Customer
No.
This field displays the customer number and
can only be viewed.
Name
Type the customer's name. You can enter up
to 30 characters.
Copy
From
Enter the customer number to copy information
from, or click the Lookup button to list all customer numbers.
Alternately, start typing a customer name to
locate a record. As you type, a list of records matching your entry appears.
You can then select a record from the list, and the customer number will
appear in the field.
This field is available only for new customers.
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1. Main
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Address
Type the customer's street and/or mailing address.
Click the Map button to view a map of the location in your Web browser.
ZIP
Code
Type the ZIP Code.
Type a new ZIP
Code to add it using ZIP
Code Maintenance (On the Fly).
City
Type the name of the city. If the ZIP Code
is entered, the city name appears automatically.
State
Type the state abbreviation. If the ZIP Code
is entered, the state abbreviation appears automatically.
Country
Enter the country code, or click the Lookup
button to list all country codes. If the ZIP Code is entered, the county
name appears automatically.
Type a new country code to add a country code
using Country
Code Maintenance (On the Fly).
Residential
Addr
Select this check box if this customer's address
is a residence. Clear this check box if this customer's address is not
a residence.
Salesperson
Enter the salesperson number for the salesperson
who regularly sells to this customer, or click the Lookup button to list
all salesperson numbers. The salesperson number entered appears when you
enter data for this customer, and can be overridden.
Type a new salesperson code to add a salesperson
using Salesperson Maintenance
(On the Fly).
Click Split Comm to access the Customer
Split Commission Maintenance window, which allows you to enter percentages
used to distribute sales order and Sales Order invoice commissions for
up to five salespersons.
Click the field hyperlink to launch this field's
associated maintenance task. If a value is entered in this field, the
associated data is displayed in the maintenance window. The maintenance
task can be accessed only with the appropriate security setup.
Telephone
Type the customer's telephone number starting
with the area code.
Ext
Type the customer's telephone extension number.
Fax
Type the customer's fax number starting with
the area code. The fax number entered defaults to data entry windows,
such as Invoice Data Entry.
Invoice History Inquiry displays
the fax number if it existed on the original invoice before the update.
Note The fax
number must include the area code to process a fax.
Terms
Code
Enter a terms code for the customer, or click
the Lookup button to list all terms codes. An entry in this field is required.
The default terms code is 00 for no terms.
Type a new terms code to add a term using Terms Code Maintenance
(On the Fly).
Click the field hyperlink to launch this field's
associated maintenance task. If a value is entered in this field, the
associated data is displayed in the maintenance window. The maintenance
task can be accessed only with the appropriate security setup.
Primary
Contact
Enter the name of the person to contact regarding
billing or invoice payment, or click the Lookup button to list all contact
codes for this customer.
Type a new contact to add a contact using Customer Contact Maintenance
(On the Fly).
Click the field hyperlink to launch this field's
associated maintenance task. If a value is entered in this field, the
associated data is displayed in the maintenance window. The maintenance
task can be accessed only with the appropriate security setup.
Ship
Code
Enter
the shipping method to use (UPS, air freight, etc.). If the Sales Order
module is integrated with Accounts Receivable, click the Lookup button
to list all shipping codes.
Click the field hyperlink to launch this field's
associated maintenance task. If a value is entered in this field, the
associated data is displayed in the maintenance window. The maintenance
task can be accessed only with the appropriate security setup.
For
more information, see Shipping
Rate Maintenance.
Primary
Ship To
Enter the location code to use as the primary
ship-to address for the customer. If the Sales Order module is integrated
with Accounts Receivable, click the Lookup button to list all ship-to
codes for the customer.
Tax
Schedule
Enter the tax schedule to use for the customer
selected, or click the Lookup button to list all schedules. The sales
tax information should be entered for each customer, even if the customer
has a tax exemption number, so that nontaxable sales can be reported.
Type a new tax schedule code to add a tax schedule
using Sales
Tax Schedule Maintenance (On the Fly).
Click Exemptions to open the Tax
Exemptions Maintenance window. This task is available only if a tax
schedule is defined.
Click the field hyperlink to launch this field's
associated maintenance task. If a value is entered in this field, the
associated data is displayed in the maintenance window. The maintenance
task can be accessed only with the appropriate security setup.
Tax Exemption
No.
Type the tax exemption number. This field is
available only if the Sales Tax Reporting check box is cleared in Accounts
Receivable Options.
Credit
Hold
Select this check box if the customer is on
credit hold. When the customer number is entered during Invoice
Data Entry, the Customer
Credit History window appears, along with a CUSTOMER ON CREDIT HOLD
message. The ON CREDIT HOLD message appears on the Aged
Invoice Report, Cash Expectation
Report, Customer Sales
Analysis, and Trial Balance Report. Clear this check box if the customer
is not on credit hold.
Credit
Limit
Enter the credit limit amount to assign to
this customer, or click the Calculator button to enter an amount using
the calculator. If no credit limit is assigned, enter zero. You are alerted
during Invoice Data Entry
when a customer's balance exceeds the credit limit established in this
field. This option is available only if Customer's Credit Limit Only,
Aging Category Only, or Both is selected in the Credit Limit Checking
field in Accounts
Receivable Options.
E-mail
Address
Type the customer's e-mail address. Click the
E-mail button to launch your e-mail application. The e-mail
address entered defaults to the To section of the e-mail.
Note The e-mail application
to launch is selected in Microsoft Internet Explorer. For more information,
refer to the Internet Explorer Help system.
E-mail
Statements
Select this check box to allow statements to
be sent by e-mail to the customer's e-mail address during Statement
Printing. Print All Statements, E-mail Statement Customers Only, or
Print or E-mail must also be selected in the Produce Statements For field
in Statement Printing. Clear this check box if you do not want to allow
statements to be sent by e-mail.
Statement Printing allows for the printing
of all statements regardless of whether this check box is cleared, if
the Print Customer Statements check box is selected in Accounts
Receivable Options.
URL
Address
Type the customer's URL address. Click the
Web Site button to view the Web site in your Web browser.
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2. Additional
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Comment
Type a comment regarding this customer. You
can type up to 30 characters.
Open
Item Customer
In Accounts
Receivable Options:
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If Mixed
is selected in the Open Item or Balance Forward field, select this
check box to use the Open Item billing method for this customer. Clear
this check box to use the Balance Forward billing method.
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If Open
Item is selected in the Open Item or Balance Forward field, this check
box appears selected and is skipped.
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If Balance
Forward is selected in the Open Item or Balance Forward field, this
check box appears cleared and is skipped.
You cannot change the status of an open item
customer if open invoices exist for the customer. Balance forward customers
cannot be changed to open item customers if there are open invoices for
the customer. If a customer is changed from an open item customer to a
balance forward customer, during period-end processing all invoices for
the customer become balance forward in that period.
Internet
Enabled
Select this check box to enable the current
customer for processing with the eBusiness Manager module. Selecting this
check box classifies the customer as a .order customer. Clear this check
box if you do not want to enable the current customer for processing with
the eBusiness Manager module.
This field is available only if Active is selected
in the Customer Status field and the eBusiness Manager module is installed.
Customer
Status
Select a customer status.
Temporary customers are those with whom
you do not expect to do repeat business. During period-end processing,
temporary customers with a zero balance are removed from the Customer
file based on settings in Accounts
Receivable Options. If the Retain Temporary Customers with Paid Invoices
check box is selected, and the paid invoices for the customer are older
than the value in the Days to Retain Paid Invoices field in Accounts Receivable
Options, the paid invoices and temporary customer are purged during period-end
processing. If the Retain Temporary Customers with Paid Invoices check
box is cleared for a zero-balance temporary customer, the invoices and
customer are purged regardless of the number of days to retain paid invoices.
This feature is designed to help preserve
file space by eliminating unnecessary records. Temporary customers are
retained in the Customer file if a balance remains, or if there are any
repetitive invoice entries or open sales orders on file. All permanent
customers are retained until intentionally deleted, regardless of the
account balance. This option is available only if the Internet Enabled
check box is cleared.
Price
Level
Enter a price level code to use to establish
quantity level discounts. This field can only be viewed, unless the Sales
Order module is integrated with Accounts Receivable.
The
price level entered in this field will be the default price level used
in sales orders and Sales Order Invoice
Data Entrywhenprice levels
set upin
Price Level by Customer
Maintenance do not apply.
Dflt
Pymt Type
Select
the payment type to use as the default choice for sales orders and invoices. Before selecting
Credit Card or ACH, you must enter a credit card or ACH account as the primary payment method.
Discount
Rate
Enter the discount rate to establish different discount schedules. This
field is for reference purposes only, unless the Sales Order module is
integrated with Accounts Receivable. If the Sales Order module is integrated,
this field is used to default the discount rate into data entry windows
if a customer is selected in the Customer No. field.
Fin
Charge Rate
Enter a finance charge/rate for this customer.
If Fixed is selected in the Computation Method field in Accounts Receivable Options,
the standard fixed amount previously entered appears. If Percent is selected
in the Computation Method field, the standard percentage rate previously
entered appears. This field is available only if Fixed or Percent is selected
in the Computation Method field in Accounts Receivable Options.
Item
Code
Enter the item code to which this customer's
invoices will be automatically distributed, or click the Lookup button
to list all item codes. The item code entered is used as the default when
invoices for this customer are recorded using Invoice
Data Entry.
Only items with the Allow Use in Accounts Receivable
check box selected in Miscellaneous
Item Maintenance can be entered in this field. Type M to enter a charge
item if there is no item code set up for this item, or to distribute the
sale directly to a general ledger account. Type C to enter a comment line.
The comment prints on the customer invoice.
Type a new item code to add an item using Miscellaneous
Item Maintenance (On the Fly).
Click the field hyperlink to launch this field's
associated maintenance task. If a value is entered in this field, the
associated data is displayed in the maintenance window. The maintenance
task can be accessed only with the appropriate security setup.
Sort
Enter the information for sorting reports.
This sort field provides an additional method of sorting customer information
on reports. For example, enter an abbreviation of the customer name in
this field for alphabetical sorting, or enter an abbreviation of the customer's
industry to sort reports by similar types of businesses.
Customer
Type
Enter a code to identify the customer type.
Use customer type codes to group similar types of customers. For example,
if you assign the same code to customers who receive catalogs at the same
time, you can specify the customer type for printing the mailing labels.
Many reports can also be sorted by customer type.
Statement
Cycle
Enter the code to use in Statement
Printing to specify the group of customers for whom statements will
be printed. For example, statement cycle M might be used for monthly statements
and B for bimonthly statements. Alternately, you could set up a plan where
a quarter of the total statements are printed each week. In this case,
all customers beginning with the letters A-F could be cycle A (or 1);
G-L could be cycle B (or 2); M-R could be cycle C (or 3); and S-Z could
be cycle D (or 4).
This field is available only if the Print Customer
Statements check box is selected in Accounts
Receivable Options.
Print
Dun Message
Select this check box to print a dunning message
(a reminder message for past due balances) on the customer’s
statement. The actual message to print on the statement is entered in
Statement Printing. Clear
this check box if you do not want to print a dunning message. This field
is available only if the Print Customer Statements check box is selected
in Accounts Receivable Options.
Use Sage Data Cloud for Invoice Printing
Select this check box if you are using Sage
Billing and Payment to e-mail invoices to customers. If this check box
is selected, the Print Invoice check box will be cleared by default in
A/R Invoice Data Entry, A/R Repetitive Invoice Entry,
and S/O
Invoice Data Entry, and invoices will not be automatically printed
for this customer during the invoice printing process. Clear this check
box if you want to use Sage 100 to print invoices for this customer.
Note
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This check box does not affect invoices
that originate from the Job Cost module because those invoices are
not processed through Sage Billing and Payment.
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The setting for this field is not copied
when using the Copy From button to create a new customer record.
For more information on Sage Billing and Payment
or other solutions that leverage the power of the Sage Data Cloud, visit
www.sage.com or contact
us at 866-996-SAGE (7243).
Batch
Fax
Select this check box to include the document
in batch faxing. Clear this check box if you do not want to include the
document in batch faxing. The setting in the Batch Fax field (whether
cleared or selected), defaults to data entry windows. This check box is
available only if a fax number is entered in the Fax field.
Note The fax
number must include the area code to process a fax.
Payment ID
Type
a payment ID to add a new credit card or ACH account using Customer
Credit Card and ACH Payment Maintenance (On the Fly).
If
a customer has multiple credit cards or ACH payment accounts on file, the payment IDs must be unique;
however, two different customers can have credit card or ACH account records that use
the same payment ID.
Payment
Type
This
field displays the payment type for the selected payment ID and can only be viewed.
Name
If an ACH payment ID is entered in the Payment ID field, this field displays the bank name associated with the ACH payment account. If a credit card ID is entered in the Payment ID field, this field displays the card holder name. This field can only be viewed.
Last Four Routing
This field displays the last four digits of the bank account routing number if an ACH payment method is entered in the Payment ID field. This field can only be viewed.
Last
Four Digits
This
field displays the last four digits of the customer's bank account number if an ACH payment ID is entered in the Payment ID field. The last four digits of the credit card number appear if a credit card ID is entered in the Payment ID field. This field can only be viewed.
Expiration
Date
This
field displays the credit card expiration date entered in Sage Exchange if a credit card is entered in the Primary ID field.
An expiration warning message may appear, depending
on the value entered in the Days Before Credit Card Expiration field in
Accounts Receivable Options.
A card expired message appears when the credit card expires.
This field can only be viewed.
Click
Credit Cards/ACH to add a new credit card or ACH payment account.
Customer Maintenance
(On the Fly)
