Page History: Organization Attributes - Bill To
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Page Revision: Thu, 11 Sep 2008 09:26
Bill To: You bill this organization for goods/services. The fields in this attribute's sub-screen are described below.
Terms: The agreed terms of payment.
Payment Terms are maintained in the Rule Maintenance screen by selecting Terms Codes from the pull-down menu.
Misc Code: User-defined.
Discount: The default percentage of additional discount agreed upon, if any.
Territory: The territory or region of the organization.
Organization Territories are maintained in the
Rule Maintenance screen by selecting Organization Territory Codes from the pull-down menu.
Acct Cust Code: The customer code used for accounting; the A/R Customer Code in your accounting software package.
AR Account: The specifc control account number for this organization, if necessary.
Cust Category: The customer's Transaction Category used for billing.
Customer Transaction Categories are maintained in the Rule Maintenance screen by selecting Customer Transaction Codes from the pull-down menu.
Invoice Form: The invoice form used for this customer. Invoice forms may be added/deleted in the Rules area of Adjutant by selecting Invoice Forms from the pull-down menu.
Comment: Select a default comment to appear on the customer's invoice. This comment will be inserted into the notes field of the Invoice Header and may be edited by opening the Invoice Headers screen.
Customer comments are maintained in the Rule Maintenance screen by selecting Customer Comments from the pull-down menu.
Credit Limit: Enter a dollar amount here to set the maximum open balance a customer may have. If the DOCLIMITCHECK setup option is selected for your company, this amount will be checked in AR each time a new task or sales order is started for this customer. If the open balance is over this amount, the task or sales order will be cancelled unless the user has the EXCEEDCREDITLIMIT security right.
