gtCustomerOtherDefaults

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This function allows customer default information to be updated into Greentree Desktop. The Customer Code specified in the function call must already exist in the company. The function call updates into Greentree using the Maintenance > Accounts Receivable > AR Customers Defaults menu:

Company

The company code that the customer belongs to.

Code

The Customer's identifying code.

ParentAccount

The parent account of the customer.

Country

The country the customer belongs to.

TaxType

Valid tax types are Inclusive or Exclusive. If this is left blank, the tax type from Accounts Receivable Module Control is used.

BalanceType

Valid balance types are Balance Forward or Open Item. If not specified the Accounts Receivable Module Control default is used. Balance forward will display an opening balance and current period transactions, whereas open item displays all transactions that are outstanding.

ReceiptType

The default method by which the customer usually pays their account - automatic payments, cheque, direct credit and the like. This can be overridden during receipt entry.

InvTransType

The customer's invoice transaction type. If this is left blank, the transaction type from Accounts Receivable Module Control is used.

CreditTransType

The customers credit transaction type. If this is left blank, the transaction type from Accounts Receivable Module Control is used.

InvoiceDiscount

The invoice discount for the customer.

StatementDisc

The statement discount for the customer.

InterestCode

The interest code used in calculating interest on overdue balances for the customer.

Status (optional)

The customer's account status. The options available to select are Active, Inactive, Ready For Deletion or Temporary. This is used within Greentree to determine if warning messages must be returned.

AssignedTeam

The assigned team for the customer. This determines security privileges.

BOPriority

The customers backorder priority. This indicates the order of priority the customer will get if there are multiple sales orders with backordered lines. If, for example, the customer is a Priority 1 then they are the first customer to be allocated inventory when it becomes available.

DefaultOrderStatus

The default order status to be applied to all new sales orders entered for the customer.

OrderNumberUnique

Options are: True or False. If True, you must to enter the customer's order number when a sales order is entered for the customer. If not specified the default is False.

POSAccType

This is applicable if the customer is used with the Point of Sale module. Select one of: Account, Cash Sale, or Layby.

RecDetail

This is applicable if the customer is used with the Point of Sale module. Enter up to 30 alphanumeric characters to record the text to associate with a receipt for this customer.

PrintInv

This is applicable if the customer is used with the Point of Sale module. Enter true or false to indicate whether the customer requires a printed invoice when a sales transaction is saved.

PrintCredit.

This is applicable if the customer is used with the Point of Sale module. Enter true or false to indicate whether the customer requires a printed credit note when a return transaction is saved.

Returns

• Not Updated - When no error
• Updated - After Greentree update
• Error message - If error encountered

Errors Returned

• Must have a Company identifier
• Invalid Company identifier
• Must have a Customer code
• Invoice Discount must be between 0 and 100
• Overdue Interest code xxx not found

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