Customer Information (1 of 2) (CUST) is the primary customer window containing the customer name, address, accounts payable contact and customer specific flags. This window is updated by the Customer (CU) document and is read-only.
Customer
Key field. Enter the customer/client. The last two characters is an alternate address indicator used to identify multiple locations for the customer.
Miscellaneous Customer
Default is cleared [
N
]. Select [
Y
] is displayed to identify miscellaneous one-time or summary customers.
Alternate Customer
The alternate identifier for the customer/client is displayed.
Corporation Name
Conditional. Required if
Individual Name
is blank. If the customer is a company or government, the customer name is displayed here.
Individual Name (Last, First, M.I.)
Conditional. Required if
Corporation Name
is blank. The name of the customer is displayed if the customer is an individual.
Short Name
Required. An abbreviated customer name to be used for reporting purposes is displayed.
Foreign / Military
If selected [Y], State and Zip Codes not required.
General Information View
Division Name
Optional. The corporation division, department or other additional name information is displayed.
Address, City, State, Zip
Required. The customer's street address, city, state and zip code is displayed. The first five characters of the zip code are required and the last four are optional.
Phone
Optional. The customer's telephone number is displayed.
Fax Phone
Optional. The telephone number for the customer's fax machine is displayed.
Customer Status
Defaults to
Active [A]
. Valid values are
Active [A]
,
Inactive [I]
or
Marked of Deletion [D]
. The Customer Status will automatically be marked as Inactive [I] after the defined number of days in Miscellaneous Parameters in Application Dates (LDAT) without activity since the last transaction date.
Text Exists on Customer Text
If selected [
Y
], this indicates that text was entered on Customer Text (CTXT) for the customer. This field is displayed.
Payable Information View
Accounts Payable Information
Contact Name
Optional. The name of the contact in the customer's accounts payable department is displayed.
Phone
Optional. The telephone number for the accounts payable contact is displayed.
Bank Name
Optional. The bank with which the customer does business is displayed.
Bank Phone
Optional. The telephone number at the customer's bank is displayed.
Vendor
Optional. The vendor code cross-reference to Vendor (VEN2) if this customer is also a vendor is displayed.
Third Party Code
Optional. The third party that is used for billing the customer is displayed. See Third Party Billing (TPAR) for valid values.
Billing Code
Optional. A billing profile for the customer is displayed. See Billing Profile (BPRO) for valid values.
EFT Status
The EFT Status from the Customer Electronic Funds Transfer (CEFT) is displayed.
Application Type
Default electronic funds transfer application value from Customer Electronic Funds Transfer (CEFT) is displayed.
