These default values are automatically entered when adding a new customer, but they can be changed while adding the customer.

Although the default entries you assign are not validated here, they are validated when you save a new customer's details to file.

This field is only enabled if the Customer numbering method accounts receivable setup option is set to Manual.

If set to Automatic, the next customer number is displayed automatically here.

When you add a new customer, this option is only enabled once you have saved details for a new customer (to prevent the creation of multiple ship to addresses against a blank customer code).

The entry for this field defaults to the first 10 characters of the Customer name field, but it can be changed.

Indicates the branch assigned to the customer.

See also: Glossary.

Indicates the location assigned to the customer.

If you require tax by geographic area, then the tax code assigned to the customer's geographic area can be used to override the tax codes normally used throughout the system.

See also: Glossary.

Indicates the salesperson assigned to the customer.

See also: Glossary.

Indicates the default settlement terms required for the customer.

Indicates the currency in which transactions are processed for the customer.

See also: Glossary.

Indicates the category to which the customer is assigned, enabling you to classify customers for reports and sales history analysis.

A valid entry must be made here if you indicated in the accounts receivable setup that the customer class must be validated.

Prevents new orders from being processed against the customer using either the SO Entry or AR Invoice Posting programs.

Prevents adjustments from being processed against the customer using the AR Payment And Adjustments program.

	Placing a master account customer on hold automatically places a hold on any sub-account customers attached to that master account customer, where sub-account invoices are held against the master account. WIP jobs can still be created for the customer.

Indicates that you require detail sales history to be recorded for all transactions processed against the customer.

If not enabled, then no sales records are posted to the sales analysis history file for this customer (i.e. sales for this customer are not included in any sales analysis reports).

Select this if you require special prices (or price discounts) for stock items to be available for the customer over a fixed time period. When processing an order for the customer, the lowest contract price is used as the price for the order line.

Contract prices are maintained using the SO Contract Prices program.

This enables you to prevent any part of a counter sales invoice being placed on account.

	This option is enabled only if the Counter Sales module is installed as part of your registration details.

Indicates the order type that must be assigned as the default to sales orders generated for the customer. The default order type assigned to the customer takes precedence over the default order type configured for the Sales Order module.

Order types are maintained using the SO Sales Order Types program.

	The order type is validated at the time of entering an order only if you selected the option Validate order type within the SO Setup options.

The Operator Default option allows you to indicate that the default type of order created for the customer must be determined by the settings assigned to the operator. These operator settings are configured within the Preferences function of the SO Entry program.

Indicates the standard comment code (to which is associated comment text) that you want to assign to sales orders processed for the customer.

This comment text can be printed on order documents (and quotes) providing that you have defined a print position for the Customer standard comments field within the Heading section of the SO Document Formats program.

Standard comment codes are maintained using the SO Standard Comments program.

Enables you to apply trade promotions to sales orders for this customer.

If you want to be able to apply order level discounts as well as trade promotions discounts to the customer's orders using the SO Entry and SO Point of Sale programs, then you need to enable the Apply order discounts for Trade Promotions customers setup option.

Enables you to apply trade promotions pricing to sales orders for this customer (see Browse on Prices).

	Trade promotion pricing is not applied if contract pricing is enabled for the customer (Options tab) and a valid contract exists for the customer. Actual trade promotions, where applicable, are still applied.

When enabled, you cannot apply order level discounts to the customer in the SO Entry and SO Point of Sale programs.

When adding a new customer, this defaults to the current system's date and cannot be changed.

Enables you to assign additional salespersons to share the commission earned for any sale made to this customer. You indicate the amount of commission that each salesperson should earn at the end of capturing an order for this customer.

Documentary purposes only. No calculations are actually performed by the program at the time of capturing the order.

If Contract pricing is required for the customer, then this enables you to link the customer to a total of five buying groups.

Indicates the customer code if your Customer numbering method is set to Scripted in the accounts receivable setup.

You use the VBScript Editor to build an unique customer code for each new customer added.

An additional hyperlink is available (Resolve GeoLocation from address) to resolve addresses using the long or short name.

This is only displayed if you are using USA tax by advanced geocodes (Tax Options).

This is only displayed if you are using USA tax by advanced geocodes (Tax Options).

This field is displayed only if you enabled the option: USA AVP sales tax system (Tax Options).

This is only displayed if you are using USA tax by advanced geocodes (Tax Options).

This is only displayed if you are using USA tax by advanced geocodes or the USA AVP sales tax system (Tax Options).

This is only displayed if you are using USA tax by advanced geocodes or the USA AVP sales tax system (Tax Options).

This is only displayed if you are using USA tax by advanced geocodes (Tax Options).

This is only displayed if you are using USA tax by advanced geocodes (Tax Options).

This field is displayed only if you enabled the option: USA AVP sales tax system (Tax Options).

This is only displayed if you are using USA tax by advanced geocodes (Tax Options).

This indicates the customer's contact name. This information can be printed on reports and viewed within the AR Customer Query program.

The AR Customer Maintenance program enables you to record only a single contact per customer. You can however use the SYSPRO Contact Management System to record multiple contacts for each customer (see Contact Management Introduction).

You can only enter a code if you set the option: Shipping via usage to Coded (Sales Order Setup - General 3 tab).

The code you enter is used as the default code when you process sales orders for the customer using the SO Entry program.

If a message or message code is not defined against the customer, then the default shipping message configured for the Sales Order module (Sales Order Setup) is used.

If you entered a Ship via code then the description for the code you entered is displayed for verification purposes.

This indicates whether the Electronic Data Interchange (EDI) system can generate orders for this customer.

	If you want to enable this option for a foreign currency customer, then you must first enable the A/R setup option: Foreign currency sales required.

Defines the document format to use for the customer.

Statement document formats are defined using the AR Statement Format program.

	If you want to email statements to this customer, then the document format you select must have a print method of Word or SRS.

Determines what information is held against a customer, affecting month end procedures and the printing of statements.

When you change this option for a customer against whom current transactions exist, you must run the Month end function of the AR Period End program before your change takes effect (i.e. before statements are printed using the new balance type). If you are using master/sub-accounts, then the master account and all its sub accounts must have the same balance type. If not, then statements are not printed for these accounts.

All transactions are retained on file until the outstanding balance reaches zero and the number of months to retain zero balance invoices has been reached (Accounts Receivable Setup).

Accumulates the total amount owing by the customer at the end of each month and represent the figure as a balance brought forward from previous months on the statement. If you require balance forward customers to be consolidated at month end (Accounts Receivable Setup) then at month end all details are accumulated into a series of aged balance figures. Payments, adjustments and transactions are made against a specific aged balance.

	For Balance forward customers you should not post transactions into prior periods, as this will result in inconsistencies with the balance brought forward from one month to the next.

See Appendix for details on codes required for sales order document types if you are using the Report Writer module to print/maintain customer fax/email options or when using the Customer Maintenance business object to maintain customer information.

You are prompted to update the customer's active sales orders and optionally the reprint data for these orders when you change the fax/email document transmission methods. See Document transmission changes.

This indicates the contact name that is inserted into the Subject section of the cover page when faxing documents to the customer (if a cover page precedes the fax).

If emailing documents to the customer, then this indicates the contact name that is inserted into the Subject section of the Exchange Outbox.

See also Codes for Sales Order Document Types.

Fax	Enables you to fax the selected documents to the customer. If you select this option, then a fax number must be assigned to the customer. If you do not assign a fax number then it is requested at the time of sending the fax, but you will only be able to fax invoices on-line (i.e. not in batch mode). You can only make use of this facility if the Office Automation & Messaging module is installed (Company Maintenance) and your operator code is configured to allow the fax/mail integration facility (Operator Maintenance).
Email	Select this if you want to be able to email the selected documents to the customer. If you select this option, then you need to enter the customer's email address in the Email field. You can only email a document if its print method is defined as Word or SRS and your operator code is configured to allow the fax/mail integration facility (Operator Maintenance). In addition, you can only email a document if its print method is defined as Word or SRS.
None	Select this if you do not want to fax or email documents to the customer.

An error message is displayed if you select to email statements and the Statement format defined against the customer, is not a Word or SRS document.

You use this option to indicate the transmission method for this customer's quotations.

This indicates whether back order quantities can be entered when processing sales orders for the customer.

Your selection here overrides the Back orders - not required setup option (Sales Order Setup).

For example: If you selected the Not required setup option, but selected Allowed here, then backorders are allowed and processed accordingly for this customer.

	Back order rules do not apply to dispatch notes because of the back order process inherent in dispatches. (e.g. if back orders were not allowed for a customer, then you would not be able to cancel or change a dispatched line). Your selection here is ignored when using the SO Quick Entry program to process a quote for the customer. It is only applied when you convert the quote into a sales order.

Enables you to indicate whether you want the customer's stock codes to be converted to the standard system stock codes when processing sales orders. During sales order entry, the customer stock codes are saved against sales order lines and can be printed on order documents.

	The customer stock codes must be linked to SYSPRO stock codes using the AR Customer Stock Codes program.

Indicates whether you want to retain the last two sales details of any stock item sold to the customer. At the time of entering sales order detail lines you can retrieve this information if you want to duplicate the details previously processed for the customer.

You won't be allowed to disable this option once a cross-reference exists for the customer.

Indicates the code that is used to establish the price (or discount code) applicable to the sale of a specific stock code to the customer, depending on whether the inventory pricing method is coded or discounted.

If you set the Basis for discount as List Price in the AR Invoice Discount Maintenance program, then the discount can only be applied to a foreign currency customer when the list price of the stock code is in the customer's currency (Stock Code Price Maintenance).

	This facility is available only if you selected a simple pricing method (Sales Order Setup).

Enter a default delivery route code to use for deliveries to this customer.

If a number of ship to addresses (delivery addresses) are assigned to the customer, then you can use the AR Multiple Ship to Addresses Browse program to assign a default delivery route code to each of these addresses. However, it is only the delivery route code defined here that is used when using the SO Entry program to copy sales orders.

Delivery route codes are maintained using the SO Load Planning Delivery Routes program.

This field is only enabled when Load planning required is enabled (Sales Order Setup).

Enter a default delivery sequence number or distance to use for deliveries to this customer.

This field is only enabled when Load planning required is enabled (Sales Order Setup).

Select this if the customer is from an EC country and is registered for EC VAT.

If you select this option and the nationality code of the customer is defined as a Member of EC (Nationality Maintenance) then you must enter a valid EC VAT registration number in the Tax exemption number field.

When you deselect this option, the EC VAT registration number in the Tax exemption number field is automatically deleted.

You typically select this option if the customer is in an EC member state, but falls below the threshold for VAT registration.

If you do not select this option, then only the Supplementary declaration listing (dispatches) report is updated for sales to this customer.

If a customer is not registered for VAT, then sales to that customer are excluded from the EC Aggregate Sales report, even if the nationality complies.

Select this if you want to be able to print the VAT portion of a sales order invoice in GBP (Pounds sterling).

This applies, when the currency of the customer is not GBP (Pounds sterling) and only applies to sales order invoicing.

This enables you to comply with UK tax legislation, which states that a VAT invoice must show the total amount of VAT chargeable, expressed in sterling. Therefore, whilst it is acceptable for a UK VAT invoice to show the net amount in a foreign currency (Euros for example) the amount of UK tax chargeable must be expressed in pounds sterling.

You typically use this facility if you are based in the UK, but your base currency is not Pounds sterling. Selecting this option enables you to invoice the customer in a currency other than GBP but still report the VAT in GBP.

The applicable VAT values can be printed on invoices using the '.... in home currency' fields from the Total section of the SO Document FormatsS/O Document Formats program.

You can only select this option when you select the Registered for VAT option.

You use this field to indicate your GBP (Pounds sterling) currency code.

A valid currency code must be entered and cannot be the same as the customer's currency code.

This field cannot be left blank if you selected the UK VAT applicable option.

This field only applies if you are using the EC VAT system (Tax Options).

You use this field to enter your customer's tax exemption number.

If EC VAT is installed then you use this field to enter your customer's VAT registration number.

This field is validated if you are using the EC VAT system and the Nationality code defined against the customer is a member of the EC.

Refer to the EC Tax Registration Numbers section of the Appendix for valid registration numbers based on the nationality of the customer.

This indicates the customer's tax registration number that is used when legislation dictates that the customer's tax registration number must be printed on sales order documentation.

If you are retaining amendment journals (Accounts Receivable Setup) then changes to this field are printed on the AR Customer Amendment Journal report.

	The Incoterms code indicates the portion of costs and risks agreed to by the parties in a contract of purchase or sale. For example, the Delivery term CIP (Carriage and Insurance Paid), indicates that the seller pays the cost of carriage and insurance necessary to bring the goods to a named destination (i.e. Shipping location).

These codes are also used when processing a sales order for a customer in an EC Member State and ultimately for use on the Supplementary Declaration.

If these fields are left blank, then the default delivery terms defined against the company for Dispatches (Tax Options) are used.

These codes are used when processing a sales order for a customer in an EC Member State and ultimately for use on the Supplementary Declaration.

If these fields are left blank, then the default nature of transaction code for dispatches defined against the company (Tax Options) are used in sales transactions.

This field is only enabled if you selected the EC VAT system required setup option (Tax Options).

	This option is not available if you selected to calculate order discounts based on order values or quantities.

Invoice discount codes are maintained using the AR Invoice Discounts program.

These discounts are applied to the order line value or order line quantity of the stocked and non-stocked lines of sales orders processed for the customer. All common product classes for an order are accumulated; the total of each product class is compared to the discount break tables; and the discount applied to each line accordingly.

	If you select this option, then you will be unable to assign an automatic line discount to the customer.

This discount is applied automatically to all sales order lines if the pricing method of the stocked item is Coded or Quantity Discounted. You can manually enter a line discount when you enter or maintain a sales order line.

If you specify an automatic line discount code for a customer and decide to enter a manual discount for a sales order line, then the manual discount overrides the automatic discount.

If the customer has a line discount based on Cost, the cost plus the chain discount is applied to inventory items with a pricing method of Coded or Quantity discounted. Inventory items with a pricing method of Discounted are treated as normal.

	This option is not available if you selected to calculate order line discount according to product class sold.

Line discount codes are maintained using the AR Invoice Discounts program.

You can only access these options if you have enabled either of the options: Check customer's credit limit or Check customer's invoice terms (Sales Order Setup).

The credit limit is the maximum limit that the customer's balance can reach, taking into account any outstanding order values.

The invoice terms indicate the default settlement terms required for the customer.

When you select this option, the standard SYSPRO credit check is applied first (Terms/Margins) and if this does not fail, then the trade promotions credit check is applied (see Trade Promotions Account Maintenance).

The credit status is calculated by the following:

Refer to Credit Status for information on how a customer's credit status is determined.

The following table describes the Credit status code settings:

This defaults to 0, which means that no minimum order value applies to orders for this customer.

If you enter a value in this field, then the following applies:

This charge code must be defined with a Calculation type of Minimum order value using the SO Service Charge Maintenance program.

If you enable this option, then an order for this customer cannot be part-shipped and no delivery note or invoice can be produced while there is a quantity in backorder on any of the order lines. Only an order acknowledgement can be generated. In addition, the order status cannot be changed to <8> - To invoice while there are order lines containing a backorder quantity.

You can override this when adding or maintaining an order if the operator activity: SO allow override of 'Invoice Whole Order' rule is enabled (Operator Maintenance).

This applies in the Sales Order Entry, Quick Entry and Counter Sales programs but does not apply to Supply Chain Transfer orders.

This table is used together with the Extended pricing method (Sales Order Setup).

When Extended pricing is used, the pricing is determined by the Pricing category held against a stock item which is used to locate a corresponding Price code in the customer's Price category/code table. Depending on the inventory pricing method used, the price code matched against the table is used to locate the required discount in the discount table, or a price entry in the price code file.

You enter the price codes applicable to each pricing category in the relevant position of the customer Price category/code table. Each position in the table relates to a pricing category code. The first position relates to pricing category code A, the second position to pricing category code B, and so on.

For example: If a customer purchased an inventory item with the pricing category code E, the system would use the price code entered in the fifth position of the Price category/code table to retrieve the price from the price code table.

	Contract pricing takes precedence over extended pricing.

When attaching a new sub account, you can use the browse button on this field to view a list of customer codes currently defined (see Customers for Branch).

This is used as the default reference during AR Invoice Posting, and the default customer purchase order number during Sales Order Entry, however this may be changed when capturing an order.

If invoices are attached to the master account, then this allows the master account to identify which of its branches incurred the debt providing the store number is printed on the A/R statements and on Sales Order documents.

You can link two different customer stock codes to a single SYSPRO stock code, because the customer may have changed stock codes, but could still have both stock codes in existence in different locations.

Enter a long description for the customer stock code.

This is typically used for the description of a customized stock code, which can be printed on an invoice.

This option is not displayed once you have added a field to the form, but can be accessed using the Field Selector function from the context menu (Alt+F7).