Visma.net ERP

Customer list (AR40101S)

This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.

The window toolbar

Button	Description
View customer	Opens the Customers (AR303000) window so that you can view the customer account.

The top part

Element	Description
Customer class	The class to which the customer is assigned. Once you select the customer class (which is required), the system fills in various elements in this window automatically with the values specified for the specified class; you can, however, change these values.
Status	The status of the customer account. You can select one of the following options: Active: The account is in use, and the customer is displayed on all selection lists. On hold: This account is not completed; editing or additional information is needed. Credit hold: Because some payments haven't been received, invoices may not be entered for the customer account. Inactive: The account is not available for selection. One time: The account is marked as a one-time customer.
Country	The customer's country.
AutoInvoice validation (B2B)	When this is checked, the AutoInvoice validation is in used on the customer class.
AutoInvoice validation (B2C)	When this is checked, the AutoInvoice validation is in used on the customer class.

The table

Column	Description
Customer ID	The ID of the customer account, which is defined by the BIZACCT segmented key or by the CUSTOMER segmented key (which inherits its structure from the BIZACCT key). When you are creating a new customer, you must specify an ID. Note: You can later change the customer ID by selecting Change ID from the Actions menu in the toolbar.
Customer name	The name of the customer to be displayed in the system, which may be a trade name or a doing-business-as (DBA) name.
Address 1	The first line of the customer's address.
Postcode	The customer's postcode.
City	The customer's city.
Country	The customer's country.
Corporate ID	The customers company ID, associated with the location.
Attention	The attention line as it is used in your company's business letters, which would be used to direct the letter to the proper person if the letter is not addressed to any specific person. The attention line may contain something like Purchase orders department or To whom it may concern.
Phone 1	The default phone number of the customer.
Email	The email address of the customer as a business entity.
Last sale	The date when the last sale has been made to the customer.
Status	The status of the customer. Accordant with the status selected in the top part of the window.
Customer class	The class to which the customer is assigned. Once you select the customer class (which is required), the system fills in various elements in this window automatically with the values specified for the specified class; you can, however, change these values.
Print dunning letters	A check box that, if selected, indicates that dunning letters can be printed in the Print/release dunning letters (AR522000) window. The default value of the setting is provided by the customer class. This field is available only if the Dunning letter management functionality is enabled in the Enable/disable functionalities (CS100000) window.
Print invoices	A check box that, if selected, indicates that invoices can be printed in theSend invoices (AR508000) window. The default value of the setting is provided by the customer class.
Send dunning letters by email	A check box that, if selected, indicates that you can send dunning letters by email by using the Print/release dunning letters (AR522000) window. The default value of the setting is provided by the customer class. This field is available only if the Dunning letter management functionality is enabled in the Enable/disable functionalities (CS100000) window.
Send invoices to AutoInvoice	When this check box is selected, the invoice will be sent to AutoInvoice.
Send statement by email	A check box that, if selected, indicates that statements can be sent by email to customers of the class in the Print statements (AR503500) window. The default value of the setting is provided by the customer class.
Terms
VAT registration ID	The customer's taxpayer ID associated with the location.
VAT zone	The VAT zone of the customer's default location. If a customer has been converted from a prospect account or extended from a supplier account, the customer's VAT zone is by default set to the VAT zone (if any) specified for the original account. You can override the default value.