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Customer
Customer
Customer
Here you can enter customer data. It is used
when receiving orders or issuing invoices and in the Financials module in general.
Enter general information in the Customer panel.
Financial Details about the customer:
Contract Discount
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Enter default contract discount
for the subject. You can enter it as percentage value.
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| Maximum Discount |
Enter maximum discount when issuing
POS invoice for customer. Entering discount amount which exceeds the
one entered here returns an error Maximum
allowed discount is X %!. The value "-1" is entered in the field
by default. It means that discount will not be applied.
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Currency
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Set
currency
used in invoices issued to customer. The currency used in customer's
resident country is offered by default. That is, the currency is used
in creating customer documents. Of course,
you can change it at will. |
Pmnt. Method
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Select
type of payment. |
Deliver Via
|
Select ID
of delivery terms. |
| Terms |
Set
ID of terms valid for customer. |
| Place |
Set
delivery location for customer. |
Subject Type
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Optionally, select subject type in
Subject Types. It serves as
a template for the Subjects register, by setting the general settings,
for example the currency, number of days for payment and similar for
selected subjects. If a common characteristic for an individual
type of subjects is changed subsequently (e.g. number of days for payment),
you can change it in the Subjects register by using the
Copy
function. |
| Interval |
Double-click the field to open
Recurring Invoicing Intervals. Here set
interval which will be used as criteria in creating collective invoices. |
Payer
|
Set default payer. It can
be used when entering the ID for some receiving location (e.g. CUSTOMER
- WAREHOUSE1). Specify ID of subject being charged for the delivery
to the location. It appears as the main subject in the document (e.g.
Customer and Co.). The recipient is filled in the box for entering a
second subject when entering orders or invoices. Payer is automatically
filled in the first name field.
Days to pay and clerk are filled with ID of second subject in invoice
issued.
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Sell To
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Select type of sales which will
be used by default when creating a new issued invoice and sales order.
Select the appropriate option to ensure validity of
VAT records. You can select among the following:
- VAT registered - Sales to domestic taxable persons, identified
for VAT (default selection).
- Export - Export of goods into third countries, which
belongs into the VAT invoices issued.
- Export - EU - Export of goods to EU Member States which
belongs to the VAT invoices issued for deliveries to the EU if the
subject has been registered for VAT purposes in one of the EU Member
States (see
General Subject Information).
- End Customer – Sales to domestic and foreign non-VAT-registered
persons.
On changing the sales mode it checks
whether VAT ID is correct (see
4688 Purchase/Sale type has been changed!
Do you want to change tax number prefix also?).
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Price Calculation
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Select how the discount
should be shown in sales orders and documents of issue:
- Show Contract Discount Separately - Gross price and percentage
of discount are shown separately (default choice).
- Show Discount Separately
- If selected, sale price (first price range from the Items
register) will be selected always for price in line, while
the difference from the actual purchase price is shown as item
discount. Here it is not recommended to change discount for
item! This calculation is only suitable for sales and sales orders
because sale price is the basis for discount calculation.
- Discount Included in Price:
-
- Only net sale price, already deducted for discount, is shown
in the document.
For a more detailed treatment see
price
determination hierarchy!
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Pricing Level
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It is the default pricing level
for customer from which sale prices will
be calculated in orders and invoices. You can rename them in Pricing
Level Names fields in the Items panel in Administration Panel | Program
Parameters | Items | General. Select one
of the following:
- Sale price (set by default)
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- Wholes. price 1
- Wholes. price 2
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Clerk
|
Set
clerk. |
Electronic Data Interchange
Enter this data with customer or supplier; they can be shown with one as
well as with the other type of subject.
Choose parameters for cooperating with subject through
interchanging documents in e-Slog mode:
| Business Documents |
Enter or select from dropdown menu whether the
invoices issued to this subject are being exported to e-Slog or not
(all subject's documents can be imported regardless of what type you
have selected).
- Traditional and Electronic - it is being exported into e-Slog
by default (it has the same effect as the Electronic e-Slog - simple
invoice type).
- e-Slog - Simple Invoice - It is being exported into e-Slog by
default, as a simple invoice.
- Traditional - By default it is NOT exported into e-Slog with
using the export function for exporting (for example see
Export
e-Slog Documents for Customer).
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| Documents are Signed |
If checked, authenticity of electronic signature
of the sender is requested. If checking of the documents has been selected,
but the document has not been signed, you cannot import it and the program
returns an error (see
5343 Document is not signed!).
Upon receiving a signed document, authenticity of the signature is
checked in any case. Regardless of whether the checkbox is checked or
not. If signed but it does not pass the signature check, import is not
allowed and an error message is returned (see
5340 Verification
of signature not successful!).
(The checkbox does not affect the signing of exported documents
- for this purpose the signing of exported documents has been selected
in the Program Parameters | Company | General of the Administration
Panel.)
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| Documents are Encrypted |
Not in use. |
| Subject's EAN Code |
This code is used to identify subjects with which
you exchange documents through e-Slog. |
Interest
| Calculate Interest |
If unchecked, no candidate for calculation
will appear in
interest
calculation. |
| Type of Interest Rate |
Having agreed
upon contract interest rate for late payments you can select an
interest rates table for
calculating default interest.
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| Type of Interest Rate |
Select type of interest rate for calculation,
e.g.. contract interest. |
Processing Center
| Line No. |
Displays consecutive contract number.
It is assigned automatically, but you can assign it manually as well.
When creating documents the first available contract number is offered. |
| Contract No. |
Enter contract number. |
| Bank Account |
Select a bank account (from the
Bank Accounts panel) for payment of bills
using the processing center. |
| Frequency |
Select a date in document of issue from the Frequencies
register. It allows for a seven-day transaction lag when setting due
dates in documents of issue. |
| Payment Method |
Select a method in
Payment Methods. Only payment methods with
Z - Processing Center option selected appear on the list. |
| Consecutive No. |
Enter or select subject's consecutive number.
You can only enter numerical characters. The following error is returned
when attempting to enter characters: XXX may
contain only letters. No letters are allowed. |
| Valid From |
Enter start date of contract validity. |
| Valid To |
Enter end date of contract validity. |
| Payee Bank Account |
Select a payee bank account
(from the Bank Accounts panel).
You can only select accounts with set Z - Processing Center
option. |
| Type |
Select type of transaction for
creating export files. The default
value is 00 - Resident's bank account. |
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Data being entered in processing center are checked. The following message
is returned attempting to approve a line which lacks data:
Incomplete data (XX). Supply contract information.
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