Related topics
- About working with customers
- Setting up and initializing the inventory contracts for DC1 Contract Managed Inventory (CMI)
- Setting up the Credit control functionality
On this panel you enter A/R related customer information that is required in DC1 Distribution if DC1 Financials is not installed.
Forward maintenance
If this panel is accessed from the Forward maintenance program then it will be titled Work with forward maintenance proposals, New values, A/R data.
Function keys
| Inventory contracts | This function key is only displayed if the DC1 Contract Managed Inventory (CMI) application is activated. Access the Inventory contracts for BP, Customer settings file panel where you can maintain any customer settings (i.e. exception values for Backlog, TOP and Credit profile) for the SCS-, Logistic SCS-, WDS-, and WBS inventory contracts per customer. (Note: TOP and Credit profile settings are not applicable for Logistic SCS inventory contracts.) |
- Debtor number
- Enter the customer code. Note: This is the customer that invoices are sent to.
- Terms of payment
- Mandatory entry. Enter a code from the Terms of payment table, indicating the terms of payment under which the customer will be invoiced.
- Debtor address
- Enter the code for the debtor address, if other than the customer address. The code you enter must have YES in the Debtor address field in the Address file.
- VAT
- Mandatory entry. Indicate if invoices to this customer include VAT.
- Sales tax
- Mandatory entry. Indicate if sales tax handling should be used for the customer.
- Currency
- Credit limit
- Indicates the credit limit in system currency for the customer, as entered in the credit profile.
- Credit profile
- Enter a code from the Credit profile table, indicating the credit profile set up for the customer. Credit profiles define when a customer’s orders will be put on credit hold for an overdue A/R balance. To access the Credit profile table maintenance function, where you can set up new profiles, click Credit profile.
- Credit stop code
- Enter a code from Work with credit stop codes. The credit stop code works independent of other credit check parameters. This code is used when the credit check is performed in the sales order and quotation routines. You can define if you are allowed to sell to a customer with a certain credit stop code, if the sales order is to be held, and if the terms of payment code is to be changed. A text message or an alert can also be sent to notify the message handler of the credit overdraft. See Overdue credit stop handling and Assign a message handler to a credit stop code for more information.
Note: If this field is left blank, then the credit stop code on the credit profile is updated to this field when the credit check is performed via the Batch order hold routine. See Overdue credit stop handling for more information.
Note: If the customer has a debtor, i.e. the Debtor number field on this panel is defined with another customer number, then the system checks if the debtor has a credit stop code in this field. The debtor’s credit stop code takes precedence.
When the credit check is performed, the system also considers if any actions are defined for the credit stop code. See Credit stop code handling for more information.
- Release handler
- If this order is held, a code will be displayed indicating the reason why it was halted or delayed. Indicates a code from the Signature table identifying the employee that has the authority to release this order.