Descriptions of the fields and buttons on the Preferences screen of the Customer Maintenance tab are provided in the following table.
Note: To access the Preferences screen, you must have the proper security privileges. The Customer Maintenance job function needs to be assigned to one of your roles. Roles are assigned to users in the User Maintenance on the Security Maintenance screen of the Vision Configuration tab. For more information, refer to About roles and job functions.
Field or button |
Description |
If the customer accepts partial orders, select this option; then, you can ship as many items as you have in stock to this customer and place the rest on backorder. If this option is not selected, you cannot ship merchandise unless you can fill the entire line item. For customers who accept partial shipments, the status of the wholesale vendor (drop ship versus non-drop ship) may affect the bump-down sequence for EDI transmissions to vendors. |
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If a customer accepts backorders, select this option. If a customer does not accept backorders, leave this option unchecked. An unchecked box means that the system cancels a specific line item when an operator is entering an order in Customer Service unless there is enough of the product available to fill the quantity specified in the line item. There is one exception to this rule. If the customer accepts partial orders, the system lets you partially fill the line item in question. But it does not put the unfilled portion on backorder. It cancels the quantity it cannot fill. |
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This check box indicates whether or not the line items on a customer's pick ticket should be sorted according to the bin locations of the warehouse. If the customer accepts furniture pick tickets that list line items sorted by warehouse locations, select this check box. If the customer does not want to receive pick tickets that list line items sorted by warehouse locations, clear this check box. Then the picket ticket line items are printed in the same order they were entered on the Customer Service tab. |
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If the customer requests desktop delivery, select this option. This also indicates that the sales rep's commission can be manually calculated using the Desktop Delivery commission sliding scale. |
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If this customer is a government agency that would like to be offered National Industries for the Blind (NIB) equivalent products as substitutions during order entry, select this option. |
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This indicator tells the system how this customer wants to receive shipments. You have several options for this field:
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You have several options for this field:
Existence of a pattern match in this field makes entry of a Billing Code required when an order is entered on the Customer Service tab.
If a Billing Code Match Pattern is established for the ship to location on the Ship To Preferences screen of the Customer Maintenance tab, it overrides any pattern set up here for the customer. This field is also used for monthly billing and customer reporting. |
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Enter a customer class code defined in the Vertex software. This code is not required. |
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If this box is checked, it means that the operator must enter the customer's PO number when entering an order for this customer on the Customer Service tab. If this box is unchecked, it means that the PO number is not required. |
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This field is a pattern match for customer PO numbers. For example, entering the pattern 3A-4X-2N in this field would require entry of a customer PO having the following pattern: 3 alpha characters - 4 alphanumeric characters - 2 numeric characters. |
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This field is the pattern match for a blanket PO. This field also specifies whether the Blanket PO field is required. If a pattern match is entered in this field, a blanket PO number must be entered in the Blanket PO field here and also on the Current Order screen of the Customer Service tab when you are entering an order. This default can be overridden on the Current Order screen on the Customer Service tab. The pattern AA-XX-NNN is not a valid entry for this field. |
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If a customer uses a blanket purchase order number, enter that number here. Data retrieval from the RELEASE file (until you purge the data) is available to show the money spent under this blanket PO number. |
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Select how the customer's prices print on his or her invoices. |
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Select the manner in which invoices are delivered to this customer. Valid options are as follows:
(If you select this option but a fax number has not been set up for this customer on the Master screen, the system checks to see if an AR contact has been established for this customer on the Contacts screen. If one has not been established, the system will display a warning message. If there is an AR contact, the system checks for a corresponding fax number. If there is no fax number, the system will display a warning message.)
(If you select this option, the system checks to see if an AR contact has been established for this customer on the Contacts screen. If one has not been established, the system will display a warning message. If there is an AR contact, the system checks for a corresponding email address. If there is no email address, the system will display a warning message.) For more information, please see Specify how invoices should be sent to a customer. |
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This two-line text field contains the text of a message to be printed on the invoice. |
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This drop-down list indicates how order acknowledgments should be generated when orders are accepted for this customer on the Customer Service tab. Valid options are as follows:
If an option is selected for the ship to location (in the Order Acknowledgments drop-down list on the Ship To Preferences screen), it overrides the option selected in this drop-down list on the Preferences screen. |
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If this customer accepts backorders (as indicated by the Accepts Backorders check box), this drop-down list indicates how backorder acknowledgments should be generated for this customer when backorders are placed for this customer on the Customer Service tab. The backorder acknowledgments are generated during End-of-Day (EOD) processing. Valid options are as follows:
If an option is selected for the ship to location (in the Backorder Acknowledgments drop-down list on the Ship To Preferences screen), it overrides the option selected in this drop-down list on the Preferences screen. |
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Select the group that you want to use for this customer. If you include this ID on several customer master records, all of those customers can be grouped together on the Customer Report Card Report. |
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You can type a customer number in this field. If you do so, the Freight Manifest print will print a different manifest form for this customer. It will also link several customers under one customer and print them all on the same manifest. |
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If this customer wishes to receive monthly billing invoice reports, select this option. |
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Choose the day for which you wish to run this report. |
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Select how the monthly billing reports are to be sorted. |
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The Usage Report field enables you to select which Usage Report(s), if any, you want to run for this account. |
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Select one of the options to specify the frequency of the Usage Report(s).
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Enter the customer number that is used to produce Consolidated Usage reports. |
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If the End-of-Month Usage reports should have subtotals for contract and non-contract items, select this option. If the End-of-Month Usage reports should not have subtotals for contract and non-contract items, clear this option. |
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Choose the fiscal month for which you wish to run this report. |
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This field denotes the position where the location is found within the Ship To code. The format for this field is TS,L, where S indicates the starting position and L indicates the length. The delimiter T5,3 indicates start at character 5 and use 3. The Usage Report uses the delimiter to find and segregate the department number out of the Ship To key. If a location delimiter is entered, you must specify where this delimiter is to be applied by selecting the Usage By Page or Billing By Page options. |
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If you would like the Usage Report to have page breaks at locations, select this option. |
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If you would like the monthly billing reports to have page breaks at locations, select this option. |
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Click this button to save any changes that you have made. |
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Click this button if you do not wish to save the changes that you made, and you wish to revert to your previous information. |