New Customers

Auto Allocate

Select the default for auto allocate for new customers.

• All - Transactions will be allocated against the oldest outstanding balance.
• Whole Balances - If the transaction would clear one or more whole outstanding balances, for example Balance 3, or Balance 3 + Balance 2, or Balance 3 + Balance 2 + Balance 1 etc., then allocation will be automatic, otherwise the user will be prompted for immediate allocation.
• None - Transactions will not be auto allocated.

Statement Style

Select the default statement style for new customers.

• Balance forward - transaction information is consolidated into an account total that is brought forward at the beginning of each period.
• Open item - individual transaction information is detailed on the customer statements until the transaction is paid.
• None - The customer is excluded from batch printing and emailing of statements. If a statement is manually printed for the customer, you will be prompted for a statement style.

You can send statements to customers regardless of the Statement Style, see Statement Designer.

Default Order No Required

Selected, selected when a new customer added.

Default Back Order

Selected, selected when a new customer added.

Default Media Code

The Banking Media code for a new customer (the common payment method).

Default Credit Limit

The Credit Limit for new customers. If this is left blank no default credit limit will be applied.

Default Delivery Code

The delivery code to be applied to the first delivery address added to a customer. Defaults to SHIPPING for new companies.

Require

Primary Contact

Selected, (default) if you have more than one contact, you will be prompted to select a default on Save.

Default Delivery Address

Selected, if multiple delivery addresses are added, you will be prompted to set the default on Save.

Statement Email Address

Selected, if only one email address is found for the Customer, the Statement Email Address will be set to this on Save. If multiple email addresses are found, prompts to be set on Save.

Note: Customers with a Bill To Account Code specified are exempt from the check since statements are sent to the Bill To Account.

Invoice Email Address

Selected, if only one email address is found for the Customer, the Invoice Email Address will be set to this on Save. If multiple email addresses are found, prompts to be set on Save.

Quote Email Address

Selected, if only one email address is found for the Customer, the Quote Email Address will be set to this on Save. If multiple email addresses are found, prompts to be set on Save.

Packing Slip Email Address

Selected, if only one email address is found for the Customer, the Packing Slip Email Address will be set to this on Save. If multiple email addresses are found, prompts to be set on Save.

Analysis

Commission Basis

Commission calculated on Invoice lines when entering invoices can be either,

• Sales, calculates commission as a % of the Extended Selling Price.
• Profit, calculates commission as a % of the Extended Selling Price less the Extended Cost Price, that is, as a percentage of gross profit.

A change in commission basis affects calculation of commission on new invoices only. If a change is detected on posting of the profit basis or Cost Price, commission is recalculated.

Allow Unspecified 0000 Sales Area

Clear, you cannot save Active customers if the Sales Area code is 0000. This restriction does not apply if no other codes are present (prevents accidental omission of Sales Analysis codes).

Allow Unspecified 0000 Sales Person on Customers

Clear, you cannot save Active customers if the Sales Person code is 0000. This restriction does not apply if no other codes are present (prevents accidental omission of Sales Analysis codes).

Allow Unspecified 0000 Sales Person on Documents

Available only when Allow Unspecified 0000 Sales Person on Customers is Selected.

Clear, you cannot save invoices (IN) or orders (OE) if the Sales Person code is 0000. This restriction does not apply if no other codes are present (prevents accidental omission of Sales Analysis codes).

Allow Unspecified 0000 Sales Group on Documents

Clear, you cannot save invoices (IN) or orders (OE) if a line containing an extended amount has been analysed to Sales Group code 0000. This restriction does not apply if no other codes are present (prevents accidental omission of Sales Analysis codes).

Allow AR Sourced Invoices & Credits

Clear, (default) applies if IN installed, recommended.

Selected, invoice and credit transactions may be entered from AR, useful when importing opening account balances. Access can be controlled from User permissions. Note: Invoices and credits entered from AR Enter Transactions are not printed or included in Sales Analysis reports.

This setting only applies to the AR Enter Transaction form. AR Invoices and Credits can still be added using MaxBasic scripting.

Buttons

Edit (F11)

Enter edit mode.

Save (F9)

Save changes.

Cancel (Esc)

Discard changes and close the form.