Bill To - Revision history

Freddy at 14:42, 16 January 2025

2025-01-16T14:42:31Z

Mwillard at 22:51, 1 December 2022

2022-12-01T22:51:53Z

Vtran at 20:03, 15 July 2022

2022-07-15T20:03:51Z

Vtran at 20:02, 15 July 2022

2022-07-15T20:02:59Z

Vtran at 20:01, 15 July 2022

2022-07-15T20:01:45Z

Vtran: Created page with "NOTOC ===General Description=== '''Default Menu Location''' Maintain >> Address Book >> Organization The Bill To Screen is accessible from the Organization screen. The..."

2022-07-15T20:01:22Z

Created page with "__NOTOC__ ===General Description=== '''Default Menu Location''' Maintain >> Address Book >> Organization The Bill To Screen is accessible from the Organization screen. The..."

New page

__NOTOC__

===General Description===

'''Default Menu Location''' Maintain >> Address Book >> Organization

The Bill To Screen is accessible from the Organization screen.

The Bill To screen is used to maintain billing information such as, Payment Terms, Credit Limits, Customer Transaction Category, etc.

[[File: Bill_To_Screen.png]]

===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

'''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 DOCLIMITCHECK setup option is enabled and the customer has 'Do Not Exceed' in their Bill To screen, users won't be able to add a sales order or quote until the customer is under the credit limit.

* If the open balance is over this amount, the task or sales order will be cancelled unless the user has the EXCEEDCREDITLIMIT security right.

'''Business Type:''' Enter the type of business here

* Business Types are maintained in the '''''Rule Maintenance''''' screen by selecting '''''Business Types''''' from the drop-down menu

'''State Registered:''' This field uses the States rule in '''Rule Maintenance'''. This field along with the corresponding date field can be used for custom reporting

'''Credit App/Updated/Financials dates:''' These fields allow you to enter dates that can be used for custom reporting

'''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 Hold:''' The Credit Hold Check Box will completely lock down a customer from any ongoing business, even including production, purchasing, loading and shipping for an order. User are allowed to make new quotes when a customer is on credit hold. By clicking the Credit Limit hyperlink, users can allow selected orders and quotes to be sent through the order process while still keeping the customer on credit hold. Find more information on using credit holds[http://www.abiscorp.com/AdjWiki/credithold.ashx|here].

@@ Line 21: / Line 21: @@
 ::* 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 DOCLIMITCHECK setup option is enabled and the customer has 'Do Not Exceed' in their Bill To screen, users won't be able to add a sales order or quote until the customer is under the credit limit.
 ::* If the open balance is over this amount, the task or sales order will be cancelled unless the user has the EXCEEDCREDITLIMIT security right.
 :'''Business Type:'''  Enter the type of business here

@@ Line 59: / Line 59: @@
 '''Credit Hold:'''  The Credit Hold Check Box will completely lock down a customer from any ongoing business, even including production, purchasing, loading and shipping for an order. User are allowed to make new quotes when a customer is on credit hold. By clicking the Credit Limit hyperlink, users can allow selected orders and quotes to be sent through the order process while still keeping the customer on credit hold.
-[[Category: Accounts Receivable]]
+[[Category: Address Book]]
-[[Category: Order Entry]]
+[[Category: Attributes]]

← Older revision		Revision as of 20:02, 15 July 2022
Line 58:		Line 58:

	'''Credit Hold:''' The Credit Hold Check Box will completely lock down a customer from any ongoing business, even including production, purchasing, loading and shipping for an order. User are allowed to make new quotes when a customer is on credit hold. By clicking the Credit Limit hyperlink, users can allow selected orders and quotes to be sent through the order process while still keeping the customer on credit hold.		'''Credit Hold:''' The Credit Hold Check Box will completely lock down a customer from any ongoing business, even including production, purchasing, loading and shipping for an order. User are allowed to make new quotes when a customer is on credit hold. By clicking the Credit Limit hyperlink, users can allow selected orders and quotes to be sent through the order process while still keeping the customer on credit hold.
		+
		+	[[Category: Accounts Receivable]]
		+	[[Category: Order Entry]]
		+	[[Category: Quoting]]

← Older revision		Revision as of 20:01, 15 July 2022
Line 57:		Line 57:
	* Customer comments are maintained in the Rule Maintenance screen by selecting Customer Comments from the drop-down menu		* Customer comments are maintained in the Rule Maintenance screen by selecting Customer Comments from the drop-down menu

−	'''Credit Hold:''' The Credit Hold Check Box will completely lock down a customer from any ongoing business, even including production, purchasing, loading and shipping for an order. User are allowed to make new quotes when a customer is on credit hold. By clicking the Credit Limit hyperlink, users can allow selected orders and quotes to be sent through the order process while still keeping the customer on credit hold~~. Find more information on using credit holds[http://www.abiscorp.com/AdjWiki/credithold.ashx\|here]~~.	+	'''Credit Hold:''' The Credit Hold Check Box will completely lock down a customer from any ongoing business, even including production, purchasing, loading and shipping for an order. User are allowed to make new quotes when a customer is on credit hold. By clicking the Credit Limit hyperlink, users can allow selected orders and quotes to be sent through the order process while still keeping the customer on credit hold.

@@ Line 1: / Line 1: @@
 __NOTOC__
-===General Description===
+==General Description==
-'''Default Menu Location''' Maintain >> Address Book >> Organization
+'''How to Access'''
-The Bill To Screen is accessible from the Organization screen.
+::'''The Bill To screen is an attribute, it can be accessed only through the Attributes Menu on an [[organization]]’s Master Screen.'''
-The Bill To screen is used to maintain billing information such as, Payment Terms, Credit Limits, Customer Transaction Category, etc.
+[[File:Bill_To_Attribute.png]]
 [[File: Bill_To_Screen.png]]
-===Fields/Filters===
+'''Fields/Filters'''
-'''Credit App/Updated/Financials dates:'''  These fields allow you to enter dates that can be used for custom reporting
+:'''Terms:''' The agreed terms of payment
-'''Misc Code:'''  User-defined field
+:'''Credit Limit:''' Enter a dollar amount here to set the maximum open balance a customer may have
-'''Discount:'''  The default percentage of additional discount agreed upon, if any
+:'''Business Type:'''  Enter the type of business here
-'''Territory:'''  The territory or region of the organization
+:'''State Registered:'''  This field uses the States rule in '''Rule Maintenance'''.  This field along with the corresponding date field can be used for custom reporting.
-* Organization Territories are maintained in the '''''Rule Maintenance''''' screen by selecting   '''''Organization Territory Codes''''' from the drop-down menu
+:'''Credit App/Updated/Financials dates:'''  These fields allow you to enter dates that can be used for custom reporting
-'''Acct Cust Code: ''' The customer code used for accounting; the A/R Customer Code in your accounting software package
+:'''Misc Code:''' User-defined field
-'''AR Account:'''  The specific control account number for this organization, if necessary
+:'''Discount:''' The default percentage of additional discount agreed upon, if any
-'''Cust Category:'''  The customer's Transaction Category used for billing
+:'''Territory:''' The territory or region of the organization
-* Customer Transaction Categories are maintained in the Rule Maintenance screen by selecting Customer Transaction 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
-'''Invoice Form:'''  The invoice form used for this customer
+:'''AR Account:''' The specific control account number for this organization, if necessary
-* Invoice forms may be added/deleted in the Rules area of Adjutant by selecting Invoice Forms from the drop-down menu
+:'''Cust Category:''' The customer's Transaction Category used for billing
-'''Comment:'''  Select a default comment to appear on the customer's invoice
+:'''Invoice Form:'''  The invoice form used for this customer
-* This comment will be inserted into the notes field of the Invoice Header and may be edited by opening the Invoice Headers screen
+:'''Comment:'''  Select a default comment to appear on the customer's invoice
-* Customer comments are maintained in the Rule Maintenance screen by selecting Customer Comments from the drop-down menu
+::* Customer comments are maintained in the Rule Maintenance screen by selecting Customer Comments from the drop-down menu
-'''Credit Hold:'''  The Credit Hold Check Box will completely lock down a customer from any ongoing business, even including production, purchasing, loading and shipping for an order. User are allowed to make new quotes when a customer is on credit hold. By clicking the Credit Limit hyperlink, users can allow selected orders and quotes to be sent through the order process while still keeping the customer on credit hold.
+:'''Credit Hold:'''  The Credit Hold Check Box will completely lock down a customer from any ongoing business, even :including production, purchasing, loading and shipping for an order. User are allowed to make new quotes when a customer :is on credit hold. By clicking the Credit Limit hyperlink, users can allow selected orders and quotes to be sent through :the order process while still keeping the customer on credit hold.
 [[Category: Address Book]]