Related Customer Inquiry

Menu Path: None

To use Related Customer Inquiry, click the Related Customer button in the ribbon in Customer Credit Rule Maintenance.

Note The Related Customer button is only available if you select the Payment Terms tab in Customer Credit Rule Maintenance.

Purpose

View all customers related to a credit customer, and their payment terms overrides.

Overview

Use Related Customer Inquiry to display all customers related to a credit customer and display override payment terms, if any (payment terms that do not follow those of their related credit customer).

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Related Customer Inquiry window.
Show Data	Click this button to display related customer data for the selected credit customer.

Inquiry Tab Fields and Buttons

Field or Button	Description
Credit Customer Code	Enter a credit customer code, or click the Lookup button to select a credit customer code.
Credit Customer Name	Enter a credit customer name, or click the Lookup button to select a credit customer name.
Standard Payment Terms	These fields display the standard payment terms for the selected customer's credit group and credit division.
Credit Memo Override Payment Terms	These fields display the credit memo override payment terms for the selected customer's credit group and credit division.
Related Customers	This grid displays related customers for the selected credit customer. This grid includes the following columns: Billing Customer Name - This column displays the billing customer name associated with the customer. Billing Customer Code - This column displays the billing customer code associated with the customer. Customer Name - This column displays the customer name for each related customer. Customer Code - This column displays the customer code for each related customer. Standard Override Payment Terms - This column displays the standard payment terms code for each customer. If blank, then this customer uses the payment terms code of the related credit customer. Standard Override Payment Terms Desc. - This column displays the standard payment terms description for each customer. If blank, then this customer uses the payment terms of the related credit customer. CM Override Payment Terms - This column displays the credit memo payment terms code for each customer. If blank, then this customer uses the payment terms code of the related credit customer. CM Override Payment Terms Desc. - This column displays the credit memo payment terms description for each customer. If blank, then this customer uses the payment terms of the related credit customer. Approved for Finance Terms - The check box in this column is selected for each customer that is approved for finance payment terms.