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| Line 140: |
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| 2. Any EDITING the system will be audited (logged). | | 2. Any EDITING the system will be audited (logged). |
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| ::[[File:Customer-Maintain Customer-NEW FORM.jpg|640px]]
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| <br /> | | <br /> |
| * You may start input the following fields:
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| {| class="wikitable"
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| |-
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| ! Field Name !! Explanation & Properties
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| |-
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| | Company ||
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| * Input the customer billing company name.
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| * Field type : Alphanumerical
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| * Length : 100
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| |-
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| | Description 2 (UNDERLINE below Company) ||
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| * An optional field recommended to input Chinese translated name, former company name, company register no, etc.
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| * Field type : Alphanumerical
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| * Length : 100
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| |-
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| | Control A/c ||
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| * Select an appropriate Customer Control Account wish to be posted to GL when customer documents are created.
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| * Field type : Lookup from the Maintain Accounts (Special Type: Customer Control Account)
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| * Length : 10
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| |-
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| | Code ||
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| * AUTO/MANUAL generate the Customer Code.
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| * Field type : Alphanumerical
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| * Length : 10
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| |-
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| | Cust Category ||
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| * Categorize your customer for reporting purpose.
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| * Field type : Lookup from Maintain Company Category
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| * Length : 15
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| |}
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| <br />
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|
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| ===General===
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| ::[[File:Customer-Maintain Customer-General Tab.jpg|640px]]
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|
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| {| class="wikitable"
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| |-
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| ! Field Name !! Explanation & Properties
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| |-
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| | Branch Name ||
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| * You may maintain multiple set of addresses by differential the Branch Name.
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| * Default Branch Name: BILLING
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| * Field type : Alphanumerical
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| * Length : 100
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| |-
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| | Address (4 lines) ||
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| * Input the company addresses.
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| * Field type : Alphanumerical
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| * Length : 40 (each lines)
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| |-
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| | Attention ||
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| * Input the contact person.
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| * Field type : Alphanumerical
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| * Length : 70
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| |-
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| | Phone 1 & 2 ||
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| * Input the telephone no.
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| * Field type : Alphanumerical
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| * Length : 30
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| |-
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| | Fax 1 & 2 ||
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| * Input the fax no.
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| * Field type : Alphanumerical
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| * Length : 30
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| |-
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| | Email ||
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| * Input the email.
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| * Field type : Alphanumerical
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| * Length : 60
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| |-
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| | Area ||
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| * Select a default Area.
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| * Field type : Lookup from Maintain Area
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| * Length : 10
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| |-
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| | Agent ||
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| * Select a default Agent.
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| * Field type : Lookup from Maintain Agent
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| * Length : 10
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| |-
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| | Currency ||
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| * Select a default Currency.
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| * Field type : Lookup from Maintain Currency
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| * Length : 6
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| |-
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| | Credit Terms ||
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| * Select a default Terms.
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| * Field type : Lookup from Maintain Terms.
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| * Length : 10
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| |-
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| | Credit Limit ||
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| * Set the credit limit. (for non-Advance Credit Control module)
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| * Field type : Numeric
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| |-
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| | Statement ||
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| * Select a default statement type, ie. Open Item or Brought Forward.
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| * Field type : Option
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| * Default : Open Item
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| |-
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| | Aging On ||
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| * Select a default Aging type, ie. Invoice Date or Due Date.
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| * Field type : Option
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| * Default : Invoice Date
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| |-
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| | Price Tag||
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| * Set the price tag to the items.
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| * Field type : Lookup from Maintain Stock Price Tag.
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| * Length : 10
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| |}
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| <br />
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|
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| ===Note===
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| ::[[File:Customer-Maintain Customer-Note Tab.jpg|640px]]
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|
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| ===Sales Tax===
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| ::[[File:Customer-Maintain Customer-Sales Tax Tab.jpg|640px]]
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| =='''Save Customer'''== | | =='''Save Customer'''== |
