Integration Tab

This tab contains information about the integration of the Accounts Receivable module with other Greentree Desktop modules.

Options Reference

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

GL Control Accounts

AR control account

Select the AR control account to use when transactions for this customer are updated to the general ledger.

Tax control account

Select the default tax control account to use when transactions for this customer are updated to the general ledger.

Note: If no account is specified here, it defaults to the account specified on the General Ledger Module Control form.

Inventory Transaction Types

Invoice

Select the default transaction type to use for AR invoice inventory lines created for this customer.

Credit note

Select the default transaction type to use for AR credit note inventory lines created for this customer.

Price book

This is taken from the Inventory Module Control form, but it can be changed if applicable to a customer-specific default. The price book assigned defaults to inventory transaction lines for this customer.

If the Inventory Advanced Pricing module is in use, you can define alternative default price books for customers, so that price books can default to inventory transaction lines based on a specific customer/item combination.

Sales Order Options

Use packing slips

This option is enabled if the Sales Order module is in use, and should be selected to use packing slips for the customer. This overrides the option on the SO Module Control form, so you can control the use of packing slips at a customer level.

Packing slip form

This is enabled if the option to use packing slips is selected. You can select the packing slip form to be printed for this customer, so that you have the flexibility to use different packing slips for different customers, if relevant.

Backorder priority

Select the backorder priority code, which defaults to new customers when they are set up. This indicates the order of priority this customer gets if there are multiple sales orders with backordered lines.

For example, if the customer is a Priority 1 then they are the first customer to be allocated inventory when it becomes available.

If the Sales Orders Module Control option Allow backorders is not selected, this option is not enabled and Greentree Desktop applies a No backorder rule to all customers.

Default order status

This is enabled if the Sales Order module is in use.

You can select a default order status to apply to the header of all new sales orders entered for this customer. If None is selected (this is the default for new customers), the default order status is derived from Sales Orders Module Control or SO User Preferences.

Allow entry of sales orders on stop credit

This is enabled if the Sales Order module is in use and should only be selected to enable users to enter sales orders for a customer when the customer is on stop credit.

Stop credit order status

This option is enabled if enable enter of sales orders on stop credit is selected. You can select a specific order status that to default to new sales orders for this customer, if the customer is on stop credit.

This overrides all other default order statuses that have been assigned. You can use this — for example, to put the customer's order on hold, pending a credit check.

Reset order status on stop credit

This option is enabled if enable enter of sales orders on stop credit is selected. If you select this option, when the customer is placed on stop credit, Greentree Desktop re-sets the status of all open orders for this customer to the Stop credit order status defined on this form.

Note: If you select this option, for a customer, the Allow negative available option is also checked for the item when you enter a transaction. If that option is false and there is insufficient inventory available for a transaction line when the customer is taken off stop credit, the order remains on hold.

AP Offset

Allow AP offset

Select this option to enable AP offsetting for this account.

Supplier Code

Select the AP supplier to enable offsets to be processed against. These rules apply:

Customer and supplier must use the same currency.
Supplier cannot be linked to another customer.

When you click Save, the AP supplier record updates to show the relationship.

Alpha

The supplier's alpha code.

Name

The supplier's name.