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Until the base properties have been assigned, the new customer class record cannot be added. Enter the following customer class properties.

Click here to view the Customer Class Properties tab help page and page and view what each property is responsible for.

  • Checkbook
  • Class ID
  • Credit Amount
  • Credit Limit Option
  • Currency
  • Description
  • Discount Grace Period
  • Due Date Grace Period
  • Finance Charge Amount
  • Finance Charge Option
  • Payment Terms
  • Tax Class

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Click on the Accounts tab to assign default GL accounts for the customer class. Setting these accounts will drive accounting rules within the Sales Order module.

Click here to view the Accounts tab help page for page for more information about these data fields.

  • Accounts Receivables
  • Cost of Sales
  • Finance Charges
  • Inventory
  • Overpayment Writeoffs
  • Sales
  • Sales Order Returns
  • Terms Discount Available
  • Terms Discounts Taken
  • Writeoffs

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