Defaults Tab

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This tab contains information about defaults that are used when a new customer is set up on the Customer Maintenance form, and some other general default settings. The customer settings are defaults only and can be changed when a new customer is created.

Currency

Select the currency to default to new customers.

Payment terms

Select the payment terms to default to new customers. When invoices are entered, the system calculates the payment date using the date of the transaction and the payment terms method.

Balance type

Select Balance Forward or Open Item as the customer's default balance type.

When you view transactions for a customer with:

• A balance forward type, an opening balance displays, plus current period transactions.
• An open item type, all transactions displays no opening balance).

Overdue interest code

Select the interest code to default to new customers.

Overdue interest tax code

Select the overdue interest tax code to use for calculating overdue interest when preparing customer statements on the Prepare Statements form.

Branch

Select the branch to default to new customers. This filters the output of reports and to determine which general ledger accounts are updated if general ledger account segments are wildcarded.

Calendar

Select the calendar to default to new customers. This is used to summarise AR transactions by period, and determine customer aged balances.

Receipt method

Select the receipt method to default to new customers: cash, cheque, banked credit card, non-banked credit card, and banked deposit (if receipt is banked into the bank by the customer).

Cash analysis code

Select the cash analysis code to default to new customers.

Salesperson

Select the salesperson to default to new customers.

Backorder priority

Select the backorder priority to default to new customers.

Statement discount

Enter the statement discount percentage to default to new customers.

Invoice discount

Enter the invoice discount percentage to default to new customers.

Assign default team on new

This is the default team that are assigned to a new customer if the Advanced Security module is in use.

Order number required

Select this if you want the same option to default to true for new customers when they are set up on the AR Customer Maintenance form.

If you select this option, for a customer, you must to enter the customer's order number when an invoice or sales order is entered for the customer.

Order number must be unique

Select this if you want the same option to default to true for new customers when they are set up on the AR Customer Maintenance form.

If you select this option for a customer, order numbers entered for the customer must be unique across all orders for the customer.

Kitset Print Options

Note: These options are enabled if the Inventory Kitset module is in use

Print kitset parent only

Select this option to only print kitset parent items on invoices and not print credit notes component lines.

If you don't select this option, both parent and component line print on invoices and credit notes.

Component lines print if the Print kitset inventory components only option is selected on this form.

Print kitset inventory components only

This option is enabled if the Print kitset parent only option has not been selected.

Select the option if you only want to print kitset component inventory lines on invoices and credit notes.

If you don't select this option, inventory and non-stock component line print on the invoice or credit note.

Forms

Print discount on invoices

Select this option to default to new customers.

Print overdue messages on statements

Select this option to default to new customers.

Print notes on invoices

Select this option to default to new customers.

Print zero supplied order lines on invoice

Select this option to default to new customers.

Statements

Print open/outstanding items only

Select this option to only print unmatched items. This sets the default on the AR Statement - L report.

The method Print Outstanding Only is used on reports to determine if only the outstanding items are printed.

Inventory transaction type

Invoice

Select the inventory transaction type to default to new customers as the invoice type.

Credit note

Select the inventory transaction type to default to new customers as the credit note type.

Refunds

For details, see AR Module Control - AR Refunds.

Credit Control

Current+ Balance

If selected, the current sales order balance and/or hold balance are added to the customer's current balance when performing credit checking.

Overall Balance

If selected, the current sales order balance and/or hold balance are added to the customer's overall balance when performing credit checking.

Action on credit limit exceeded

Select the default action to be taken when a credit limit is exceeded..

• AR Receipt Maintenance
• CM Cash Analysis Codes
• Customer Defaults
• Customer Integration
• Customer Cash Banking Credit
• AR Reports

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