Main Tab

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

Code

Enter or select a unique code, up to 12 alphanumeric characters to represent the customer.

If the Accounts Receivable Module Control option to automatically generate codes is selected for customers, you can leave this field empty when you are creating a new customer. Greentree Desktop allocates a code using the parameters defined on the Accounts Receivable Module Control form.

Alpha

Enter or select a code, 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, 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 on the first line.

Suburb

The label for this field is the Suburb on the Country Maintenance form. You can enter a 50 character alphanumeric suburb, or select one from a dropdown list.

When you select a suburb from the list, the postal code, state and time zone (if required) update to their related fields. You can edit or select a suburb code. You can leave this field empty.

Post code

The label for this field is the Postal code option on the Country Maintenance form. You can enter a 10 character alphanumeric post code, or select one from a dropdown list. The codes that you can select depend on the country that is selected. Greentree Desktop 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 their fields. You can edit or select a post code.

State

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

The label for the field is the State on the Country Maintenance form.

You can:

• Enter a 20 character alphanumeric state, or
• Select one from a dropdown list.

Note: 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 Use time zone in address details option on the Country Maintenance form is selected.

You can enter a six alphanumeric character time zone code. Use a standard format like +12:00.

If you selected a suburb or postal code from a list, the time zone associated with that selection is copied to this field.

Note: A time zone 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 on the Country Maintenance form.

You can also enter 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 on the Country Maintenance form.

You can also enter 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 on the Country Maintenance form.

You can also enter 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.

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 displays, 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 Desktop to determine if warning messages should be returned when you enter a transaction. A customer with a status of Active can be selected when entering a transaction.

If a customer has a status of Inactive or Ready for deletion, a warning message displays 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 displays when an inactive or deleted customer is selected on the AR Credit Note, AR Journal, AR Receipt, and JC AR Credit Note forms. You can enter the transaction, but the balances for the customer can be cleared.

Note: The Temporary status is for reference only and does not 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.

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

• Masterfile Address/Contact Features
• Country Maintenance
• AR Module Control

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