Updating customer records forms

09-Feb-2017 18:10

Select the customer group that the customer belongs to.You must specify a customer group for each customer.If a customer has a credit amount because of an overpayment or a credit note, the Reimbursement periodic job transfers the amount to the vendor account of the customer.Select the sales group that is assigned to the customer.The original address record may contain information that is not included in this view, depending on the specific country/region format.If this check box is selected, the contact information is primary.These are in addition to the default customer number sequences on the Number sequences tab of the Accounts receivable parameters form.Select the vendor account number of the selected customer.

If a collections contact is not specified, the primary address for the customer is used.The sales group includes a sales representative for the customer.When you create an invoice for the customer, the sales representative code of the sales group is entered by default, but you can modify this field or leave it blank.You can also make the discounts dependent on customer account, item number, and quantity. The terms of payment for an invoice determine the invoice due date.

The due date is used to calculate the balance allocation for the customer.Select the language that is used for all external documents that are sent to the customer, such as invoices and account statements.When you create a customer, the default language in the Accounts receivable parameters form is copied to this field, but you can change the language as appropriate.The total discount group determines which discounts are calculated automatically. Use them to group discount allowances by customer, item, and volume.