Internal Tab

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This tab captures detail for the organisation, but of use internally to your company such as the originating source, importance and classification.

Use the Alerts field for general alerts, such as Red carpet treatment - new MD. The value of this field displays every time you select this organisation on the Organisation Maintenance form.

This tab also captures credit information, such as method of payment and whether or not the organisation is on stop credit. You can set up an credit alert to inform employees of credit details such as No Services - outstanding Invoices.

You can define the sales structure for the organisation, from reseller to territory, specific sales manager and the internal reporting structure.

You can also indicate whether you can use the organisation or a reference check.

Alert Text

Use this field to inform personnel about the organisation, such as service-related detail or general take note comments. The alert text displays each time you access the organisation or create a related record.

Payment Method

Select the method of payment that the organisation uses from the dropdown list. The value selected becomes an information-only field so that you know which method is preferred and you can invoice.

Select:

• Account Customer - The account is set up in Greentree Desktop. Standard invoicing is performed.
• Cash Only/Prepaid - Cash only basis or prepay for services or products.
• Credit Card Customer - Services or products are provided on credit.

Stop Credit

Select this option to put the customer on stop credit.

Credit Alert Text

Enter alert text. Use this field to inform personnel about the customer's credit status — for example, Outstanding Invoices, do not deliver service. See Finance Dept.

Reseller

Select a reseller from the dropdown list.

Territory

Sales areas are called territories. Select the territory from the dropdown list.

Sales person

Select the salesperson assigned to the organisation from the dropdown list. If the organisation is of relationship type Customer, then the accounts receivable salesperson is linked to the organisation salesperson in this way:

• Accounts Receivable salesperson updates the organisation salesperson when the organisation is linked to the AR.
• The organisation salesperson is updated if the salesperson is maintained in Accounts Receivable.
• The Accounts Receivable salesperson is updated if the salesperson is maintained for the organisation.

Sales Team

The sales team represents a group of people who are assigned to the organisation. Select the sales team from the dropdown list.

Sales Manager

Select the sales manager assigned to this organisation from the dropdown list.

Currency

Use this field to set the organisation's currency. This field is read only when the organisation is linked to a customer and/or a supplier, or transactions exist for the organisation or associated customer/supplier. The currency of the linked organisation, customer, or supplier must be the same.

If the organisation is linked to a:

• Customer, the currency is taken from the customer.
• Supplier, the currency is taken from the supplier.
• Customer and Supplier, the currency is taken from the customer.

Importance

This field gives an indication of the quality of service required for the organisation. Select the level of importance for the customer from the dropdown list.

Source

Indicates the origin of your company's relationship with the selected organisation. Select the source from the dropdown list.

Classification

Select the classification from the dropdown list.

Use this to group organisations into meaningful categories, specific to your business.

Invoice Reseller

Select this option to invoice the reseller instead of the customer.

If you select this option, invoices generated from quotes are addressed to the reseller selected on the Internal tab on the Organisation Maintenance form. The reseller must be linked to an AR customer.

If not selected, invoices generated from quotes are addressed to the AR customer that the organisation is linked to.

The reseller's currency must be the same as the organisation's currency.

Exclude from Mailing Lists

A mailing list is a list of contacts to be addressed using mail. Select this option if the organisation has requested to be excluded from mailing lists. If you select this option on the organisation level, the exclude from Mailing Lists checkbox is also selected for contacts linked to the organisation.

Exclude from Call Rosters

A call roster consists of a list of contacts. Select this option if the organisation requested to be excluded from call rosters. If you select this option on the organisation level, the Exclude from Call Rosters option is also selected for contacts linked to the organisation.

PO Required for Service & Support

Select this option if a customer purchase order is required on support calls or service requests. If you select this option, the Customer PO Number option on the Additional tab on the Support Call/Service Request form is mandatory.

Reference Check Available

Select this option if the organisation can be used as a reference by existing or prospective customers. If you select this option, reference calls can be made to obtain any detail on your services, such as knowledge of product or level of satisfaction.

Reference Check Contact

Select this option to indicate which person at the selected organisation, is responsible for taking reference calls. If Reference Check Available is selected, you can select a contact connected to the organisation from the dropdown list. This list of contacts contains all the contacts linked to the organisation's record.

Reference Check Comment

Enter comments about reference calls — for example, Only Mondays, between 9:00 and 10:00.

Customer Since

The date is based on system date (current date) when the organisation relationship updates to type Customer. You can enter the date that the organisation became a customer.

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