MV Software Knowledge Bas…  Modules»Accounts Receivable»Customer Master Fields
  
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Last modified on 10/9/2015 1:11 PM by User.

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customer, master, Fields

Customer Master Fields

01. Customer Number (up to 5 digits) _____ -user defined. Use numbers 100 and over. 1 - 99 are reserved for intercompany transfers. Even if you don't have or plan on having other locations, the system treats numbers under 100 differently.

02. Company Name (up to 25 characters) _______________________- enter in CAPS, user defined

03. Address One (up to 25 characters) _________________________ - user defined

04. Address Two (up to 25 characters) _________________________ - user defined

05. City (up to 15 characters) ___________ - user defined

06. State (2 digit abbreviation) __________ - validated

07. Country (3 digit abbreviation) ________ - defaults in as USA

08. Zip Code (9 digit alphanumeric) ______ - dashes inserted automatically by system, user-defined

09. Phone Number ___- ____ - __________- dashes inserted automatically by system, user-defined

10. Fax Number ___-___-______________ - dashed inserted automatically by system, user-defined

11. Salesperson # (up to 4 digits) ________ - validated from predefined table, "0" forces an entry in OE

12. Customer type (one digit) _ - validated from predefined table

13. Price Type (up to 9 digits) ___________- price level charged based on product code

14. Prompt Payment Discount (3 digits) _.__ - ex: enter 225 indicates a 2.25 discount, user-defined

15. Misc Date (6 digits) ______ - slashes inserted automatically by system, user-defined

16. Entry Date (6 digits) ______ - slashes inserted automatically by system, automatically uses "today"

17. Contact (up to 25 characters) _____________________________ - user-defined

18. P/O Notes/Project # (Up to 25 characters) ___________________ - user-defined

19. Tax ID(s) (up to 25 characters) ____________________________ - user-defined

20. St. Tax Flag (One digit)___ -validated, choose from pop-up table

21. Bal method (O or B) _____ O=Open item, B= Balance forward)

22. Get statement (Y or N) ___

23. Finance charge (Y or N) __

24. Credit Limit (one digit) ___ - validated,choose from predefined options from pop-up table

25. Tax zone A (five digits) _____ - choose from predefined options or 11111 to force OE entry

26. Tax zone B (five digits) _____ - choose from predefined options or 11111 to force OE entry

27. Tax zone C (five digits) _____ - choose from predefined options or 11111 to force OE entry

*Note: lines 28 thru 35-Before going live, enter amounts owed by customer.  After going live, the system updates the amounts automatically. Actual months will be displayed i.e. the current month is June, the field that reads "3 months ago" will actually display "March" and "Next Month" will display "July".

28. Prior months (9 digits) _________- decimal, commas inserted automatically

29. 3 months ago (9 digits) _________- decimal, commas inserted automatically

30. 2 months ago (9 digits) _________- decimal, commas inserted automatically

31. Last month (9 digits) ___________- decimal, commas inserted automatically

32. This month (9 digits) ___________- decimal, commas inserted automatically

33. Future (9 digits) ___________- decimal, commas inserted automatically

34. Total Aging (9 digits) __________- decimal, commas inserted automatically

35. Open Order Amount (9 digits) _________- decimal, commas inserted automatically

33. Beyond 90 days (9 digits) _______- decimal, commas inserted automatically

34. Total owed (9 digits) ___________- decimal, commas inserted automatically

35. Open orders (9 digits) __________- decimal, commas inserted automatically

36. Route Code (8 digits)___________ -user defined

37. Freight terms (one digit) _ - validated, choose from predefined options from pop-up table

38. Ship Via (one digit) _____- validated, choose from predefined options from pop-up table

39. Bill Terms (one digit) ___ - validated, choose from predefined options from pop-up table

40. Min $ order (five digit) _________ - "0" system min, "99999" no min, or actual minimum

41. Accepts B/O ? (Y or N) _

42. Contract? (Y/N/C) _ -(Y=Specific ship-to's; N=No; C=All ship-to's get same contract price)

43. Std. O/E dsc% (4 digits)__.__ -whole order discount percent, user-defined

44. Reverse Name ? (Y or N)_ -Y=reverse name for printing labels if comma is used in set-up of customer name i.e. SMITH, JOHN will print as JOHN SMITH

45. Require P/O ? (Y/N/B) _ -Y=require PO# in OE, N= no PO# required, B=force blanket PO#

46. Require Ship/Dept (Y or N) __- require information in OE

47. Require xxxxx(Y or N) __ - should field #25, on the Shipping Screen of a sales order, be required?

48. Vendor ID # (ten digits) _____ -assigned # given to your company by the vendor, user-defined

49. Add Invoice (1 digit) _ -number of additional invoices this customer requires

50. Invoice Code (1 digit)_ - user-defined code used for frequency or grouping for re-print of invoices

51. Acct Admin # (up to 4 digits)____-person ‘assigned’ to this customer’s account, validated from Salesperson/Technician File

52.  Misc. Options (1 digit)_ N=No; Y=bypass dimensional rounding; P=print unit dollar amount on invoice; B=block printing dollar amount on invoice; S(yp)-Shipper w/$

53.  Class code: Used to group customers for reporting, etc.  Table defined.

54.  Region: Used to group customers for reporting, etc. Table defined.

NOTE: The last screen (lines 55-80) contain the current year sales per month and the prior year sales per month. Prior to going live the fields may be filed in, after going live they will be automatically updated when sales are posted.

81 & 82.  Notes for Accounting and Order Entry personnel to see and edit (if allowed by parameter setting)

Issues to note:

  • If mistake is made while entering, use up, down, right or left arrow keys to move as needed to make change.
  • If a change needs to be made to a customer at any time after the information is entered, make the change in Sub-task 2: CHANGE EXISTING CUSTOMER RECORD, and make the change.
  • A CUSTOMER NUMBER CANNOT BE CHANGED!
  • DELETE Existing Customer Record (Sub-task 3):
    • Only to be used during initial entry of customers; i.e. you accidentally entered the same customer under two different numbers.
    • CAUTION: Once data has been accumulated for a customer #, do NOT delete that customer #! See your training person for the procedure to follow if there is a legitimate reason to delete a customer.