Main

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This form contains customer code and contact information. It also displays current customer balances and sales history.

Code

Enter or select a unique code of up to 12 alphanumeric characters to represent the customer. If the AR Module Control option to automatically generate codes is selected for customers, you can leave this field empty when you are creating a new customer, and Greentree allocates a code using the parameters defined in Accounts Receivable Module Control.

Alpha

Enter or select a code of up to 20 alphanumeric characters that can be used when searching for a customer. This code does not have to be unique.

Name

Enter or select a customer name of up to 50 alphanumeric characters that can be used when searching for a customer. This name does not have to be unique.

Displayed currency - Foreign/Local

Select the Foreign option to display the customer's balances in the currency assigned to the customer. Select Local to display balances in the company's currency.

Address Lines

Enter up to 50 alphanumeric characters per line to represent the address for the customer. You must enter a description into the first line.

Suburb

The label for this field is the Suburb in Country Maintenance. You can enter a 50 character alphanumeric suburb, or select one from a dropdown list (suburbs available to select depend on the country that is selected. Greentree is currently pre-populated with suburb codes for New Zealand and Australia).

When you select a suburb from the list, the postal code, state and time zone (if required) updates to relevant fields. You can edit or select a suburb code. The field may also be left blank, it is not mandatory.

Post code

The label for this field is the Postal code in Country Maintenance. You can enter a 10 character alphanumeric post code, or select one from a dropdown list (codes available to select depend on the country that is selected. Greentree is pre-populated with post codes for New Zealand and Australia).

When you select a code from the list, the suburb, state and time zone (if required) updates to relevant fields. You can edit or select a post code.

State

This field is enabled if the Country Maintenance option Use state in address details is selected.

The label for the field is the State in Country Maintenance.

You can:

• Enter a 20 character alphanumeric state, or
• Select one from a dropdown list (see the table below, indicating which state codes are available to select).

A state associated with a post code or suburb always overwrites an existing value in this field.

Country

Select the country code of the customer.

T/Zone

This field is enabled if the Country Maintenance option Use time zone in address details is selected.

You can enter a six alphanumeric character timezone code - use a standard format like +12:00).

If you selected a suburb or postal code from a list, the timezone associated with that selection defaults into this field.

A timezone for a post code or suburb always overwrites an existing value in this field.

Phone

Enter up to 50 alphanumeric characters for the customer's phone number. If phone masking is in use, this field is formatted with the phone or fax mask defined in Country Maintenance. You can also enter free-form text following a masked format if required, for example, for an extension number.

Mobile

Enter up to 50 alphanumeric characters for the customer's mobile number. If phone masking is in use, this field is formatted with the phone or fax mask defined in Country Maintenance. You can also enter free-form text following a masked format if required, for example, for an extension number.

Fax

Enter up to 50 alphanumeric characters for the customer's fax number. If phone masking is in use, this field is formatted with the phone or fax mask defined in Country Maintenance. You can also enter free-form text following a masked format if required, for example, for an extension number.

Contact

Enter the main contact person for the customer, up to 30 characters long.

Email address

Enter up to 256 alphanumeric characters for the customer's email address.

Web address

Enter up to 256 alphanumeric characters for the customer's website address.

Balance type

Select Balance Forward or Open Item as the customer's balance type. When you view transactions for a customer with a balance forward type, an opening balance will display, plus current period transactions. When you view transactions for a customer with an open item type, all transactions displays no opening balance). This type is applicable to both enquiries and statement printing.

Status

Select one of four pre-defined status codes for the customer: Active, Inactive, Ready for deletion or Temporary. The status is used within Greentree to determine if warning messages should be returned during transaction entry. A customer with a status of Active can be selected during transaction entry.

If a customer has a status of Inactive or Ready for deletion, a warning message will appear to prevent the entry of transactions for that customer in these forms:

• AR Invoice Entry
• AR Standing Invoice Maintenance
• JC AR Invoice Entry
• SO Sales Order Entry
• SO Standing Order Entry

A warning message will also appear when an inactive or deleted customer is selected in the AR Credit Note, AR Journal, AR Receipt, and JC AR Credit Note functions. Greentree won't prevent you entering the transaction, so that balances for the customer can be cleared.

The Temporary status is for reference only and does not currently interface with messaging or function.

Assigned Team

Select the customer's assigned team. This determines security privileges if the Advanced Security Module is in use.

Include child balances

Select this option to include child account balances in the parent account balances that display on the form.

Balances

The customer's current balance displays, including a breakdown of how the balance is constructed.

You can drill down on each of the balances displayed to view transaction detail associated with each value. Only one retention value will appear if Job Costing retentions is not used.

• Masterfile Address/Contact Features
• Country Maintenance

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