Customer Maintenance Field Help

This topic provides definitions for the fields in the Customer Maintenance window. This topic is organized by the tabs found in the window. To find a definition, click one of the following tabs. This will take you to an alphabetical list of the fields for that tab. Click a field to display the definition. If a pop-up window displays, click anywhere inside the pop-up window to close it.

  1. Main tab

  2. Credit tab

  3. Dept tab

  4. Sales tab

  5. Payment tab

  6. Misc tab

  7. Names tab

  8. Notes tab

Main tab

Account Codes

Address

Allow Dated Billing

Allow Popularity Code Discounts

Allow Regular Promo Pricing

Allow Special Promo Pricing 1

Allow Special Promo Pricing 2

Balance Method

Bill To

Category Plan

Check Guarantee

Charge Allowed

Check Allowed

City

Contact

Country

Credit A/R Only

Credit Limit

Credit Message

Customer

Default PO # for POS

Display Past Due Warning

DP

Exclude Alternate Types

Fax

Finance Charges

Job

Keep Dept History

Monthly Payment

Name

P.O. Required

Phone

POS Price Rounding

Print Invoices in POS

Print Statements

Purge Archived Invoices

Salesperson

Sort Name

State

Std Sell Price

Store Acct Opened

Subtotals on Invoices

Tax Code

Taxable

Terms Code

Trade Discount %

Transfer 'To' Store

Zip

 

Top

Credit tab

 

# Transactions YTD

1 - 30

31 - 60

61 - 90

Acct Opened

Amount Last Pay

Balance Method

Bill To

Charge Allowed

Check Allowed

Credit A/R Only

Credit Available

Credit Limit

Current

Current Min

Customer

Date Last Pay

Declining Credit Limit

Finance Charges

Finance Chgs YTD

Future

Global Credit Check

Highest Account Balance

Job

Keep Dept History

Last Sale

LYR Fin Charge

Min. Now

Monthly Payment

Name

Over 90

Past Due

Returns ($) YTD

Running Balance

Sort Name

Statement Balance

Statement Discount

Store Acct Opened

Taxable

Use Order Bal in Credit Avail

Top

Dept tab

 

Bill To

Cost

Customer

Delete All Department History

GP%

Job

Name

Sales

Sort Name

Std Sell Price

Store

 

Top

Sales tab

 

# Transactions YTD

Bill To

Cost

Customer

Finance Charges

GP$

GP%

Job

Name

Returns ($) YTD

Sales

Sort Name

Terms Disc

 

Top

Payment tab

 

1 - 30

31 - 60

61 - 90

Amount Last Pay

Bill To

Credit Available

Credit Limit

Current

Customer

Date Last Pay

Finance Charges

Future

Highest Account Balance

Job

Late Payment History

Min

Monthly Payment

Name

Over 90

Past Due

Previous Pay History

Running Balance

Sort Name

 

Top

Misc tab

Alternate Fax

Alternate Phone

Bill To

Birth Date

Customer

Default Price UM

Demography

Format

Freight Factor

Global Credit Check

GST Registration

Invoice

Job

Name

Open Quote

Pesticide Lic. Exp

Pesticide License

Price Pick Ticket

Print Lumber Totals

Prompt for Windows

Prompt Threshold

PST Registration

Resale Code

Salesperson

Social Security #

Sort Name

Statements

Statements by Job

Store Job Opened

Tax Exempt #

Tax Exempt Type

Tax Override Plan

Territory

 

Top

Names tab

 

Bill To

Customer

Job

Name

Name

Sort Name

Top

Notes tab

 

Bill To

Customer

Display Repeats

Job

Message

Name

Name

Note Group

Print Repeats

Sort Name

Type

 

Top