PO # Required |
'Y' if a PO # is required for every invoice |
|
Update to UPS? |
Does this customer update to a UPS module. |
|
Residential? |
Is this address a residential address (for deliveries). |