Customer Maintenance / Customer Inquiry Home | FAQs & Troubleshooting

 

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	Overview
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How Do I
	Recalculate Aging		Recalculate High Balances
	Create a Relationship between a Customer and a Sage CRM Company		Delete a Relationship between a Customer and a Sage CRM Company
	Set Up Paperless Office

 

Related Topics
	Customer Numbering Methods		Customer Relationship Management FAQs
	Sales Tax FAQs

 

Navigation

To access Customer Maintenance, select Accounts Receivable Main menu > Customer Maintenance.

To access Customer Inquiry, select Accounts Receivable Main menu > Customer Inquiry.

Customer Inquiry fields can only be viewed.

Note When this task is accessed from Sage CRM, the system date is automatically used as the accounting date.

Overview

Use Customer Maintenance to create and maintain detailed records for each of your customers. This task provides several major functions that allow you to set up, maintain, and inquire about customers, including:

• Viewing sales history for the selected customer by period by year

• Creating and maintaining multiple contacts for customers and ship-to addresses

• Defining electronic delivery options for invoices, statements, sales orders, and RMAs

• Assigning a new customer number to any current customer

• Displaying additional customer information, such as sales tax and credit card information

• Setting up tax schedules and exemptions for each ship-to address

• Selecting a primary credit card for the customer

• Viewing customer sales and payment history information

• Viewing open invoices by customer, along with a breakdown by aging category of total invoiced amounts due

• Defining customers as bill-to and/or sold-to customers

• Viewing open orders for a specific customer

If the Customer Relationship Management module is set up, you can create and maintain relationships between customers and Sage CRM companies. You can also maintain the Sage CRM Prospects customer, which is a single shared customer record in Accounts Receivable that allows you to define default information for all Sage CRM prospect companies that are not related to Accounts Receivable customers. The Sage CRM Prospects information is then defaulted into all prospect quotes.

The Sage CRM Prospects customer record in Sage 100 represents multiple prospect companies in the Sage CRM system; therefore, do not enter specific information for this customer record unless it can be used for all prospect quotes.

If a relationship is created between a customer and Sage CRM company, relationships for customer contacts and ship-to addresses can be created separately in Customer Contact Maintenance and Customer Ship-To Address Maintenance. Deleting a relationship between a customer and Sage CRM company automatically deletes the customer contact and ship-to address relationships for that customer and company.

Customer records can be deleted only if there is no outstanding activity for that customer. If there is activity, such as pending orders or e-mails for the customer, you must wait until all open invoices for the customer are paid and purged before you proceed with the record deletion, or use the Delete and Change Customers utility.

Note If a customer with a Sage CRM relationship is deleted, the relationship with the Sage CRM company is deleted, but the Sage CRM company record itself is not deleted from the Sage CRM system. The Sage CRM Prospects customer in Sage 100 cannot be deleted, copied, or renumbered in Customer Maintenance.

Fields

 

Customer No.	Name
1. Main
Address ZIP Code City State Country Residential Addr Salesperson Telephone Ext Fax E-mail Address URL Address	Terms Code Primary Contact Ship Code Primary Ship To Tax Schedule Tax Exemption No. Credit Hold Credit Limit
2. Additional
Comment Open Item Customer Internet Enabled Customer Status Inactive Reason Price Level Dflt Pymt Type Discount Rate Fin Charge Rate Item Code Default Cost Code Default Cost Type Sort	Sort Customer Type Statement Cycle Print Dun Message Batch Fax Payment ID Payment Type Name Last Four Routing Last Four Digits Expiration Date Relate to Sage CRM Sage CRM Company
3. Statistics
Last Payment Date	Average Days Overdue
Last Statement Date	Date Established
Last Finance Charge Date	Date of Last Activity
Last Payment Amount	Credit Hold
Highest Balance	Credit Limit
Unpaid Finance Charges	Aging as Of
Average Days to Pay
4. Summary
Fiscal Period	Cash Received
Fiscal Year	No. of Invoices
Sales	Finance Charge
Cost of Goods Sold	No. of Finance Charges
Percent Profit
5. History
Sales and Payment History	Fiscal Year
6. Invoices
Invoices List Boxes
7. Transactions
Transactions List Box
8. S/Os
S/Os List Box