Customer Inquiry

Exit

Click this button to close the Customer Inquiry window.

First

Click this button to display the first customer.

Prev

Click this button to display the previous customer.

Next

Click this button to display the next customer.

Last

Click this button to display the last customer.

Attachments

Click this button to display Attachment Entry, which allows you to view attachments for a selected customer, bill-to address, ship-to address, or contact.

Notes

Click this button to display Notes Entry, which allows you to view notes for a selected customer, bill-to address, ship-to address, or contact.

Remarks

Click this button to display Customer Standard Remark Maintenance, which allows you to view remarks for a selected customer. This button is only available if the Main tab is displayed.

Contacts

Click this button to display Contact Maintenance, which allows you to view customer contacts. If the Bill-To or Ship-To tab is displayed, you can view contacts for a specific bill-to or ship-to address. The icon for this button includes a check mark if contacts exist for the selected customer, bill-to address, or ship-to address.

Credit Cards

Click this button to display Credit Card Number Inquiry, which allows you to view credit card information for the customer.

Ship-To Options

Click this button to display additional shipping options on the Ship-To tab. You can click this button multiple times to toggle between the available options. This button is only available if the Ship-To tab is displayed.

Route

Click this button to display Customer Route Inquiry, which allows you to view route information for the customer. This button is only available if the Ship-To tab is displayed, and only enabled if the shipper entered in the Shipper ID field for the shipping address is a fleet delivery shipper.

Commission Rate Inquiry

Click this button to display Commission Rate Inquiry, which allows you to view commission rate and sales representative selection data for the selected customer. This button is only available if the Sales tab is displayed.

Automatic Additional Charge Management

Click this button to display Order Entry Automatic Additional Charge Management, which allows you to view and delete automatic additional charges for the customer. If you are not authorized to use Automatic Additional Charge Management, Order Entry Automatic Additional Charge Inquiry appears instead, and allows you to view automatic additional charges for the customer. This button is only available if the Sales tab is displayed.

Automatic Additional Charge Maintenance

Click this button to display Order Entry Automatic Additional Charge Maintenance, which allows you to set up and maintain automatic additional charges. This button is only available if the Sales tab is displayed.

Bank Account Lookup

Click this button to display Customer Bank Account Maintenance, which allows you to set up bank accounts for the customer. This button is only available if the A/R tab is displayed.

Trading Partner

Click this button to display EDI Trading Partner Maintenance, which allows you to view information for the selected EDI trading partner ID. This button is only available if the Options tab is displayed.

GDPR

Customer Bill To Address

Click this button to display Customer Bill To Address, which allows you to view all bill-to addresses for the customer. This button is only available if the Bill-To tab is displayed.

Customer Ship To Address

Click this button to display Customer Ship To Address, which allows you to view all ship-to addresses, shipping options, and tax jurisdiction/exemption information for the customer. This button is only available if the Ship-To tab is displayed.

Customer Code

Enter a customer code or click the Lookup button to select a customer code.

Billing

Click this button to select an existing billing customer for which to display customer information.

Customer Name

Enter a customer's name, or click the Lookup button to select a customer name.

Navigate by

Select whether to navigate by customer code or name when you click the First, Prev, Next, and Last buttons in the ribbon.

Search Name

This field displays the customer’s alternative search name (such as a short name or acronym for the customer).

Template/Prospect

These radio buttons and the associated field are not used in this window.

Active

This check box is selected if the customer is active and available in Lookup windows.

Pays for Other Customers

This check box is selected if the customer also remits payments for unrelated customers (e.g., UPS).

Type

This field displays one of the following customer types:

• Customer - A regular customer for which sales orders can be entered.

• Customer-Ship To - A customer to which products are shipped, but that is not billed directly.

• Finance Company - A third-party financing company for which sales orders cannot be entered.

• Paying Customer Only - A third-party non-financing company that remits payments for multiple unrelated customers (e.g., UPS for C.O.D. shipments).

• Qualified Prospect - A prospect who can only have quote type orders entered.

Setup Date

This field displays the date that this customer was created.

Customer MFG#

This field displays a ten-digit manufacturing number for the customer. This number is used as a prefix for the UCC128 and SGTIN numbers for the customer's packages.

Shared Ship-To Invoice Format

This field displays one of the following invoice print formats to use when printing in Invoice Copy Print for a shared ship-to address.

• None - Do not reprint invoices for this main customer.

• Invoice - Print the standard invoice format.

• Packing List/No Prices - Print invoices in a packing list format with no prices.

• Packing List/List Prices - Print invoices in a packing list format with list prices only.

Primary Contact

This field displays the primary contact for the customer.

Address 1

This field displays the first line of the customer's street address.

Address 2

This field displays the second line of the customer's street address.

Address 3

This field displays the third line of the customer's street address.

City

This field displays the city of the customer's address. For information on setting up cities, see Postal Code Maintenance. This field can default from the postal code if the postal code is set up in Postal Code Maintenance.

State/Province

This field displays the state or province of the customer's address. This field can default from the postal code if the postal code is set up in Postal Code Maintenance. This field’s label can be set up in Country Maintenance.

Postal Code

This field displays the postal code of the customer's address.

The format of the postal code is set up for the country in Country Maintenance, and can optionally be set up to be validated.

Country

This field displays the customer's country. The country controls the format and/or validation of the postal code, the format of the phone fields, and the label for the State/Province field. For information on setting up countries, see Country Maintenance.

County

This field displays the county associated with the customer's address. This field can default from the postal code if the postal code is set up in Postal Code Maintenance.

Attention

This field displays the main contact of the customer who should receive invoices.

Website

This field displays the address of the customer's website.

Open

Click this button to display the customer's Website if the address for it is entered in the Website field.

Phone #

This field displays the customer's telephone number. The format of the telephone number is set up in Country Maintenance.

Fax #

This field displays the customer's fax number. The format of the fax number is set up in Country Maintenance.

Email Address

This field displays the main email address for the customer.

Language

This field displays the primary language spoken by the customer.

Copy Address Information to Bill-To and Ship-To Tabs

This check box is disabled in this window.

Bill-to ID

Enter a bill-to address ID, or click the Lookup button to select a bill-to address ID. This field defaults to 0 for a customer's first bill-to address.

Name

Enter the name of a bill-to address, or click the Lookup button to select a bill-to address name.

EDI Address Code

This field displays the EDI billing address code supplied by the customer on an EDI 850 transaction (incoming purchase order).

Address 1

This field displays the first line of the bill-to street address.

Address 2

This field displays the second line of the bill-to street address.

Address 3

This field displays the third line of the bill-to street address.

City

This field displays the city of the bill-to address. For information on setting up cities, see Postal Code Maintenance. This field can default from the postal code if the postal code is set up in Postal Code Maintenance.

State/Province

This field displays the state or province of the bill-to address. This field can default from the postal code if the postal code is set up in Postal Code Maintenance. This field’s label can be set up in Country Maintenance.

Postal Code

This field displays the postal code of the bill-to address. If you set up the postal code in Postal Code Maintenance, the City, County, and State/Province fields are automatically populated when you enter the postal code.

The format of the postal code is set up for the country in Country Maintenance, and can optionally be set up to be validated.

Country

This field displays the country for the bill-to address. The country controls the format and/or validation of the postal code, the format of the phone fields, and the label for the State/Province field. For information on setting up countries, see Country Maintenance.

County

This field displays the county associated with the bill-to address. This field can default from the postal code if the postal code is set up in Postal Code Maintenance.

Fax #

This field displays the fax number of the bill-to address. The format of the fax number is set up in Country Maintenance.

Email

This field displays the main email address for the bill-to address.

Attention

This field displays the main contact of the customer who should receive invoices for the bill-to address.

Importer of Record Number

This field displays the C-TPAT importer of record number for the bill-to address.

Use Billing Customer Code Address Information

This check box is selected if the address information from the related billing customer code's primary bill-to address is used as a default during sales order entry. The billing customer code is displayed on the A/R tab.

Display Billing Customer Address

Select this check box to display the primary bill-to address information for the related billing customer. If the billing customer does not have a primary bill-to address, the billing customer's first active address is displayed.

Ship-To ID

Enter a ship-to address ID, or click the Lookup button to select a ship-to address ID. This field defaults to 0 for a customer's first ship-to address.

Name (Ship-To Address)

Enter the name of a ship-to address, or click the Lookup button to select a ship-to address.

EDI Address Code

This field displays the EDI shipping address code supplied by the customer on an EDI 850 transaction (incoming purchase order).

Address 1

This field displays the first line of the ship-to street address.

Address 2

This field displays the second line of the ship-to street address.

Address 3

This field displays the third line of the ship-to street address.

City

This field displays the city of the ship-to address. For information on setting up cities, see Postal Code Maintenance. This field can default from the postal code if the postal code is set up in Postal Code Maintenance.

State/Province

This field displays the state or province of the ship-to address. This field can default from the postal code if the postal code is set up in Postal Code Maintenance. This field’s label can be set up in Country Maintenance.

Postal Code

This field displays the postal code of the ship-to address. If you set up the postal code in Postal Code Maintenance, the City, County, and State/Province fields are automatically populated when you enter the postal code.

The format of the postal code is set up for the country in Country Maintenance, and can optionally be set up to be validated.

Country

This field displays the country for the ship-to address. The country controls the format and/or validation of the postal code, the format of the phone fields, and the label for the State/Province field. For information on setting up countries, see Country Maintenance.

County

This field displays the county associated with the ship-to address. This field can default from the postal code if the postal code is set up in Postal Code Maintenance.

Fax

This field displays the fax number of the ship-to address. The format of the fax number is set up in Country Maintenance.

Telephone

This field displays the telephone number of the ship-to address. The format of the telephone number is set up in Country Maintenance.

Emerg. Phone

This field displays the emergency telephone number for the ship-to address. The format of the phone number can be set up in Country Maintenance.

Email

This field displays the main email address for the ship-to address.

Related Bill-To

This field displays a related bill-to address ID.

Store ID

This field displays the store ID for the ship-to address.

Attention

This field displays the main contact of the customer who should receive invoices for the ship-to address.

Shipping Location

This field displays the default shipping location prefix for the customer's orders for the ship-to address. This default shipping location overrides the default shipping location for the customer.

Note This default is only used if the Shipping or Both radio button is selected for the Use Customer Location for option in Accounts Receivable Control Maintenance.

Sales Location

This field displays the default sales location prefix for the customer's orders for the ship-to address. This default sales location overrides the default sales location for the customer.

Note This default is only used if the Sales or Both radio button is selected for the Use Customer Location for option in Accounts Receivable Control Maintenance.

Sales Rep 1

This field displays the default primary sales representative for the customer's orders for the ship-to address. This default sales representative overrides the default primary sales representative for the customer.

Sales Rep 2

This field displays the default secondary sales representative for the customer's orders for the ship-to address. This default sales representative overrides the default secondary sales representative for the customer.

Latitude

This field displays the latitude of the ship-to address if you are using an external delivery logistics interface.

Longitude

This field displays the longitude of the ship-to address if you are using an external delivery logistics interface.

Ship to Invoice Format

This field displays the format to use when the invoice is printed (either from Invoice Create and Print or from Invoice Print). This field is only available after you click the Ship-To Options button in the ribbon.

Example The main customer is an optometrist who uses a buying group for billing and has several office locations for shipments. When the product is shipped to an office, he wants just a packing list with no prices to go with the shipment (Ship to Invoice Format is set to Packing List/No Prices). His main office receives a notification of the shipment (Main Customer Invoice Format is set to Packing List/List Prices). His buying group receives the real invoice (Billing Customer Invoice Format is set to Invoice) because it will pay the invoice directly and re-bill him at list price.

Main Customer Invoice Format

This field displays the format to use for the main customer when using Invoice Copy Print. This field is only available after you click the Ship-To Options button in the ribbon.

Example The main customer is an optometrist who uses a buying group for billing and has several office locations for shipments. When the product is shipped to an office, he wants just a packing list with no prices to go with the shipment (Ship to Invoice Format is set to Packing List/No Prices). His main office receives a notification of the shipment (Main Customer Invoice Format is set to Packing List/List Prices). His buying group receives the real invoice (Billing Customer Invoice Format is set to Invoice) because it will pay the invoice directly and re-bill him at list price.

Billing Customer Invoice Format

This field displays the format to use for the billing customer when using Invoice Copy Print. This field is only available after you click the Ship-To Options button in the ribbon.

Example The main customer is an optometrist who uses a buying group for billing and has several office locations for shipments. When the product is shipped to an office, he wants just a packing list with no prices to go with the shipment (Ship to Invoice Format is set to Packing List/No Prices). His main office receives a notification of the shipment (Main Customer Invoice Format is set to Packing List/List Prices). His buying group receives the real invoice (Billing Customer Invoice Format is set to Invoice) because it will pay the invoice directly and re-bill him at list price.

Region ID

This field displays the forecast region ID to which the customer ship-to address belongs for DRP product forecasting. For information on setting up regions, see Point of Sale Region Maintenance. This field is only available after you click the Ship-To Options button in the ribbon.

Name (Forecast Region)

This field displays the name of the region selected in the Region ID field. This field is only available after you click the Ship-To Options button in the ribbon.

Shipper ID

This field displays the preferred shipper ID.

Fleet Delivery Shipper

This check box is selected if the shipper ID entered in the Shipper ID field is a fleet delivery shipper. This is informational-only. For more information, see Shipper Maintenance.

Shipping Mode

This field displays the shipping mode for the ship-to address if you are using an external shipping interface.

Example R is the residential code for the UPS shipping interface.

Freight Collection

This field displays the freight collection method for the ship-to address. This overrides the default freight collection terms code for the customer.

Shipping Account ID

This field displays the ship-to address account number to charge for delivery if you are using an external shipping interface. This may be overridden by a shipping account ID set up in Customer Shipping Options Maintenance.

FOB

This field displays the default FOB (Freight On Board) used during sales order entry.

Shipping Label Format

This field displays the shipping label format. For more information, see Setting Up Shipping Labels. This field is only available after you click the Ship-To Options button in the ribbon.

Pallet Label Format

This field displays the pallet label format. For more information, see Pallet Label FAQ. This field is only available after you click the Ship-To Options button in the ribbon.

Tax Jurisdiction

This field displays the tax jurisdiction for the customer’s ship to address.

Tax Exempt

This check box is selected if the customer ship-to address is always tax-exempt for all products shipped to it.

State/Province Tax Exempt #

This field displays the customer's state/province tax exemption number if the customer ship-to address is always exempt from state/province tax for all products shipped to it.

Entity Use Code

This field displays the entity use code that indicates the type of tax exemption. This field is only enabled when AvaTax interface is used and if the Tax Exempt check box is selected.

Country Tax Exempt #

This field displays the customer's country tax exemption number if the customer ship-to address is always exempt from tax for the country for all products shipped to it. This field is informational-only.

Excise ID

This field displays the excise tax ID for the customer's ship-to address if the address is a tax warehouse.

Customer VAT ID

This field displays the VAT identification number for the customer's ship-to address.

VAT Group Code

This field displays the VAT group code for the customer's ship-to address. For information on setting up VAT groups, see VAT Group Maintenance.

VAT Exempt

This check box is selected if the customer ship-to address is always exempt from VAT for all products shipped to it.

VAT Exempt Reason Code

If the ship-to address is exempt from VAT, this field displays an active VAT exempt reason code to explain why it is exempt from VAT. For information on setting up VAT exempt reason codes, see VAT Exempt Reason Maintenance.

Do Not Send EDI ASN

Select this check box if you do not want to send EDI ASN's for the customer even if the trading partner associated with the customer is set up to receive EDI ASN's.

Do Not Send EDI Invoice

Select this check box if you do not want EDI invoices sent to the customer even if the trading partner associated with the customer is set up to receive EDI invoices.

Do Not Send EDI Order Acknowledgment

Select this check box if you do not want EDI order acknowledgments sent to the customer even if the trading partner associated with the customer is set up to receive EDI order acknowledgments.

Do Not Send EDI Order Status

Select this check box if you do not want EDI order statuses sent to the customer even if the trading partner associated with the customer is set up to receive EDI order statuses.

Monday

This check box is selected if the customer does not accept deliveries on Mondays at the selected ship-to address. This check box is only available if a fleet delivery shipper is entered in the Shipper ID field for the ship-to address.

Tuesday

This check box is selected if the customer does not accept deliveries on Tuesdays at the selected ship-to address. This check box is only available if a fleet delivery shipper is entered in the Shipper ID field for the ship-to address.

Wednesday

This check box is selected if the customer does not accept deliveries on Wednesdays at the selected ship-to address. This check box is only available if a fleet delivery shipper is entered in the Shipper ID field for the ship-to address.

Thursday

This check box is selected if the customer does not accept deliveries on Thursdays at the selected ship-to address. This check box is only available if a fleet delivery shipper is entered in the Shipper ID field for the ship-to address.

Friday

This check box is selected if the customer does not accept deliveries on Fridays at the selected ship-to address. This check box is only available if a fleet delivery shipper is entered in the Shipper ID field for the ship-to address.

Saturday

This check box is selected if the customer does not accept deliveries on Saturdays at the selected ship-to address. This check box is only available if a fleet delivery shipper is entered in the Shipper ID field for the ship-to address.

Sunday

This check box is selected if the customer does not accept deliveries on Sundays at the selected ship-to address. This check box is only available if a fleet delivery shipper is entered in the Shipper ID field for the ship-to address.

Sales Representative 1

This field displays the default primary sales representative for the customer's orders. This default is only used if a default primary sales representative is not entered for the customer's ship-to address. For information on setting up sales representatives, see Sales Representative Maintenance.

Sales Representative 2

This field displays the default secondary sales representative for the customer's orders. This default is only used if a default secondary sales representative is not entered for the customer's ship-to address. For information on setting up sales representatives, see Sales Representative Maintenance.

Shipping Location

This field displays the default shipping location prefix for the customer's orders.

Note This default is only used if a default shipping location prefix is not entered for the customer's ship-to address, and if the Shipping or Both radio button is selected for the Use Customer Location for option in Accounts Receivable Control Maintenance.

For information on setting up locations, see Location Maintenance.

Sales Location

This field displays the default sales location prefix for the customer's orders.

Note This default is only used if a default sales location prefix is not entered for the customer's ship-to address, and if the Sales or Both radio button is selected for the Use Customer Location for option in Accounts Receivable Control Maintenance.

For information on setting up locations, see Location Maintenance.

Customer Division

This field displays the customer division that handles the customer. The customer division is a customer grouping used for EIS and sales analysis.

Sales Group

This field displays the sales group that handles the customer. The sales group is a customer grouping used for EIS and sales analysis.

Sales Territory

This field displays the sales territory that handles the customer. The sales territory is a customer grouping used for EIS and sales analysis.

Default Shipper

This field displays the default shipper ID for the customer.

Freight Cap %

This field displays the freight cap percentage for the customer. If the calculated freight for a sales order exceeds this percentage of the order or shipment total, the freight is set equal to the calculated amount for this percentage.

Example 10 is entered in this field for customer A. A sales order is created for customer A for $100. The freight is calculated for the order as $12. However, this is greater than 10 percent of $100 ($10), so the freight for the order is limited to $10.

This percentage is the default for the customer's orders, but can be overridden for a specific order.

Pricing Customer Code

This field displays the customer code to use for price calculations for the customer.

Price Book Group

This field displays the price book group for the customer. The price book group is a customer grouping to use for price calculations. For information on setting up price book groups, see Price Book Group Maintenance.

History Customer Code

This field displays the customer code to use for sales history purposes.

Bookings Group

This field displays the bookings group for the customer. For information on setting up bookings groups, see Bookings Group Maintenance.

Commission Book

This field displays the commission book to use for the customer. The commission book is a customer grouping to use for commission calculations.

Use Best Price

One of the following is selected to indicate whether the best price from all price matrix entries for the entered customer and product is selected when using a price matrix during sales order entry:

• Yes - Use the best price available for the customer.

• No - Do not use the best price available for the customer.

• Default - Use or do not use the best price for the customer based on whether the Use Best Price Lookup check box is selected on the Cost/Pricing tab in Customer Service Control Maintenance.

Sales Representative By Line Item

This check box is selected if each order line for the customer is evaluated to determine the sales representative that will receive commission for the line item.

Exempt from Excise Tax

This check box is selected if the customer is exempt from excise taxes set up for excise tax categories.

Required Date Days

This radio set indicates whether a positive or negative number of days is automatically added to the required date for the customer's orders, and this field indicates the number of days added or subtracted. If a value is displayed in this field, the default required date days entered in Customer Service Control Maintenance is ignored.

NOTE Users can be set up to ignore this option in User Profile Maintenance.

Default Required Date

One of the following values is selected to indicate how required dates are calculated for the customer:

• System Based - Select whether to enter a default required date for the customer during order entry based on the Default Required Date option in Customer Service Control Maintenance or EDI Trading Partner Maintenance.

• No - Do not automatically enter a default required date for the customer during order entry.

• Yes - Automatically enter a default required date for the customer during order entry. If this option is selected, the required date is calculated based on the value in the Days from Order Date field.

Days From Order Date

This field displays a number of business days past the current date to use to calculate a default required date for the customer's sales orders. The required date can still be manually changed for orders.

Note The required date will not use this default if the shipper selected for an order is a fleet delivery shipper with a defined route/stop for the customer.

Marketing Representative 1

This field displays the main marketing representative responsible for the customer.

Marketing Representative 2

This field displays a secondary marketing representative responsible for the customer.

Order Acknowledgment Form Name

This field displays the Crystal Reports form to use for the customer's order acknowledgments.

Invoice Form Name

This field displays the Crystal Reports form to use for the customer's invoices.

Note If this is entered for a customer and its associated billing customer, the form for the customer is used. If neither is entered, the standard Apprise invoice is used for the customer.

Pack List Form Name

This field displays the Crystal Reports form to use for the customer's pack lists (packing slips).

Note If this field is blank, the standard Apprise pack list is used for the customer.

Output VAT

This field displays all or part of the output VAT general ledger account to use when resolving the account from the customer. For more information on output VAT accounts, see VAT Account Resolution.

Output VAT Variance

This field displays all or part of the output VAT variance general ledger account to use when resolving the account from the customer. For more information on output VAT variance accounts, see VAT Account Resolution.

Customer VAT ID

This field displays the customer's tax identification number for VAT.

Example For an Australian customer, this is the customer's Australian Business Number (ABN).

VAT Group Code

This field displays the VAT group code for the customer. For information on setting up VAT groups, see VAT Group Maintenance.

Order Import Price Includes VAT

One of the following options are selected for the customer:

• Default - Prices for imported orders include or exclude VAT based on the settings for the EDI trading partner.

• Yes - Prices for imported orders include VAT by default.

• No - Prices for imported orders do not include VAT by default.

Note This setting is only a default. You can override this setting in the order import file. If Yes or No is selected, this setting overrides the setting for the EDI trading partner.

Price Book

This field is disabled in this window.

This button is disabled in this window.

This button is disabled in this window.

This button is disabled in this window.

Selected Price Books

This grid displays price books for the customer.

This button is disabled in this window.

This button is disabled in this window.

Billing Customer Code

These fields display the customer code and name that will accumulate all accounts receivable transactions for chargebacks and collection activities for the customer.

Credit Customer Code

These fields display the customer code and name that will accumulate all accounts receivable transactions for credit management activities.

Paying Customer Code

These fields display the customer code and name that will make payments for the customer.

Related Supplier Code

These fields display the related supplier code and name if a customer is also a supplier. If a customer is associated with a supplier, you can make invoices for the supplier for supplier allowances. For more information, see Using Supplier Allowances.

Remit-to Address ID

This field displays the remit-to address ID for the address where the customer is supposed to remit payments. Remit-to addresses are set up in Payment Remit To Address Maintenance.

Example Billing customer code A is to send their payment to a lockbox in Chicago and billing customer code B is to send their payment to a lockbox in California.

Payment Method

This field displays the default method of payment for the customer.

A/R

This field displays the accounts receivable general ledger account for the customer. If this field is blank, the system-level accounts receivable account is used.

A/R Write off Mask

This field displays the accounts receivable write off mask. This account is used when an accounts receivable transaction is written off in Payment Apply or Open Item Apply and Resolve.

Invoice Consolidation

This field displays the method of consolidating confirmed pick demands into a single invoice. For more information, see Consolidate Invoices Options FAQ.

A/R Absorption

This field displays the absorption general ledger account for the customer.

Default Cash Account

This field displays the default cash general ledger account for the customer's payments.

Invoice Method

This field displays one of the following methods of delivering invoices to this customer:

• EDI - Transmit the invoice via EDI form 810. If you select this option, an invoice is not output for the customer during the invoice printing process.

• Print - Output the invoice during the invoice printing process. If this option is selected and the customer is associated with a trading partner that is set up to receive EDI 810 forms, the trading partner is sent the 810 form (in addition to the invoice being output during the invoice printing process).

• Print/No EDI - Output the invoice during the invoice printing process, and do not send the invoice via EDI (even if the customer is associated with a trading partner set up to receive invoices via EDI form 810). Use this option if an EDI trading partner typically wants to receive 810 forms, but for this specific customer does not want to receive 810 forms.

A/R Clearing

This field displays the accounts receivable clearing general ledger account for this customer. If this field is blank, the system-level accounts receivable clearing account is used.

Default Currency

This field displays the default currency used by the customer.

Invoice Print Frequency

This field displays Normal or Statement to indicate the method used for the invoice printing process. If Normal is displayed, invoices print on a one-by-one basis. If Statement is displayed, invoices print in a statement format (typically used where there is high transaction volume, e.g., daily, within a short period of time).

Cash Discount Mask

This field displays the cash discounts general ledger account mask for this customer. Terms code and sales locations are the other two areas where the cash discounts general ledger account mask can be defined. For more information, see Account Resolution Order.

Payment/Chargeback Team

This field displays the chargeback team responsible for resolving chargebacks with the customer. For information on setting up chargeback teams, see Chargeback Team Maintenance.

Note All customers that share a billing customer must have the same chargeback team.

Payment/Chargeback Group

This field displays the chargeback group assigned to the customer. Chargeback groups are used to group customers for default rules and analysis. For information on setting up chargeback groups, see Customer Payment Rule Maintenance.

Note All customers that share a billing customer must have the same chargeback group.

Payment/Chargeback Division

This field displays the chargeback division assigned to the customer. Chargeback divisions are used to group customers for default rules and analysis. For information on setting up chargeback divisions, see Customer Payment Rule Maintenance.

Note All customers that share a billing customer must have the same chargeback division.

Payment/Chargeback Default Grouping

This field indicates whether the customer follows the default rules for its chargeback group or division.

Payment/Chargeback Rules

Click this button to display Customer Payment Rule Maintenance, which allows you to assign a chargeback group and division to a billing customer, and to select default rules for the customer's chargeback group or division.

Collection Team

This field displays the collection team responsible for resolving collections with the customer. For information on setting up collection teams, see Collection Team Maintenance.

Note All customers that share a billing customer must have the same collection team.

Collection Group

This field displays the collection group assigned to the customer. Collection groups are used to group customers for default rules and analysis. For information on setting up collection groups, see Customer Collection Rule Maintenance.

Note All customers that share a billing customer must have the same collection group.

Collection Division

This field displays the collection division assigned to the customer. Collection divisions are used to group customers for default rules and analysis. For information on setting up collection divisions, see Customer Collection Rule Maintenance.

Note All customers that share a billing customer must have the same collection division.

Collection Default Grouping

This field indicates whether the customer follows the default rules for its collection group or division.

Collection Rules

Click this button to display Customer Collection Rule Maintenance, which allows you to assign a collection group and division to a billing customer, and to select default rules for the customer's collection group or division.

Credit Team

This field displays the credit team responsible for resolving credit issues with the customer. For information on setting up credit teams, see Credit Team Maintenance.

Note All customers that share a billing customer must have the same credit team.

Credit Group

This field displays the credit group assigned to the customer. Credit groups are used to group customers for default rules and analysis. For information on setting up credit groups, see Group Credit Rule Maintenance.

Credit Division

This field displays the credit division assigned to the customer. Credit divisions are used to group customers for default rules and analysis. For information on setting up credit divisions, see Customer Credit Rule Maintenance.

Credit Default Grouping

This field indicates whether the customer follows the default rules for its credit group or division.

Credit Rules

Click this button to display Customer Credit Rule Maintenance, which allows you to set up credit rules for the customer.

Collection Statement

This field displays the collection statement group assigned to the customer. Collection statement groups are used to group customers for collection statements.

Collection Letter

This field displays the collection letter group assigned to the customer. Collection letter groups are used to group customers for collection letters.

Finance Charge

This field displays the finance charge group assigned to the customer. Finance charge groups are used to group customers for finance charges.

Sales Representative 1 Rate

This field displays the write-off commission rate to use for the customer's primary sales representative.

Sales Representative 2 Rate

This field displays the write-off commission rate to use for the customer's secondary sales representative.

Default Order Class

This field displays the default order class used for the customer in Order Entry.

Note During order entry, the order class defaults from the customer first. If no order class is entered, the order class defaults from the order class entered in User Extended Options.

Default F.O.B.

This field displays the default FOB (Freight On Board) used for the customer in Order Entry. For information on setting up FOB's, see Freight On Board Maintenance.

Order Priority

This field displays the default order priority used for the customer in Order Entry. The higher the number, the higher the priority for backorder releases.

Customer Pick Group

This field displays the customer pick group. Customer pick groups can be used in Pick Demand Create and Print to filter creation of pick demands for groups of customers.

Rewards Customer

This field displays the rewards customer code or the customer. For information on setting up rewards customers, see Reward Customer Maintenance.

Example Customer A and Customer B are part of an affiliated group for customer rewards. They both have a rewards customer of A so that their results are combined.

Allow Companion Products

This check box is selected if the customer is allowed to receive companion products. For information on setting up companion products, see Companion Product Maintenance.

Companion Book ID

This field displays the companion book associated with the customer (if you use companion products). For information on setting up companion books, see Companion Book Maintenance.

Shipping Label Format

This field displays the .btw file that is used for printing shipping labels.

Pallet Label Format

This field displays the .btw file that is used for printing pallet labels.

Label Reprint Option

This field indicates whether to relabel changes, relabel all, or never relabel.

Ship Orders Complete

This check box is selected if only complete orders are shipped to the customer. If this check box is selected, the Ship Complete check box is selected by default for the customer's orders in Order Entry. However, you can still manually clear this check box in Order Entry if you want to ship incomplete orders to the customer. If this check box is selected and certain line items on an order have not been allocated due to backorders or future allocations, the order is not shipped until all line items are allocated and ready to be shipped.

Ship Backorders Complete

This check box is selected if backorders are only shipped to the customer when goods are allocated in full. If this check box is selected, the Ship Backorder Complete check box is selected by default for the customer's orders in Order Entry. However, you can still manually clear this check box in Order Entry if you want to ship incomplete backorders for the customer. If this check box is selected and an order is on partial backorder, the allocated items from the orders are picked for shipment, but the remainder of the backorder is not shipped unless goods are allocated in full.

Require PO Number

This check box is selected if the customer’s purchase order number must be entered during order entry.

Orders Default as Freight Free

This check box is selected if the customer is not charged freight on orders. If this check box is selected, the Freight Free check box is selected by default for the customer's orders in Order Entry. However, you can still manually clear this check box in Order Entry if you want to charge freight for the customer. This setting may also be overridden by the freight free setting for the order class or freight collection terms on an order.

Internal Customer

This check box is selected if the customer is an internal customer. Only internal customers can be entered on an order that uses an order class for which the Use for Internal Requisitions Only check box is selected in Order Class Maintenance.

Process EDI Bills of Lading

This check box is selected if the customer processes EDI bills of lading. An EDI bill of lading is sent if the customer and shipper both process EDI bills of lading.

Require Order Acknowledgment

This check box is selected if the order acknowledgment process must take place each time an order is placed for the customer.

Generate Co-Op Amounts

This check box is selected if the customer can accumulate co-op amounts. Each time a co-op product is ordered, the amount assessed for that product is accumulated for the customer.

Ignore Minimum/Multiple

This check box is selected if minimum and multiple order and allocation quantities are ignored for products ordered by the customer.

Cancel Backorder

This check box is selected if backorder quantities are cancelled when ordered by the customer. If this check box is selected, the check box is selected in the Cancel Backorder column in the Items grid in O/E Line Item Entry for products ordered by this customer.

NOTE The check box in the Cancel Backorder grid column is not selected for direct-ship line items.

If the check box is selected in O/E Line Item Entry for a line item, and the line item is fully backordered, the backordered quantity is canceled when a pick demand is printed for the order. If the check box is selected in O/E Line Item Entry for a line item, the line will be canceled whenever inventory is adjusted for any pick demands related to the order.

Create Consolidated Pick Demands

This check box is selected if the customer is allowed to elect to have multiple sales orders (with similar criteria, such as shipping address, payment terms, etc.) consolidated onto one pick demand for picking efficiency and shipping cost optimization. For more information, see Pick Demand Logic FAQ.

Allow Saved Credit Cards in OE

This check box is selected if users are allowed to save credit card information for the customer during order entry.

Open Order Warning

This check box is selected to indicate a warning message is displayed during order entry if an open order already exists for the customer.

Ignore Future Allocations

This check box is selected if inventory is immediately allocated for the customer's orders.

Import Duplicate PO Number

This check box is selected to indicate duplicate purchase order numbers are allowed when importing orders for the customer in Order Import or EDI Order Import.

Note If this check box is selected for an order class, customer, or trading partner, duplicate purchase order numbers are allowed.

Print Pack List

This check box is selected to indicate pack lists are automatically printed for the customer when confirming pick demands for a location set up to print pack lists.

Create Default Packages at Pick Demand Create

One of the following options is selected to indicate whether to create packages for the customer during pick demand creation in Pick Demand Create and Print if you use package units of measure:

• Yes - Create packages for the customer during pick demand creation. This overrides the option for the zone.

• No - Do not create packages for the customer during pick demand creation. This overrides the option for the zone.

• Zone Based - Create or do not create packages based on the zone settings.

Use Pallet Shipping Labels

This check box is selected if the wireless pick program prints out pallet labels for the customer during picking based on your zone task options.

Allow Mixed Cartons

This check box is selected if mixed cartons are allowed when packing for the customer.

No Cartonization

This check box is selected if cartonization is not performed when packing for the customer.

No Banding

This check box is selected if banding is not performed when packing for the customer.

Consignment Location

This field displays the consignment location prefix for the customer (if necessary). For more information on customer consignment, see Consignment Order Process Flow.

Shipping Method

This field indicates whether to ship by air or ground.

Royalty Book Name

This field displays the royalty book name for the customer. For information on setting up royalty books, see Royalty Book Maintenance.

PO Box Check

One of the following options is selected for the customer to indicate whether order ship-to addresses are checked for post office boxes:

• Allow - Allow orders to be created if a customer's ship-to address is a post office box.

• Warn - Allow orders to be created, but display a warning if a customer's ship-to address is a post office box.

• Deny - Prevent orders from being created if a customer's ship-to address is a post office box.

Freight Collection

This field displays the default freight collection terms code for the customer's orders. This can be overridden by the freight collection terms for the customer's ship-to address. For information on setting up freight collection terms codes, see Freight Collection Terms Maintenance.

These terms print on the pick demand (based on the first order on a pick demand if you are using pick demand consolidation).

Samples Sales Representative ID

This field displays a sales representative ID if the customer is a sales representative who will be associated with sample orders.

Beverage Type

This field displays the beverage type used to classify the customer.

Wine

This check box is selected if the customer is licensed to sell wine.

Spirits

This check box is selected if the customer is licensed to sell spirits.

Beer

This check box is selected if the customer is licensed to sell beer.

Excise Tax Category Companion Product Restrictions

This grid displays excise tax categories for which companion products are restricted for the customer. The check box is selected in the Restrict Companions column for each excise tax category for which the customer is not allowed to receive companion products. For information on setting up excise tax categories, see Excise Tax Category Maintenance.

Forecast Group

This field displays the forecast group to which the customer belongs for DRP product forecasting. For information on setting up forecast groups, see Customer Forecast Group Maintenance.

Note Every customer must be assigned to a forecast group.

Point of Sales Region ID

This field displays the point of sale region that the customer belongs to for DRP product forecasting. For information on setting up point of sale regions, see Point of Sale Region Maintenance.

Profit Group Code

This field displays the scorecard profit group code for the customer. For information on setting up scorecard profit group codes, see Scorecard Profit Group Maintenance.

Customer Service Team

This field displays the customer service team for the customer. For information on setting up customer service teams, see Customer Service Team Maintenance.

Cash Flow Group Code

This field displays the cash flow customer group for the customer. The cash flow customer group controls the rules for how and when cash is received from the customer. For information on setting up cash flow customer groups, see Cash Flow Customer Group Maintenance.

Customer Allowance Group

This field displays the customer allowance group for the customer. For information on setting up customer allowance groups, see Customer Allowance Group Maintenance.

Sales Restriction Group Code

This field displays the sales restriction group for the customer. For information on setting up sales restriction groups, see Sales Restriction Group Maintenance.

Shipping Options Group

This field displays the customer shipping options group for the customer. For information on setting up customer shipping options groups, see Customer Shipping Options Group Maintenance.

Market Groups

The check box is selected for each market segment and/or market group associated with the customer. You can click the plus or minus symbol to the left of a market group to show or hide the market segments in the market group. For information on setting up market groups and market segments, see Market Group and Segment Maintenance.

EDI Trade ID

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EDI Trading Partners

This grid displays the EDI trading partners associated with the customer.

Store ID

This field displays the store location code used by the EDI trading partner to uniquely identify a location.

Note You cannot use the same store ID more than once for the same EDI trading partner.

Do Not Send EDI ASN

Select this check box if you do not want to send EDI ASN's for the customer even if the trading partner associated with the customer is set up to receive EDI ASN's.

Note An EDI ASN is also not sent for an order if the customer's ship-to address or order class is set up to not send EDI ASN's.

Do Not Send EDI Invoice

Select this check box if you do not want EDI invoices sent to the customer even if the trading partner associated with the customer is set up to receive EDI invoices.

Do Not Send EDI Order Acknowledgment

Select this check box if you do not want EDI order acknowledgments sent to the customer even if the trading partner associated with the customer is set up to receive EDI order acknowledgments.

Do Not Send EDI Order Status

Select this check box if you do not want EDI order statuses sent to the customer even if the trading partner associated with the customer is set up to receive EDI order statuses.

Auto Create Drop Ship POs

This check box is selected if drop-ship purchase orders are automatically created for the customer.

Auto Create Shipment & Container

This check box is selected if shipments and containers are automatically created for the customer's drop-ship purchase orders.

To Port

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Sales Location

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Name

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Add

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Start Date

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End Date

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Remove

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Ignore Year

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Port Selection Rules

This grid displays port selection rules for automatically created shipments and containers. You can set up different ports for different times of the year and/or sales locations to account for seasonal changes.

Contacts

This grid displays contacts set up for the customer in Contact Maintenance. Contacts created for a specific bill-to or ship-to address do not appear in this grid. Double-click a contact to display the contact information in Contact Maintenance.

Show History For

Select whether to display CRM tasks for only the contact selected in the Contacts grid or for all contacts.

CRM Tasks

This grid displays CRM tasks for the selected contact or all contacts (based on the selected Show History For option). Double-click a task to display information for the task.

Bypass Pack List Required Fields Checking

This radio button group displays whether the system will bypass pack list required fields checking for the selected customer.

Pack List Fields

This grid displays whether a pack list field is required for the selected customer.

Customer User Defined 1 - 10

These user-defined fields display appropriate information for how the fields are set up. The label names and validations for these fields are set up in User Defined Fields Maintenance.

Market Segment User Defined 1-20

These fields display any user-defined market segment information for the customer. The labels, formats, and validations are set up for these fields in User Defined Fields Maintenance.