Customers

Navigates to the Appointment Summary (FS400100) form, where you can view information on the customer appointments.

This command is available only if the Service Management feature is enabled on the Enable/Disable Features (CS100000) form.

Navigates to the Contract Schedule Summary (FS401100) form, where you can view information on the customer schedules.

This command is available only if the Service Management feature is enabled on the Enable/Disable Features form.

Navigates to the Equipment Summary (FS400200) form, where you can view information on the customer equipment.

This command is available only if the Service Management feature is enabled on the Enable/Disable Features form.

Opens the Vendors (AP303000) form in a pop-up window, so that you can define this customer as a vendor and add vendor-specific information.

If the Customer and Vendor Visibility Restriction feature has been enabled on the Enable/Disable Features (CS100000) form, the system uses the visibility restriction of the customer as the default visibility restriction for the vendor.

Generates an on-demand statement for the customer on the date specified in the Statement Date box of the Generate On-Demand Statement dialog box (which opens when you click this action). By default, the current business date is used as the statement date.

Documents closed before or on the statement date are not included in the customer statement.

On-demand statements cannot be generated for customers for which the Balance Brought Forward option is selected in the Statement Type box on the Billing tab of this form.

Opens the latest statement prepared for the customer.

Depending on the state of the Multi-Currency Statements check box for this customer, the statement is opened on one of the following forms:

• Cleared: Customer Statement (AR641500) report
• Selected: Customer Statement MC (AR642000) report

The statements include only data related to the branches to which the current user has access. Depending on the option selected in the Prepare Statements box on the General tab of the Accounts Receivable Preferences (AR101000) form, the documents in the statements will be segregated by company (if the Consolidated for Company option is selected), by branch (if the For Each Branch option is selected), or not sorted (if the Consolidated for All Companies option is selected).

Opens the Calendar Board (FS300300) form, where you can create an appointment to perform a service for the customer.

This command is available only if the Service Management feature is enabled on the Enable/Disable Features form.

Opens the Staff Calendar Board (FS300400) form, where you can create an appointment for a particular staff member to perform a service for the customer.

This command is available only if the Service Management feature is enabled on the Enable/Disable Features form.

Navigates to the Service Order History (FS400300) form, where you can view information on the customer service orders.

This command is available only if the Service Management feature is enabled on the Enable/Disable Features form.

Initiates customer address validation through the integrated specialized software or service.

This action is available if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

The first name of the contact.

The last name of the contact.

You must specify a value in this box to create a contact.

The job title of the contact.

The type and the phone number for the contact; you select the type (which is filled in by default) and then enter the phone number.

You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant 1, Fax, Home, or Home Fax.

There are two elements to enter phone number types and phone numbers for the contact.

The email address of the contact.

The contact class of the contact associated with this contact.

The name of the user-defined field.

To be listed in this table, the user-defined field must be listed and defined as required on the Contacts (CR205000) form.

Required. The value of the user-defined field to be inserted for the new contact.

If on the User-Defined Fields tab of the current form, a default value has been specified for the user-defined field in this row, this default value is inserted in this column.

Creates the contact whose settings you have specified on the Contacts (CR302000) form and navigates to this form, where you can add information and update the existing information about the contact.

The system also inserts the identifier of the new contact into the Contact box on the Contacts tab of the current form.

A box for searching for the company's address.

You can do the following by using this box:

• Find a company address by a postal code if no other address details are available: If you enter the postal code into this box, the system displays the address options with the cities and country (and the state, if the country has states) that are valid for the postal code.
• Find a full address by a street address: If you enter the street address into this box and select the address, the system will fill in the country (and the state, if applicable), city, and postal code on the form.

The web service selected as an address provider on the Site Preferences (SM200505) form searches for the information that matches your search criteria and lists all the search results below this box. You can click the needed value in the list, and the web service populates the box with this value and displays the address in the map area.

The area that displays the map, which takes most of the space of the dialog box. Depending on the address provider, Google Maps or Bing Maps can be used.

In this area, you can view the existing company location. If you click the Address Lookup button, the company address is shown in the dialog box as a location on the map.

The identifier of the customer.

The format and numbering of the identifiers for business accounts can be changed on the Segmented Keys (CS202000) form.

In this box, you can select only customers that are visible in the branches that you have access to, based on the Restrict Visibility To setting of each customer, the access role assigned to the branch, and the roles assigned to the user.

The status of the customer account.

You can select one of the following options:

• Active: The account is in use and appears on all selection lists.
• On Hold: This account is not completed; editing or additional information is needed.
• Credit Hold: Because some payments have not been received, invoices cannot be entered for the customer account.
• Inactive: The account is not available for selection in lookup tables for the Business Account and Customer element. Any existing document or record that refers to an inactive customer account cannot be processed; any attempt to modify the document or record results in an error.
• One-Time: The account is defined as a one-time customer.

The class of the customer. Once you select the customer class (which is required), the system fills in various elements on this form automatically with the values specified for the specified class; you can, however, change these values.

The list of classes available in this box may be restricted based on the roles assigned to the current user: Only customer classes with the visibility restriction accessible by the user can be selected on the form.

The category of the customer that is used to indicate if the customer is a business or an individual.

The customer category can be either of the following:

• Individual: The customer is an individual.
• Organization: The customer is a business.

This box appears if both the Shopify Connector feature and the Business-to-Business Entities feature are enabled on the Enable/Disable Features (CS100000) form.

The total balance of all open documents of the customer, including the total balance of prepayments. This read-only box appears only if you select an existing customer.

If the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form, the base currency symbol in parenthesis is displayed for the box.

The total amount of unapplied prepayments calculated for the customer. This read-only box appears only if you select an existing customer.

If the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form, the base currency symbol in parenthesis is displayed for the box.

The total of unreleased retained amounts of the customer's invoices.

This read-only box appears on the form if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.

If the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form, the base currency symbol in parenthesis is displayed for the box.

The total balance of the parent customer account, including balances of its child accounts for which the Consolidate Balance check box is selected on the Billing tab of this form. The amount includes the balances of all open documents and prepayments.

The box appears on the form if the Parent-Child Customer Relationship feature is enabled on the Enable/Disable Features (CS100000) form.

If the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form, the base currency symbol in parenthesis is displayed for the box.

A button you click to open the map specified on the Site Preferences (SM200505) form and provided by the Google Maps or Bing Maps web map service to view this address on a map, which is opened in a new tab.

This button is displayed on the form if the Address Lookup Integration feature is disabled on the Enable/Disable Features (CS100000) form.

A button you click to open the Address Lookup dialog box.

For the description of the dialog box, see Address Lookup Dialog Box.

This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integrating MYOB Acumatica with Web Map Services.

The customer's country.

If you change the customer class of an existing customer, the customer's country specified in this box will not be overridden with the value from the new customer class.

The type and the phone number for the customer; you select the type (which is filled in by default) and then enter the phone number.

You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant 1, Fax, Home, or Home Fax.

There are three elements to enter phone number types and phone numbers for the customer.

The the language in which this customer prefers to receive documents.

This box is displayed on the form if there are multiple active locales defined on the System Locales (SM200550) form. For details, see Locales and Languages.

A check box that indicates (if selected) that the individual to whom the business account belongs has given consent to the processing of the legal entity's personal data.

The check box is cleared by default.

The check box is displayed on the form if the GDPR Compliance Tools feature is enabled on the Enable/Disable Features (CS100000) form.

The date when the individual to whom the business account belongs gave consent to personal data processing.

This box is empty by default if the Consented to the Processing of Personal Data check box is cleared. If a user selects this check box, the system inserts the current business date in the box.

The box is displayed on the form if the GDPR Compliance Tools feature is enabled on the Enable/Disable Features (CS100000) form.

The date when the individual's consent expires. If this box is empty, the system considers the individual's consent to be perpetual.

The box is displayed on the form if the GDPR Compliance Tools feature is enabled on the Enable/Disable Features (CS100000) form.

The name of the primary contact associated with the customer.

The box is displayed on the form if there are no contacts associated with the customer.

The name of the primary contact associated with the customer.

The box is displayed on the form if there are no contacts associated with the customer.

The full name of the primary contact associated with the customer.

The box is displayed on the form if a customer has one or more contacts associated with it.

The type and the phone number for the primary contact associated with the customer.

You select the type (which is filled in by default) and then enter the phone number.

You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant 1, Fax, Home, or Home Fax.

There are two elements to enter phone number types and phone numbers for the primary contact associated with the customer.

A check box that indicates (if selected) that the primary contact (person) has given consent to the processing of the individual’s personal data.

The check box is cleared by default.

The check box is displayed on the form if the GDPR Compliance Tools feature is enabled on the Enable/Disable Features (CS100000) form.

The date when the individual gave consent to personal data processing.

This box is empty by default if the Consented to the Processing of Personal Data check box is cleared. If a user selects this check box, the system inserts the current business date in the box.

The box is displayed on the form if the GDPR Compliance Tools feature is enabled on the Enable/Disable Features (CS100000) form.

The date when the individual's consent expires. If this box is empty, the system considers the individual's consent to be perpetual.

The box is displayed on the form if the GDPR Compliance Tools feature is enabled on the Enable/Disable Features (CS100000) form.

The company, branch, or company group associated with the customer. This customer record can be accessed only by users assigned to the role specified for a branch, a branch of the associated company, or a branch of a company included in the company group on the Branches (CS102000) or the Companies (CS101500) form respectively. This customer can be selected in documents originating from this branch, the branches of this company, or the branches of companies in the company group.

If you change the customer class of an existing customer in the Customer Class box in the Summary area, the system displays a dialog box asking you to confirm this change. If the change is confirmed, the system inserts the Restrict Visibility To value specified for that customer class.

This box appears on the form only when the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form.

If the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form, the setting in this box is required for a regular customer and optional for a customer that has been extended from a branch. If a customer is not associated with any entity, it is visible and can be used by any company in the tenant. You can select an entity in this box if for the customer there are no transactions whose base currency is different from the base currency of the selected entity.

A check box that indicates (if selected) that on release of payments of this customer, they should be applied to the customer's documents automatically. During document creation and release on the Invoices and Memos (AR301000) form, if the customer has open payments and credit memos, they will be applied to the document automatically.

For details, see Auto-Applying Payments: General Information.

The auto-application functionality is not supported if migration mode has been activated—that is, if the Activate Migration Mode check box is selected on the General tab (the Posting Settings section) of the Accounts Receivable Preferences (AR101000) form.

A check box that indicates (if selected) that you may apply overdue charges to this customer.

The check box appears on the form if the Overdue Charges feature is enabled on the Enable/Disable Features (CS100000) form.

The maximum value that may be written off during each application line. Balances and credits that are less than this value may be written off.

If the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form, the base currency symbol in parenthesis is displayed for the box.

The currency used in operations with the customer, which you can select from the list of currencies defined in the system.

This box appears on the form if the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected) that users may override the currency specified as the default one for the customer when creating a document on data entry forms.

If this check box is cleared, all documents entered for the customer on data entry forms will be created in the currency specified in the Currency ID box. Users will not be able to override this setting.

This check box appears on the form if the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form.

The currency rate type used for the customer.

The lookup table that is opened in this box lists the rate types that have been created on the Currency Rate Types (CM201000) form.

This box appears on the form if the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected) that users may override the currency rate specified as the default for the customer.

This check box appears on the form if the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected) that by default, payments can be applied to individual lines of AR documents for which this customer is selected. That is, if the customer is selected on the Invoices and Memos (AR301000) form for a particular document, the Pay by Line check box is selected by default in the document.

For customers that have already been defined when the Payment Application by Line feature is enabled on the Enable/Disable Features (CS100000) form, this check box is cleared by default, although you can override this setting for any of these customers. Customers created after the feature has been enabled inherit the default state of this check box from the customer class assigned to them.

The default percent to be retained in invoices for the customer. When an invoice is created and this customer is selected, the system fills in the Default Retainage Percent box on the Retainage tab of the Invoices and Memos (AR301000) form with the value specified in this box.

This box is available for editing only if the Apply Retainage check box is selected in this section.

The credit rule applied to this customer.

The following options are available:

• Days Past Due: Specifies that payment should not exceed the due date of the invoice beyond the credit period (which is a certain number of days past due). This credit period is specified as the Credit Days Past Due.
• Credit Limit: Doesn't allow this customer to exceed its credit limit, which is specified in the Credit Limit box.
• Limit and Days Past Due: Applies both rules to the customer debt: It should not exceed the credit limit, and the payment date should not exceed the due date of an invoice by more days than the credit period.
• Disabled: Uses no credit verification in relations with this customer.

The amount, if applicable, that serves as a credit limit for the customer.

If the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form, the base currency symbol in parenthesis is displayed for the box.

If the selected customer account is involved in the parent-child relationship, the box displays the credit limit of the group (parent account and its child accounts).

The balance of unreleased documents.

If the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form, the base currency symbol in parenthesis is displayed for the box.

If the selected customer account is a parent account, the box displays the total balance of unreleased documents of the parent account and of its child accounts. For the child accounts the box displays individual balance.

The total balance of the customer's open orders, which is the sum of the unbilled amounts of all orders of the customer except the orders that are assigned the On Hold status.

If the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form, the base currency symbol in parenthesis is displayed for the box.

If the selected customer account is a parent account, the box displays the total balance of open orders of the parent account and of its child accounts. For a child account the box displays individual balance.

The available credit that has not been used regarding the current balance.

If the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form, the base currency symbol in parenthesis is displayed for the box.

If the selected customer account is in a parent-child relationship, the box displays the available credit of new sales orders and invoices of the parent account and its child accounts.

The due date of the earliest open invoice, if either Days Past Due or Limit and Days Past Due option is selected in the Credit Verification box, otherwise the value is not displayed.

For a parent account, the system shows the earliest due date of all the open invoices associated with the parent account and with their child accounts that have the Share Credit Policy check box selected on the Child Accounts tab of the current form.

A button you click to open the map specified on the Site Preferences (SM200505) form and provided by the Google Maps or Bing Maps web map service to view this address on a map, which is opened in a new tab.

This button is displayed on the form if the Address Lookup Integration feature is disabled on the Enable/Disable Features (CS100000) form.

A button you click to open the Address Lookup dialog box.

For the description of the dialog box, see Address Lookup Dialog Box.

This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integrating MYOB Acumatica with Web Map Services.

A check box that indicates (if selected) that the billing address has been validated.

The check box is displayed if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

The type and the phone number for the customer; you select the type (which is filled in by default) and then enter the phone number.

You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant 1, Fax, Home, or Home Fax.

There are three elements to enter phone number types and phone numbers for the customer.

The customer's email address that will be used in documents created for the customer.

By default, when a customer is created, this box is filled in with the value specified in the Account Email box (Additional Account Info section) on the General tab.

The billing cycle that is assigned to the customer.

This box is available only if the Manage Multiple Billing Options per Customer check box is cleared on the Service Management Preferences (FS100100) form.

If a user tries to modify the value in the box, the system displays a warning message indicating that the system will use the newly specified billing cycle to process the customer's service orders and appointments that have not been billed yet, and to process any service orders and appointments whose billing documents will be corrected and for which will be run again.

The email address to which the invoice is sent.

One of the following options can be selected:

• Billing Customer (default): The invoice is sent to the billing address of the customer. The billing address is defined on the Billing tab of the current form.
• Default Billing Customer Location: The invoice is sent to the main address of the customer. The default billing customer location is defined on the Locations tab of the current form.
• Specific Billing Customer Location: The invoice is sent to the address specified in the applicable appointment or service order. The location is specified on the General tab of the Service Orders (FS300100) or Appointments (FS300200) form for the applicable service order or appointment.
• Service Order: The invoice is sent to the address of the location where the service is delivered. The address is specified on the General tab of the Service Orders (FS300100) or Appointments (FS300200) form for the applicable service order or appointment.

This box is available only if the Manage Multiple Billing Options per Customer check box is cleared on the Service Management Preferences (FS100100) form. The box is not available if for the customer, a billing cycle has been selected for which the Time Frame option button is selected under Group Billing Documents By on the Billing Cycles (FS206000) form.

The shipping address to which items of the service order are shipped.

One of the following options can be selected:

• Billing Customer: The items are shipped to the shipping address of the customer. The billing address is defined on the Delivery Settings tab of this form.
• Specific Billing Customer Location: The items are shipped to the address of the billing location. The location is specified on the General Info tab of the Service Orders (FS300100) or Appointments (FS300200) form for the applicable service order or appointment.
• Specific Customer Location: The items are shipped to the address of the customer location. The location is specified in the Location box of the Service Orders (FS300100) or Appointments (FS300200) form for the applicable service order or appointment.
• Service Order (default): The items are sent to the address of the location where the service is delivered. The address is specified on the General Info tab of the Service Orders (FS300100) or Appointments (FS300200) form for the applicable service order or appointment.

This box is available only if the Manage Multiple Billing Options per Customer check box is cleared on the Service Management Preferences (FS100100) form. This box is not available if for the customer, a billing cycle has been selected for which the Time Frame option button is selected under Group Billing Documents By on the Billing Cycles (FS206000) form.

The customer for whom a billing document is generated once the billing process has been run for a service document (an appointment, a service order, or a service contract).

One of the following options can be selected:

• Service Order Customer: The billing customer and billing location are the same as the customer and location to be serviced.
• Default Customer: The billing customer is the same as the customer to be serviced, and the billing location is the location on the Locations tab of the current form for which the Default check box is selected.
• Specific Customer: The billing customer and billing location are specified in the Billing Customer and Billing Location boxes, which become available in this section when you select this option.

The customer who is billed for the items specified in a service document.

When you create an appointment for this customer, the system inserts the customer you specify in this box in the Billing Customer box on the Financial tab of the Appointments (FS300200) form. Similarly, when you create a service order for this customer, the system inserts this customer in the Billing Customer box on the Summary tab of the Service Orders (FS300100) form.

This box appears on the form only if Specific Customer has been selected in the Default Billing Customer box in the current section.

The customer location to be used in a billing document generated for a service document.

This box appears on the form only if Specific Customer has been selected in the Default Billing Customer box in the current section.

The parent account of the currently selected customer account. The availability of this box and the list of accounts that can be selected here depend on whether the Consolidate Balance and Consolidate Statements check boxes are selected for the selected customer account. If both check boxes are cleared, the box is always available and a business account of any type can be specified as the parent account.

If at least one of the check boxes is selected, a business account of the Customer or Customer & Vendor type should be specified as the parent account of the selected customer account. This box is disabled if the displayed customer account has child accounts (because an account cannot be both a child and a parent).

For details, see Relationship Setup.

The list of customers and vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) and Vendors (AP303000) forms. With the feature enabled, a customer or vendor is available for selection if one of the following is true:

• The Restrict Visibility To box is empty for the customer or vendor—that is, the customer's or vendor’s visibility is not restricted.
• A branch, company, or a company group is specified in the Restrict Visibility To box for the customer or vendor, and your user account is assigned to the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.

A check box that indicates, if selected for a child account, that the balances of child accounts are included in the parent balance; in this case, the consolidated balance is shown in the Consolidated Balance box in the Summary area of the corresponding parent account or in the Consolidated Balance column on the Balances tab if the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form.

You can apply the payments and credit memos of the parent account to the documents of this child account. In addition, you can select the Share Credit Policy check box to apply the credit policy configured for the parent account to the new sales orders and invoices of its child accounts.

The check box value set for a parent account provides the default value of the check box for its child accounts. If you change the value for a parent account, the system will prompt you to change the value for all child accounts. The check box is available if the Parent-Child Customer Relationship feature is enabled on the Enable/Disable Features form.

For details, see Balance Consolidation.

A check box that indicates, if selected for a child account, that documents of the child accounts are included in the statements generated for the parent account.

The check box value set for a parent account provides the default value of the check box for its child accounts. If you change the value for a parent account, the system will prompt you to change the value for all child accounts. The check box is available if the Parent-Child Customer Relationship feature is enabled on the Enable/Disable Features form.

For details, see Credit Policy Application.

A check box that indicates, if selected for a child account, that the credit policy (a combination of the credit verification rules and credit limit) defined for its parent account will be applied to the new sales orders and invoices of the child account. The check box becomes available for selection, if the Consolidate Balance check box has been selected for this account.

The check box value set for a parent account provides the default value of the check box for its child accounts. If you change the value for a parent account, the system will prompt you to change the value for all child accounts. The check box is available if the Parent-Child Customer Relationship feature is enabled on the Enable/Disable Features form.

For details, see Credit Policy Application.

A check box that, if selected, indicates that you can send dunning letters by email by using the Print/Release Dunning Letters (AR522000) form. The default value of the setting is provided by the customer class.

This box is available only if the Dunning Letter Management feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that, if selected, indicates that dunning letters can be printed on the Print/Release Dunning Letters (AR522000) form. The default value of the setting is provided by the customer class.

This box is available only if the Dunning Letter Management feature is enabled on the Enable/Disable Features (CS100000) form.

The statement type used by default in relations with the customer.

One of the following options are available:

• Open Item: The statement includes all open items for the customer: payments, voided payments, customer refunds, and voided customer refunds. If a document is closed on a date earlier than or the same as the statement date, this document is not included in the statement.
• Balance Brought Forward: The amount outstanding from the previous statement is shown at the beginning of the statement.

The cash account to be used for the default payment method.

If the default payment method is a not-overridden credit card payment method (with the Override check box cleared on the Payment Methods tab of the Customers (AR303000) form), this box is empty and unavailable.

The identifier of the payment method, if the method involves using additional custom-defined elements, such as those used for credit card payments.

If the default payment method is a not-overridden credit card payment method (with the Override check box cleared on the Payment Methods tab of the Customers (AR303000) form), this box is empty and unavailable.

A button you click to open the map specified on the Site Preferences (SM200505) form and provided by the Google Maps or Bing Maps web map service to view this address on a map, which is opened in a new tab.

This button is displayed on the form if the Address Lookup Integration feature is disabled on the Enable/Disable Features (CS100000) form.

A button you click to open the Address Lookup dialog box.

For the description of the dialog box, see Address Lookup Dialog Box.

This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integrating MYOB Acumatica with Web Map Services.

The latitude coordinates, which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available.

This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of MYOB Acumatica with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating MYOB Acumatica with External Tax Providers.

The longitude coordinates which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available.

This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of MYOB Acumatica with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating MYOB Acumatica with External Tax Providers.

The type and the phone number for the customer; you select the type (which is filled in by default) and then enter the phone number.

You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant 1, Fax, Home, or Home Fax.

There are three elements to enter phone number types and phone numbers for the customer.

The branch of your company that will be used to ship the goods to the customer.

If a branch or a company without branches is selected in the Restrict Visibility To box on the General tab (Financial Settings section), the system copies this value to this box.

The price class assigned to the customer. For a new customer, this setting is copied from the settings on the customer class defined in the Price Class box on the General tab of the Customer Classes (AR201000) form.

If you change the customer class for an existing customer on the current form, the system will display a warning message asking if you want to confirm this change; the system will change the existing price class if you answer Yes. Otherwise, the system will keep the existing customer settings, including the price class, which were previously specified.

The tax zone of the customer's default location.

If a customer has been converted from a prospect account or extended from a vendor account, the customer's tax zone is by default set to the tax zone (if any) specified for the original account. You can override the default value.

The tax calculation mode to be applied to the documents created for the customer.

The corresponding entity usage type.

If integration with Avalara is configured, in a document with the current customer selected, this value is sent to Avalara to specify the reason for tax exemption. If the Taxable - Override Exemption option is selected, the document's exemption is overridden, and taxes are calculated in the external tax service.

This box is available only when the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

The warehouse to issue the goods to the customer.

This box appears only if the Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.

The way the orders should be fulfilled for this customer.

You can use one of the following options:

• Ship Complete: Only completely fulfilled orders are allowed.
• Back Order Allowed: Back orders are allowed for the customer if some items are out of stock.
• Cancel Remainder: Orders should be shipped even if the quantities shipped are less than the quantities specified on the order. If all the requested items are out of stock, the order should be canceled.

The location of the customer. The value in this column is not required. If this column is empty, the settings in the line are applied to all locations of the customer.

This column is displayed if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.

The country ID of the carrier's account.

The total balance of the parent customer account, including the balances of its child accounts for which the Consolidate Balance check box is selected on the Billing tab of this form.

This column appears on the tab if the Parent-Child Customer Relationship feature is enabled on the Enable/Disable Features (CS100000) form and the selected customer is specified as the parent account of another customer on the Billing tab (Parent Info section) of this form.

The total of unreleased retained amounts of the customer's documents posted in the specified base currency.

This box appears on the form if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.

The country of the customer's location.

If you change the customer class of an existing customer, the customer's location country specified in this box will not be overridden with the value from the new customer class.

A tax zone associated with the state.

If you change the customer class of an existing customer, the tax zone of the customer's location specified in this box will not be overridden with the value from the new customer class.

The branch of your company that will be used to ship the goods to the customer.

If a branch or a company without branches is selected in the Restrict Visibility To box on the Financial tab (Financial Settings section), the system copies this value to this box.

This column appears on the form if the Multibranch Support feature is enabled on the Enable/Disable Features (CS100000) form.

Makes the selected contact a primary contact for the customer. The settings of the primary contact are displayed on the General tab of the current form (Primary Contact and Contact's Personal Data Privacy sections).

This button is available if you have selected in the table a contact that is not primary.

The base currency of the balances. If a child account has balances in multiple base currencies, the balance in each base currency is shown in a separate line.

This column appears in the table if the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form.

Contains a menu with commands that correspond to the list of activity types configured on the Activity Types (CR102000) form.

By clicking a menu command, you open the Activity (CR306010) form in a pop-up window, which you use to create an activity of the corresponding type. The following commands are available by default: Create Note, Create Chat, Create Escalation, Create Message, Create Phone Call, Create Teams, and Create Work Item.

To change the list of menu commands, you can add or remove activity types by using the Activity Types (CR102000) form.

The type of the activity. The type can be one of the following options: Event, Task, Email, Email Response, Note, Chat, Escalation, Message, Phone Call, or Work Item.

The asset account that stores the balance of the transactions related to the customer.

The account selected in this box should be configured as a control account for the accounts receivable subledger. That is, for this account, AR should be selected in the Control Account Module column on the Chart of Accounts (GL202500) form. For more information on control accounts, see Control Accounts: General Information.

The expense account used to record discount amounts received by the customer. You must specify the account if you plan to use configurable discounts.

For details, see Configuring and Applying Customer Discounts.

The asset account to accumulate prepayments to the customer.

The account selected in this box should be configured as a control account for the accounts receivable subledger. That is, for this account, AR should be selected in the Control Account Module column on the Chart of Accounts (GL202500) form. For more information on control accounts, see Control Accounts: General Information.

The account used as expense account for non-stock items with the Accrue Cost check box selected in the Cost Accrual section on the Non-Stock Items (IN202000) form (on the Price/Cost tab) and as a COGS account for stock items in intercompany documents if the Customer option is selected in the Use COGS Account From box of the Intercompany Posting Settings section for the related order type on the Order Types (SO201000) form.

The box is displayed only if the Inter-Branch Transactions feature has been enabled on the Enable/Disable Features (CS100000) form.

The account used to record the retained amounts on invoices for the customer.

The account selected in this box should be configured as a control account for the accounts receivable subledger. That is, for this account, AR should be selected in the Control Account Module column on the Chart of Accounts (GL202500) form. For more information on control accounts, see Control Accounts: General Information.

By default, the system inserts into this box the account (if any) specified for the customer class of this customer in the Retainage Receivable Account box on the GL Accounts tab of the Customer Classes (AR201000) form. You can override this value, if necessary.

When you create an invoice for this customer, this account is inserted by default into the Retainage Receivable Account box on the Financial tab of the Invoices and Memos (AR301000) form.

This box appears on the form only if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.

The subaccount used to record the retained amounts on invoices for the customer.

By default, the system inserts into this box the subaccount (if any) specified for the customer class of this customer in the Retainage Receivable Sub. box on the GL Accounts tab of the Customer Classes (AR201000) form. You can override this value, if necessary.

When you create an invoice for this customer, this subaccount is inserted by default into the Retainage Receivable Sub. box on the Financial Details tab of the Invoices and Memos (AR301000) form.

This box appears on the form only if the Subaccounts and Retainage Support features are enabled on the Enable/Disable Features (CS100000) form.

After you select the mailing ID from the list of available mailing IDs, you cannot change it.

Read-only. The branch for which this mailing is defined.

If you select a mailing ID for which a branch is specified on the Accounts Receivable Preferences (AR101000) or Sales Orders Preferences (SO101000) form, the system inserts this branch into the column.

The way the system specifies recipients in the generated email.

The following options are available:

• Add Recipients: On the generation of an email to which these settings apply, the system will copy the recipients specified for the selected notification template, if one has been specified for the mailing, and from the Recipients table on this tab. The Recipients table is populated with the values specified for the customer class on the Mailing & Printing tab of the Customer Classes (AR201000) form, and you can add any number of extra recipients to the table.
• Override Recipients: On the generation of an email to which these settings apply, the recipients will be copied only from the Recipients table on this tab. With this option selected, you can modify the list of recipients in the Recipients table as needed. The recipients specified in the notification template or report associated with the mailing will not be included in the generated email.

The type of contact to receive emails for the selected mailing. You specify one of the following options:

• Account Email: The email address that is specified in the Account Email box of the General tab of the form
• Billing: The email address that is specified in the Email box of the Billing tab of the form
• Account Location Email: The email address of the default location of the customer, which is specified in the Email box of the General tab of the Customer Locations (AR303020) form
• Employee: The email address that is specified in the Email box of the General tab of the Employees (EP203000) form for the employee selected in the Contact ID column of the row
• Contact: The email address that is specified in the Email column of the Contacts tab of the form for the contact selected in the Contact ID column of the row

Based on the option you select, the system inserts the specific email address in the Email column of the row.

The billing cycle associated with the service order type for the customer.

If a user tries to modify the value in the column, the system displays a warning message indicating that the system will use the newly specified billing cycle to process the customer's service orders and appointments that have not been billed yet, and to process any service orders and appointments whose billing documents will be corrected and for which billing will be run again.

• Billing Customer (default): The invoice is sent to the billing address of the customer. The billing address is defined on the Billing tab of the current form.
• Default Billing Customer Location: The invoice is sent to the main address of the customer. The default billing customer location is defined on the Locations tab of the current form.
• Specific Billing Customer Location: The invoice is sent to the address specified in the applicable appointment or service order. The location is specified on the General tab of the Service Orders (FS300100) or Appointments (FS300200) form for the applicable service order or appointment.
• Service Order: The invoice is sent to the address of the location where the service is delivered. The address is specified on the General tab of the Service Orders (FS300100) or Appointments (FS300200) form for the applicable service order or appointment.

This column is not available for the billing cycles with the Time Frame grouping setting on the Billing Cycles (FS206000) form.

• Billing Customer: The items are shipped to the shipping address of the customer. The billing address is defined on the Delivery Settings tab of this form.
• Specific Billing Customer Location: The items are shipped to the address of the billing location. The location is specified on the General Info tab of the Service Orders (FS300100) or Appointments (FS300200) form for the applicable service order or appointment.
• Specific Customer Location: The items are shipped to the address of the customer location. The location is specified in the Location box of the Service Orders (FS300100) or Appointments (FS300200) form for the applicable service order or appointment.
• Service Order (default): The items are sent to the address of the location where the service is delivered. The address is specified on the General Info tab of the Service Orders (FS300100) or Appointments (FS300200) form for the applicable service order or appointment.

This column is not available for the billing cycles with the Time Frame grouping setting on the Billing Cycles (FS206000) form.

• Weekly: The documents are eligible to be posted at the end of the week.
• Monthly: The documents are eligible to be posted at the end of the month.
• None: The documents are eligible to be posted anytime.

This column is available for editing only if the billing cycle has the Appointments or Service Orders grouping setting specified on the Billing Cycles form. If the billing cycle has another grouping setting, the column is filled in with None.

The type of the compliance document. The following document types are available:

• Certificate
• Insurance
• Lien Waiver
• Notice
• Other

If a project is specified, this compliance document is displayed on the Compliance tab of the Projects form for the selected project.

If a task is specified, this compliance document will be displayed on the Compliance tab of the Project Tasks form for the selected task of the Cost Task type.

The identifier of the vendor associated with the compliance document. If a vendor is specified, the current document will be displayed on the Compliance tab for the selected vendor.

The reference number of the payment that is associated with the compliance document.

The payment method associated with the vendor.

The reference number of the invoice associated with the compliance document. If an invoice number is specified, the current compliance document will be displayed on the Compliance tab of the Invoices and Memos form for the selected invoice.

The amount of the invoice.

The reference number of the payment associated with the compliance document.

The customer’s default payment method.

The account associated with the vendor (Expense account) or customer (Sales account).

The reference number of the bill associated with the compliance document. If a bill number is specified, the current compliance document will be displayed on the Compliance tab of the Bills and Adjustments form of the selected bill.

The bill amount to be paid for the document.

The number of the certificate.

The identifier of the customer associated with the compliance document. If a customer is specified, the current document will be displayed on the Compliance tab of the Customers form of the selected customer.

The name of the customer associated with the compliance document.

The date when the document is issued.

The date when the compliance document takes effect. You should specify the date manually while adding the document.

The name of the insurance company.

The identifier of the joint vendor associated with the compliance document. If a joint vendor is specified, the current document will be displayed on the Compliance tab for the selected vendor.

A check box that indicates (if selected) that the joint release has been received.

The amount covered by the lien waiver.

The amount of insurance liability specified for the compliance document. You should enter the amount manually while adding the document.

The method used to send the document.

The date when the payment is created.

The reference number of the payment.

The reference number of the project transaction associated with the compliance document.

The reference number of the purchase order associated with the compliance document. If a purchase order is specified, this compliance document will be displayed on the Compliance tab of the Purchase Orders form for the selected purchase order.

The inventory ID of the item in the purchase order line, which can be specified only if a purchase order has been selected.

The insurance policy number.

The date of the inventory receipt.

The date when the goods are received.

The person responsible for receiving goods.

A check box that indicates (if selected) that a joint payment is required.

The identifier of the revenue task within the project to which the compliance document relates. If a revenue task is specified, the current compliance document will be displayed on the Compliance tab of the Project Tasks form for the selected task of the Revenue Task type.

The identifier of the secondary vendor associated with the compliance document. If a vendor is specified, the current document will be displayed on the Compliance tab for the selected vendor.

The name of the secondary vendor associated with the compliance document.

The source of the payment, which is one of the following options:

• AP Bill
• PO/Sub
• Customer
• Project

The name of the sponsor organization.

The identifier of the subcontract associated with the compliance document. If a subcontract is specified, the current document will be displayed on the Compliance tab of the Subcontracts form for the selected subcontract.

The identifier of the item in the subcontract line, which can be specified only if a subcontract has been selected.

The date when the goods are shipped.