Accounts Receivable
This screen enables the user to specify the credit limit for the customer. This credit limit is checked when the Check Credit Limit option in Enterprise screen is selected. If the Manager Required for Credit Limit Override option is selected in the retail profile, the manager would have to log into POS to complete a transaction when the customer is making an On Account payment and the credit limit for the customer has been crossed.
To open the window, choose Operations > Business Partner > Customer > Account Details.
 In case subsidiary is turned ON in the system, this window can be opened by Operations > Business Partner > Customer > Subsidiary Account Details.
Setup Screen
Field
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Description/Activity
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Code
|
This field show the code of the relevant subsidiary.
 This field is not editable.
 This is shown only in case Subsidiary is Turned ON in system.
|
Name
|
This field show the name of the relevant subsidiary.
 This field is not editable.
 This is shown only in case Subsidiary is Turned ON in system.
|
Sales Tax Code
|
Select the customer level tax code from the list of tax codes. Click
to open the Tax Code Search screen and select the sales tax code.
 This is shown only in case Subsidiary is Turned ON in system.
|
Price List
|
Select a price list from the available list. Click
to open the Price List Search screen and select the price list.
 This field is disabled if the ERP type is SAP Business One.
 This is shown only in case Subsidiary is Turned ON in system.
|
Credit Limit
|
Enter the credit limit to be set for the customer.
|
Balance
|
Customers balance will be calculated automatically.
|
Order Balance
|
Customers order balance will be calculated automatically.
|
Layaway Balance
|
Customers layaway balance will be calculated automatically.
|
Balance Credit Limit
|
Customers balance credit limit will be calculated automatically.
|
Tax Number
|
Enter the tax number of individual or that of company.
 This is shown only in case Subsidiary is Turned ON in system.
|
Electronic Id
|
Enter the electronic code of the security user. A unique code of a maximum 40 alphanumeric characters can be entered.
 This code is used if the user uses magnetic card to find out customer details in system instead of manually entering a customer id and other details.
 This is shown only in case Subsidiary is Turned ON in system.
|
Payment Type
|
Displays the payment types defined in the system.
 This is shown only in case Subsidiary is Turned ON in system.
|
Tax Exempt
|
Select this option if the customer is tax exempt.
 This is shown only in case Subsidiary is Turned ON in system.
|
Tax Free
|
Select this option if the customer is tax free.
 This is shown only in case Subsidiary is Turned ON in system.
|
Is Active
|
Select this option if the customer is active.
 This is shown only in case Subsidiary is Turned ON in system.
|
On Hold
|
Select this option if the customer is on hold.
 This is shown only in case Subsidiary is Turned ON in system.
|
OK
|
This button updates changes to the database and closes the screen.
|
Cancel
|
This button does not save any changes and closes the screen.
|
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