A single-select lookup that identifies the Customer Class that the page is being displayed for. This is displayed as [Class ID] - [Class Description]. This default to blank on New. If changed, the details below will be updated to reflect the new Customer Class. The lookup contains a list of all Customer Classes.

Database Field: ERPx_ERPx_ARCustomerClass.ClassID + ERPx_ERPx_ARCustomerClass.Description

A check box to identify whether or not the corresponding value should be pushed to all records (customers, fishermen, items, vendors) assigned to the Class. On 'Save', the values for all the selected fields will be rolled down the records assigned to the Class.

Checkbooks represent individual bank accounts (checking, savings, petty cash) that have funds deposited into, or payments made out of, that are reconciled to a bank statement. They are used in the Financial, Fisherman Accounting, Grower Accounting, Purchasing, and Sales Functional Areas to support receiving payments from customers, making payments, deposits, and other bank transactions. This is a single-select lookup to assign the default 'Checkbook' that will be used for Payment Receipts received from a customer. This defaults as blank, is not required, and is always editable.

The lookup contains a blank value, the current assigned value, and a list of all 'Active' Checkbooks.

Database Fields: ERPx_MFCheckbook.CheckbookID, ERPx_ARCustomerClass.CheckbookSK

The Currency identifies the kind of money used for transactions. For example, if a Customer or Vendor is setup with a Currency of "USD" then all transactions for them are stated in terms of US Dollars and all payments received or made must be in US Dollars. This is a single-select lookup that defaults from the Currency assigned to the 'Home Currency' on the Company → Configuration → Preferences page. This is required and always editable. If missing, the message "Currency is required." will be displayed on Save.

The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Company Currencies.

Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_MFDataEntityCompanyCurrency.CurrencySK, ERPx_ARCustomerClass.CurrencySK 

Payment Terms identify the terms your company extends to your Customers and that your Vendors extend to you. Payment Terms are used to calculate aging and payment discounts. This is a single-select lookup to assign the default 'Payment Terms' that will be assigned to customers in this class. This defaults as blank, is not required, and is always editable.  

The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Payment Terms.

Database Fields: ERPx_MFPaymentTerms.PaymentTermName, ERPx_ARCustomerClass.PaymentTermSK

This field is not used.

Database Field: ERPx_ARCustomerClass.DiscountGracePeriod 

A single select lookup to identify if, and how, Credit Limits are established for the Class. This defaults as "Unlimited Credit", is required and is always editable. If missing, the message "Credit Limit Option is required." will be displayed on Save.

This property works in conjunction with 'Credit Amount' property on this page and with the "When credit limits are exceeded" Sales Preference.  Click /wiki/spaces/HELP/pages/2684911629 for additional information on managing Credit Limits.

The options include:

• No Credit: The Customer does not have any credit and the 'Credit Amount' property is set to 0.00 and will be disabled. 
• Specific Amount: The Customer has a set Credit Limit that will be specified in the 'Credit Amount' property.
• Unlimited Credit: The Customer has unlimited credit (i.e., Credit Limits are not managed for the Customer), and the 'Credit Amount' property is set to 0.00 and will be disabled.   

Database Field: ERPx_ARCustomerClass.CreditLimitOptionEN

A textbox to identify the Credit Amount for the Class. This defaults as "0.00000" and must be >=0. If missing, negative, or the 'Credit Limit Option' is set to "No Credit" this will be set to 0.00 on Save. 

Database Field: ERPx_ARCustomerClass.CreditLimitAmount

A single select lookup to assign the Tax Class to the Class. This defaults to blank, is not required and is always editable.

This lookup contains a blank value, the current assigned value, and a list of all the 'Active' Tax Class records.

Tax Classes store all the Tax Details (individual taxes) used to calculate sales tax on Quick Sales, Fisherman Sales, and Tender Resale transactions.

Database Fields: ERPx_MFTaxClass.TaxClassSK, ERPx_ARCustomerClass.TaxClassSK 

Identifies if the record is "Inactive". If inactive (set to "Yes"), it will not be included in look-ups for transactions or other master files. If set to "No" or blank, the record is active and can be freely used.This is a Yes/No lookup to identify if the Class is active or not. This defaults to "No" and is always editable.

• If set to 'Yes' then the record is "Inactive" and will not be included in lookups for transactions or other master files.
• If set to 'No' then the record is "Active" and can be freely used. This field is always editable. 

Database Field: ERPx_ARCustomerClass.IsInactive

This field contains the following account types: 

Accounts Receivable: The GL Account that is assigned for the "Accounts Receivable" Account Type, on the Accounts tab of the Customer Record View and Customer Class Record View. This is the account where accounts receivable amounts are posted for the selected customer.  This Account is not editable on transactions.

Database Field: ERPx_ARCustomerClass.GLARAccountSK 

Writeoffs:  The GL Account that is assigned for the "Write Off" Account Type, on the Accounts tab of the Customer, Vendor, Fisherman, and Loan Record Views and the Customer Class, Vendor Class, and Fisherman Class Record Views. This is the account where write off amounts entered during Payment Receipt applications are posted to.   This Account is editable when applying payments.

Database Field: ERPx_ARCustomerClass.WriteOffActSK