Customer Maintenance

Options Reference

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

Hotprint invoice form

This defaults from the Invoice form selected on the AR Module Control form. You can override it at a customer level if different customer's require different invoice formats. The report selected here is the one that prints for this customer when invoices are hotprinted from the AR Invoice Entry, Sales Order Entry, or Packing Slip Maintenance forms.

Print discount

Select this option if you want discount percentages or 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.

Print notes on invoices

Select this option if you want invoice notes 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 the Accounts Receivable Module Control form. Select the option to print fully backordered inventory lines on the AR invoice, and print any partially backordered lines.

The option applies if AR Invoice with B/O qty - L has been selected as the Hotprint invoice form for this customer.

Note: If you use this option, the SO Module Control option Generate zero supplied lines on packing slips should also be selected.

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.

Note: If Print is selected, this field is 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 is used for the recipient. If a fax number is assigned on the Main tab, it defaults 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's or recipient's fax number or email address.

Note: If Print is selected, this field is cleared and disabled.

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

Receipt delivery method

If auto fax/email options are in use, you can select the default delivery method to use 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's or recipient's fax number or email address.

Note: If Print is selected, this field is cleared and disabled.

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

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See Also