Welcome Guest, you are in: <root>AFIweb • Login

Page History: Organization Attributes - Bill To

Compare Page Revisions

36 35 34 33 32 31 30 29 28 27 26 25 24 23 22 21 20 19 18 17 16 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0 Current 36 35 34 33 32 31 30 29 28 27 26 25 24 23 22 21 20 19 18 17 16 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0

« Older Revision - Back to Page History - Newer Revision »

Page Revision: Wed, 24 Apr 2013 16:01

Table of Contents [Hide/Show]    General Description    Fields/Filters

General Description¶

Default Menu Location Maintain >> Address Book >> Organization

Bill To Screen is accessible from the Organization Screen

Bill To screen is used to create billing information such as, Terms, AR account information, Account balances and etc.

Fields/Filters¶

Terms: The agreed terms of payment

• Payment Terms are maintained in the Rule Maintenance screen by selecting Terms Codes from the drop-down menu
  

Misc Code: User-defined field

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 drop-down menu
  

Acct Cust Code: The customer code used for accounting; the A/R Customer Code in your accounting software package

AR Account: The specific 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 drop-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 drop-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 drop-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.