Customer Allowance Type Maintenance

Menu Path: Customer Service $Images\bluerarw.gif$ Customers $Images\bluerarw.gif$ Customer Allowances $Images\bluerarw.gif$ Setup $Images\bluerarw.gif$ Customer Allowance Type Maintenance

Purpose

Maintain customer allowance types.

Overview

Use Customer Allowance Type Maintenance to create, update, and delete customer allowance types. You can use customer allowance types to track various allowances, such as advertising and defective product allowances. Each customer allowance type can be associated with a profit category and subcategory for tracking of customer profitability data.

After you create customer allowance types, you can set up customer allowance rules in Customer Allowance Rule Maintenance. For more information on setting up customer allowances, see Customer Allowances.

Creating Customer Allowance Types

To create a customer allowance type:

Click the New button in the ribbon.
Enter a name for the customer allowance type in the Customer Allowance Type field.
Enter a description of the customer allowance type in the Short Description field.
Enter a detailed description of the customer allowance type in the Detailed Description field.
Enter customer allowance type group code or name for the customer allowance type in the Allowance Type Group Code or Allowance Type Group Name field.
If you want to associate the customer allowance type with profit category and subcategory codes, click the Profitability tab, and enter the codes.
Click the OK button in the ribbon. The customer allowance type is created.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Customer Allowance Type Maintenance window.
New	Click this button to create a customer allowance type.
Update	Click this button to update the selected customer allowance type.
Delete	Click this button to delete the selected customer allowance type.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first customer allowance type.
Prev	Click this button to display the previous customer allowance type.
Next	Click this button to display the next customer allowance type.
Last	Click this button to display the last customer allowance type.

Main Tab Fields and Buttons

Field or Button	Description
Customer Allowance Type	Enter a customer allowance type, or click the Lookup button to select an existing customer allowance type.
Short Description	Enter a brief description of the customer allowance type.
Skip Return Orders	Select this check box to exclude return orders in customer allowance calculations for the customer allowance type. This check box is cleared by default. Note If you select this check box, only future credit memos are affected by this setting. Existing credit memos are not affected.
Allowance Type Group Code	Enter the customer allowance type group code for the customer allowance type, or click the Lookup button to select the customer allowance type group code. For information on setting up customer allowance type groups, see Customer Allowance Type Group Maintenance.
Allowance Type Group Name	Enter the customer allowance type group name for the customer allowance type, or click the Lookup button to select the customer allowance type group name. For information on setting up customer allowance type groups, see Customer Allowance Type Group Maintenance.
Detailed Description	Enter a detailed description of the customer allowance type.

Profitability Tab Fields and Buttons

Field or Button	Description
Profit Category Code (Customer)	Enter a customer scorecard profit category code for the customer allowance type, or click the Lookup button to select a customer scorecard profit category code. For information on setting up scorecard profit categories, see Scorecard Profit Category Maintenance.
Profit Subcategory Code (Customer)	Enter a customer scorecard profit subcategory code for the customer allowance type, or click the Lookup button to select a customer scorecard profit subcategory code. For information on setting up scorecard profit subcategories, see Scorecard Profit Category Maintenance.
Profit Category Code (Product)	Enter a product scorecard profit category code for the customer allowance type, or click the Lookup button to select a product scorecard profit category code. For information on setting up scorecard profit categories, see Scorecard Profit Category Maintenance.
Profit Subcategory Code (Product)	Enter a product scorecard profit subcategory code for the customer allowance type, or click the Lookup button to select a product scorecard profit subcategory code. For information on setting up scorecard profit subcategories, see Scorecard Profit Category Maintenance.
Profit Category Code (Supplier)	Enter a supplier scorecard profit category code for the customer allowance type, or click the Lookup button to select a supplier scorecard profit category code. For information on setting up scorecard profit categories, see Scorecard Profit Category Maintenance.
Profit Subcategory Code (Supplier)	Enter a supplier scorecard profit subcategory code for the customer allowance type, or click the Lookup button to select a supplier scorecard profit subcategory code. For information on setting up scorecard profit subcategories, see Scorecard Profit Category Maintenance.