Accounts Receivable Customer

Transcription

1 Accounts Receivable Customer Contents Overview... 1 Document Layout... 2 General Information Tab... 3 Corporate Information Tab... 3 Contact Information Tab... 4 Addresses Tab... 4 Overview The Customer document is used to create and modify Accounts Receivable customers. Customer document must exist for any vendor that will be billed through the Accounts Receivable system in KFS. IU KFS Accounts Receivable documentation Page 1 of 5 6/29/2015

2 Document Layout IU KFS Accounts Receivable documentation Page 2 of 5 6/29/2015

3 The Customer document includes General Information, Corporate Information, Contact Information, and Addresses tabs. The system automatically enters data into both the Old and New sections. Selected data fields are available for editing. General Information Tab Field General Information tab definitions: Customer Number Customer Name Customer Type Active Indicator Customer Record Add Date Last Activity Date Corporate Information Tab Display-only. A unique number assigned to identify each customer. Required. The textual name that commonly references or represents the customer organization. Required. The grouping for the desired type of customer (Individual, private business, etc.). Existing customer types may be retrieved from the list or from the lookup. Optional. Indicates whether this customer code is active or inactive. Remove the check mark to deactivate this customer code. After inactive, a customer may not have any further invoices issued to them; however, payments will continue to be accepted. Display-only. The date this Customer record was added to the data base. Display-only. The most recent date on which any part of the Customer record was changed. Corporate Information tab definitions: Tax Exempt Indicator Optional. Checked box indicates that the customer's tax status is exempt. Credit Approved By Optional. The name of the user who authorized credit for this customer. Credit Limit Amount Optional. The maximum amount of credit to extend to this customer. IU KFS Accounts Receivable documentation Page 3 of 5 6/29/2015

4 Contact Information Tab Contact Information tab definitions: Birth Date Optional. The customer's date of birth. Select the date using the calendar. Address Phone Number Optional. The customer's address. Optional. A phone number for this customer. 800 Phone Number Optional. A toll-free number for this customer. Fax Number Contact Name Contact Phone Number Optional. A fax number for this customer. Optional. The name of the primary contact for this customer. Optional. The contact person's phone number. Addresses Tab Use this tab to enter one or more addresses for the customer. Only one address may be designated as the primary address. Address Type Address Name Address 1 Addresses tab definitions: Optional. The type of address (default choices are 'Alternate or 'Primary,). Existing address types may be retrieved from the list or from the lookup. Required. The customer name associated with the address. Required. The customer's street address. IU KFS Accounts Receivable documentation Page 4 of 5 6/29/2015

5 Address 2 City State Postal Code International Province International Postal Code Country Address Address End Date Optional. The second line of the address for this customer. Required. The city for this customer address. Required if the address is a U.S. address. The state for this customer address. Existing state abbreviations may be retrieved from the list. Optional. The postal zip code for this customer address. Optional. The name of a province for a customer address outside of the United States such as in Canada. Optional. The applicable postal code for a customer address outside of the United States. Required. The country for the customer address. Existing counties may be retrieved from the list or from the lookup. Optional. An address associated with this address for the customer. Optional. The date on which this address will no longer be valid. Enter a date or use the calendar to find it. After entering appropriate information, click add to add this address. The system displays the new address and displays fields in which you may enter another address if desired. Once you are done editing the customer or adding an address, click submit. IU KFS Accounts Receivable documentation Page 5 of 5 6/29/2015