Customer Maintenance

If the eReporting module is in use, additional options display at the bottom of the Customer's Defaults form

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Hotprint invoice form

This will default from the Invoice form selected in AR Module Control, however it can be overridden at a customer level if different customer's require different invoice formats. The report selected here is the one that will print for this customer when invoices are hotprinted from AR Invoice Entry, Sales Order Entry, or Packing Slip Maintenance.

Print discount

Select this option if you want discount percentages/values to print on invoices for this customer.

Print overdue messages on statements

Select this option if you want overdue messages to be printed on statements for this customer. These messages are set up in Overdue Interest Code Maintenance.

Print notes on invoices

Select this option if you want invoice notes (header narration) to print on invoices for this customer.

Print zero supplied order lines on invoice

This option is only visible if the Sales Order module is in use, and defaults from Accounts Receivable Module Control. Select the option if you want fully backordered inventory lines to print on the AR Invoice, and any partially backordered lines. The option is only applicable if AR Invoice with B/O qty - L has been selected as the Hotprint invoice form for this customer.

If this option is going to be used, the SO Module Control option Generate zero supplied lines on packing slips should also be selected, otherwise zero supplied lines will not be generated using the Generate Packing Slips process and will not exist to print on the invoice.

Invoice delivery method

If eReporting options are in use, you can select the default delivery method to be used when printing invoices for this customer. Options are: Print, Email, Fax.

Invoice recipient

If the invoice delivery method is Email or Fax, enter the customer or recipient's fax number or email address.

Information If Print is selected, this field will be cleared and disabled.

If an email address is assigned on the Main tab, it will default here for email recipients. If an SO Packing Slip or AR Invoice is hotprinted from the SO Entry program, this is the email address that will be used for the recipient. If a fax number is assigned on the Main tab, it will default here for fax recipients.

Statement delivery method

If auto fax/email options are in use, you can select the default delivery method to be used when printing statements for this customer. Options are: Print, Email, Fax.

Statement recipient

If the statement delivery method is Email or Fax, enter the customer/recipient's fax number or email address.

Information If Print is selected, this field will be cleared and disabled.

If an email address is assigned on the Main tab, it will default here for email recipients. If a fax number is assigned on the Main tab, it will default here for fax recipients.

Receipt delivery method

If auto fax/email options are in use, you can select the default delivery method to be used when printing receipts for this customer. Options are: Print, Email, Fax.

Receipt recipient

If the receipt delivery method is Email or Fax, enter the customer or recipient's fax number or email address.

Information If Print is selected, this field will be cleared and disabled.

If an email address is assigned on the Main tab, it will default here for email recipients. If a fax number is assigned on the Main tab, it will default here for fax recipients.