This tab is on the Display Customer Account Details form. It holds additional information about the customer record.
Some of the fields on this tab are entered by you and others are updated automatically by the system.
Date Account Opened: The date on which the account was opened.
Date Account Amended: The date on which the account was last amended.
Date Account closed: The date on which the account was closed.
Last amended by: The user ID of the last person to amend this account record.
Periods unused: Indicates the number of periods for which this account has not been used. Reports and queries based on it can provide a guide to old accounts accumulating in the system. Such reports can also be useful as a warning of loss of revenue from particular accounts. The field is updated from the End current period option.
Unique account ref: Holds a unique reference allocated to this account code on creation of the new record.
Last payment date: The date of the last payment receipt made to this account.
Last Payment Amount: The monetary value of the last payment receipt made to this account.
Tip: The Unposted cash allocations field on the Financial tab should be checked before accepting these fields at face value. Payments for the current working day may not have been posted and therefore the Last payment date and amount may not be accurate.
CRM customer type: This indicates a link to the CRM (MK) module. It shows that the link in the CRM (MK) Module is to a C (Company) or T (Customer record).
CRM record number: The unique CRM record number within the type indicated in the previous field.
Note: Both these CRM link fields will be updated by the system upon creation of the account. You will be forced by the system to create a link to CRM depending upon the string of Account Types held in Sales Ledger System Parameters.
Discount code 1 and Discount code 2: Provide discount information for the Point-of-Sale module, Discount code 1 is used for direct sales of parts over the counter. Discount code 2 is used for sales of parts via a workshop or bodyshop.
Note: Discount Code 1 and Discount code 2 are only available when POS Advanced discount setup setting is not activated
Discount code: Provides discount information based upon the new Discount matrix for the Point-of-Sale module, .
Note: Discount code is only available when POS Advanced discount setup setting is activated
Analysis Code 1 and Analysis Code 2: Provide sales analysis information for the Point-of-Sales module.
Analysis code 1 is used for direct sales of parts over the counter. Analysis code 2 is used for sales of parts via a workshop or bodyshop.
Sales Rep 1: Used to trigger parts sale analysis.
Sales Rep 2: Used to trigger imprest stock holding. For further details refer to the Stock Management and Point-of-Sale on-line help.
Pricing Category: Used for the contract pricing facility within Point-of-Sale. A code P in the field denotes that contracts for this customer are of a special price nature. A code D in the field denotes that contracts for this customer are of an additional discount percentage nature. A code B in the field denotes that contracts for this customer are a mixture of both special prices and additional discount percentages.
Suppress demand for ICT only: Used to indicate whether ICT Demand History is updated or suppressed.
Codes " " and A to Z will update demand history whereas codes a to z will suppress demand history.
Price /discount editable: This check box is usually selected for Yes. When left unset it warns against changes being made to fixed prices and discounts for this account in the Point-of-Sale module.
Mandatory order no.: This check box, if selected for Yes, warns the Point-of-Sale module user that no sales are to be made to this account without a customer order number.
Discount printing: Shows a code to indicate how discounts will be printed on invoices/credit notes from POS. Code 'C' will print the discount code. Code P prints the discount percentage. Code V prints the discount value. Code B prints retail and net - no discount. Code [space] uses POS controls.
Invoice/credit note copies: Number of copies required for POS invoices and credit notes.
Price picking slips: This check box, if selected, prints prices on POS picking slips for this customer. If it is not selected no prices will print on the picking slip.
Default labour rate: Used by the POS service module. Enables you to specify which default labour rate is used for Labour Revenue invoiced to this customer.
Labour discount code: In addition to a specific labour rate, an account may be allocated a labour discount structure as well. The code held here represents the element within the relevant discount group that the POS Module will use to apply a discount percentage to the Labour Sales.
Payment by BACS: This check box, if selected, indicates that the local system of bank clearance payment is in operation for this account. If BACS is installed the BACS tab becomes visible for each account. If the check box is left unselected this indicates that this account is not going to be settled through the Bank Automated Clearing System.
Statements: This check box is usually selected for Yes and signifies that Statements are to be printed for this account. When unselected for No it prevents Statements being printed for this account even if they fall within the selection criteria chosen for printing in the Statements option.
Statement analysis: Allows for a user defined Statement analysis code to be associated with the account. The contents of this field can then be used as a selection criteria in Statement printing. This means that by using this field, you may print Statements in batches for specific analysis codes.
Statement distribution: Enables the user to define the method by which the Statements are distributed to the Debtor. Options here are Print, Fax and Email. There is validation against other fields being present for the differing methods.
Route/sequence: Geographical route for sales analysis and Point-of-Sale delivery purposes.
Central billing type: This field indicates if Central billing occurs for this Sales ledger account. It is a two-character MS mnemonic field, such as FO for Ford. If central billing is not taking place then this field should be left blank.
Reciprocal trading: If selected, it indicates that reciprocal trading is activated and the supplier is a recipient of goods/services from your business.
Reciprocal account: Displays the Purchase Ledger account code if this supplier is also a supplier of goods or services to your business.
Vehicle preparation: The contents of this field indicates to the Point-of-Sale module what is used for a Suffix on postings to the Nominal Ledger. Additionally it defines what is populated into the Reference and Miscellaneous Reference fields within the Sales Ledger transaction records for external sales. On Internal sales this field is also used as part of the link to Vehicle Stockbooks.
If using Inter Company Transfers within Vehicle Stockbooks this field can be set to #xx where xx is the company number of the transfer recipient.
Note: If set to REGN it indicates that you want to use the Vehicle Registration No as a suffix and reference for postings. If set to WIPNO it indicates that you want to use the Wip Number as a suffix and reference for postings. If set to CUST it indicates that you want to use the Customer Name from the WIP Header as a reference for the Sales Ledger transaction records. If set to anything else and the Account type is Internal, it indicates that the Vehicle Stock book number should be used for postings. If left blank no suffix is used on the postings.