Customer classes (AR201000)

Search line in list window

If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view.

There are two types of search fields:

White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or % and get different results:
- space: the result contains the words in any order,
- %: the result contains the words in the specific order, and the % functions as a wildcard as well.
Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.

The window toolbar

The window toolbar includes standard and window-specific buttons. The window-specific buttons are listed below.

Button	Description
Apply restriction settings to all customers	Updates the security settings for all customers of the class. If you have changed the default restriction group for the selected customer class (on the General settings tab of this window, Default general settings section), clicking this action will include all customers of the class in the specified group and exclude them from the group previously specified as the default one.

The top part

In this area, you can select a class by its identifier and view its information, or you can specify the summary information for a class you are creating.

Element	Description
Class ID	The unique identifier of the class. You can use an alphanumeric string of up to 10 characters.
Description	A detailed description of the customer class. This field supports the multi-language functionality, where you can translate the entered text to multiple languages. For more information, see:About multi-language support

The General information tab

This tab is used to store general settings for the customer class. You can specify as few or as many default settings as you'd like.

Changes to class settings will not affect existing records of customers of the class; however, when you create a customer account by using the Customers (AR303000) window and fill in the Customer class field, the new customer gets the most up-to-date class settings.

The Default general settings section

Element	Description
Country	The country of customers of the class.
VAT zone ID	The default VAT zone for customers of the class.
Require VAT zone	A check box that means (if selected) that the VAT zone value is required for customers of the class. If the check box is cleared, the VAT zone is optional for these customers.
Default location ID from branch	A check box that indicates (if selected) that the identifier of the branch the user is currently signed in to is used by default as the identifier of the customer's main location instead of the MAIN (default). This field is available only when the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.
Default restriction group	The restriction group to which newly created customers of the class are assigned by default. To assign existing customers of the class to the default group, click Apply restriction settings to all suppliers in the toolbar.
Salesperson ID	The salesperson to make sales to customers of the class.
Export type	The export type defined for the customer class. See also: About export types.
Document language	The language of the documents to be printed to the customers of the class.
Currency ID	The default currency, by its ID, that is used in operations with customers of this class.
Enable currency override	A check box that indicates (if selected) that the currency may be overridden in operations with customers of the class; that is, you can select a currency other than the default currency for individual documents.
Currency rate type	The default currency rate type used in operations with customers of this class.
Enable rate override	A check box that means (if selected) that users may override the currency rate type in operations with customers of the class, selecting a currency rate type other than the default one for individual documents
Group/document discount limit (%)	The maximum percentage of group-level and document-level discounts allowed per document for customers of this class. This value will be used for validation of discounts in sales orders and invoices. If for an order or invoice, the percentage of the total discount exceeds the specified limit, the system will display a warning on the Discount details tab of the appropriate window. The percentage of the total discount for a document is calculated as follows: the total of the Discount amt. column (on the Discount details tab) divided by the value of the Detail total field in the top part of the appropriate window.
Price class ID	The identifier of the price class.

The Default delivery settings section

Element	Description
Ship via	The carrier whose service will be used by default for customers of the class.
Shipping terms	The shipping terms to be assigned by default to customers of the class.
Shipping rule	The way shipments for orders should be created by default for a customer of this class. Select one of the following options: Ship only when complete: The shipment can be created only if all the goods on the order are available for shipping. Back orders allowed: If the quantity of the goods is not sufficient for order fulfillment, or some of the line items are not currently available, a back order should be created. Cancel remainder: The shipment is created for any quantity of the items, and the remainder on the order is cancelled.
Warning when missing VAT registration ID	When this check box is selected, the system displays a warning when VAT registration ID is missing on the item.
Warning when missing corporate ID	When this check box is selected, the system displays a warning when corporate ID is missing on the order.

The Default credit verification settings section

Element	Description
Credit verification	The credit verification rule for customers of the class. The following options are available: Days past due: Defines the credit period as a certain number of days past the due date of the invoice. The number of days is specified as the Credit days past due in this section. Credit limit: Does not allow the customer to exceed the credit limit amount (the Credit limit in this section). Limit and days past due: Causes both rules to be applied: The customer's debt should not exceed the credit limit, and the payment date should not exceed the due date of an invoice by more days than Credit days past due specifies. Disabled: Uses no credit verification in relations with customers of the class.
Credit limit	The credit limit amount for customers of the class if the Credit limit or Limit and days past due option is selected in the Credit verification field.
Amount over limit	The maximum amount allowed over the credit limit for customers of the class.
Credit days past due	The duration of the credit period. This value is used if the Days past due or Limit and days past due option is selected in the Credit verification field.

The Default financial and payment settings section

Element	Description
Terms	The default payment terms of the customer class; terms are defined in the Payment terms (CS206500) window.
Statement cycle ID	The default statement cycle to be used for customers of this class.
Payment method	The payment method used by default in relations with these customers.
Apply payments automatically	A check box that indicates (if selected) that payment application may be performed automatically for customers of the class.
Apply overdue charges	A check box that indicates (if selected) that overdue charges can be applied to these customers. This check box is available if the Overdue charges functionality is enabled in theEnable/disable functionalities (CS100000) window.
Overdue charge ID	The overdue charge to be applied for customers of this class. The option is available if the Overdue charges functionality has been enabled in the Enable/disable functionalities (CS100000) window.
Enable write-offs	A check box that indicates (if selected) that balance and credit write-offs are allowed for customers of this class.
Write-off limit	The maximum value that may be written off for customers of the class. All balances and credits that are less than this value may be written off. This field is available only if the Enable write-offs check box is selected.

The Default customer properties section

Element	Description
Webhook notification	The check box you select to enable Webhook notifications for the customer class.

The Default print and email settings section

Element	Description
Print invoices	A check box that indicates (if selected) that invoices can be printed in the Send invoices (AR508000) window.
Send invoices by email	A check box that indicates (if selected) that invoices can be sent by email to customers of the class by using the Send invoices (AR508000) window.
Print dunning letters	A check box that indicates (if selected) that dunning letters can be printed for sending to customers of the class by using the Print/release dunning letters (AR522000) window. This field is available only if the Dunning letter management functionality is enabled in theEnable/disable functionalities (CS100000) window.
Send dunning letters by email	A check box that indicates (if selected) that dunning letters canbe sent by email to customers of the class by using the Print/release dunning letters (AR522000) window. This field is available only if the Dunning letter management functionality is enabled in the Enable/disable functionalities (CS100000) window.
Print statements	A check box that indicates (if selected) that statements can be printed for sending to customers of the class in the Print statements (AR503500)window.
Send statements by email	A check box that indicates (if selected) that statements can be sent by email to customers of the class by using the Print statements (AR503500) window.
Multi-currency statements	A check box that indicates (if selected) that statements will be printed or sent by email in multi-currency format for customers of the class.
Statement type	The statement type used by default in relations with customers of the class: Open item: A statement includes all open items for the customer. Balance brought forward: The amount outstanding from the previous statement is shown at the beginning of the statement.

The Send AutoInvoice Route section

Element	Description
Send invoices to AutoInvoice	Select this check box if you are using AutoInvoice and want to send invoices directly to this service.
Send invoices to AutoInvoice as banking e-Invoice (Norway)	A check box that, if selected, indicates that you can send invoices to AutoInvoice as banking e-invoices. This applies to Norway only.
Print	When this check box is selected, a new element is added into the outgoing invoice called MediaType that will be populated with the Print value. The customer language is also retrieved from the Customers (AR303000) window from the Document language field. This is used in Sweden when the printing service is activated. This check box is only visible when you have not enabled PEPPOL invoice in the Customer ledger preferences (AR101000). You can only select this check box if you select the Send invoices to AutoInvoice check box.
Exclude invoice PDF	When selected, this enables the possibility to not generate and imbed invoice PDF while sending electronic invoices via the PEPPOL BIS invoice format. This check box is only visible when you have enabled PEPPOL invoice in the in the Customer ledger preferences (AR101000). You can only select this check box if you select the Send invoices to AutoInvoice or Send invoices to AutoInvoice as banking e-Invoice (Norway) check box.
Use the first AutoInvoice attachment to view invoice	When this check box is selected, the first attachment marked to be sent to AutoInvoice will be the visible invoice for the receiver. This only applies if an attachment exists on the invoice, else the pure XML will be used to generate a readable version of the invoice for the receiver. This check box is only visible when you have enabled PEPPOL invoice in the in the Customer ledger preferences (AR101000). You can only select this check box if you select the Send invoices to AutoInvoice or Send invoices to AutoInvoice as banking e-Invoice (Norway) check box and the Exclude invoice PDF check box.

The General ledger accounts tab

This tab holds the default general ledger accounts and corresponding subaccounts of customers of the class.

Element	Description
Customer ledger account	The asset account that stores the balance of the customers of this class.
Customer ledger sub.	The subaccount for the asset account that stores the balance of the transactions related to customers of this class.
Cash discount account	The expense account used to record cash discount amounts received by customers of this class.
Cash discount sub.	The subaccount used with the expense account to record the discount amounts received by customers of this class.
Sales account	The income account used to record sales made to the customers of this class.
Sales - non-taxable account	The non-taxable sales account used to record sales made to the customers of this class.
Sales - EU account	The EU sales account used to record sales made to the customers of this class.
Sales - export account	The export sales account used to record sales made to the customers of this class.
Sales sub.	The subaccount used to record sales made to customers of the class.
Discount account	The expense account used to record trade discount amounts received by customers of this class. This field is available only if the Customer and supplier discounts functionality is enabled in theEnable/disable functionalities (CS100000) window.
Discount sub.	The subaccount used with the expense account to record the discount amounts received by customers of this class. This field is available only if the Customer and supplier discounts functionality is enabled in theEnable/disable functionalities (CS100000)window.
Prepayment account	The account to record prepayments received from customers of the class.
Prepayment sub.	The corresponding subaccount.
Freight account	The income account used to record the freight charges for shipping the goods to customers of this class.
Freight sub.	The subaccount used with the income account to record the freight charges for shipping the goods to customers of this class.
Unrealised gain account	The account to record unrealised gains calculated on transactions with customers of this class. If no account is selected in this column, the account specified in the Currencies (CM202000) window will be used.
Unrealised gain sub.	The corresponding subaccount to record unrealised gains on transactions with customers of this class. If no subaccount is selected in this column, a subaccount will be generated according to the rule specified in the Combine gain/loss sub.from field in the Currency management preferences (CM101000) window.
Unrealised loss account	The account to record unrealised losses calculated on transactions with customers of this class. If no account is selected in this column, the account specified in the Currencies (CM202000) window will be used.
Unrealised loss sub.	The corresponding subaccount to record unrealised losses on transactions with customers of this class. If no subaccount is selected in this column, the subaccount will be generated according to the rule specified in the Combine gain/loss sub. from field in the Currency management preferences (CM101000) window.

The Attributes tab

This tab contains the list of customer attributes associated with the class.
You can select an attribute from the list of attributes defined in your system.
To add a new attribute, use the Attributes (CS205000) window.

The table toolbar includes only standard buttons.

Element	Description
Attribute ID	The name of the attribute, which serves as its identifier. An alphanumeric string of up to 10 characters may be used.
Description	A detailed description of the attribute. Use an alphanumeric string of up to 50 characters.
Sort order	A number that represents the order of the attribute for sorting in reports.
Required	A check box that indicates (if selected) that the attribute value is required for all customers of the class.
Internal	A check box that indicates (if selected) that the attribute is not available for portal users.
Control type	The type of control for the attribute: Text,Combo, Multi select combo, Lookup, Check field, or Date/time.
Default value	The default value of the attribute.

The Mailing settings tab

The Mailing settings tab contains the list of the predefined mailings for customers of the class.
Mailings are used to send electronic versions of documents(by email) to customers and company employees overseeing operations with customers of the class.
The mailing settings specified here will be used as default values for mailings configured for particular customers.
You can select mailings for the customer class from the list of predefined mailings available in the Customer ledger preferences (AR101000) window and in the Sales order preferences (SO101000) window (if the Inventory module is enabled in the system).

The Mailing settings tab provides default values for mailings to be configured for particular customers.
Emails for active mailings will be generated and sent to customer contacts and company employees when a user invokes the action specific to the mailing on appropriate processing forms. Such emails can contain customer statements, invoices, or dunning letters in any of the available formats.

The tab includes the Mailings table, with the list of mailings, and the Recipients table, with the list of recipients.
In the Recipients table, you can specify default types of customer contacts, not particular contacts. Only employees of your company can be specified as email recipients at the customer class level.

The Mailings table

By using this table you can view and modify the list of mailings to be available by default for customers of the class. The settings here are used as follows:

To provide default values for mailing settings for customers of the class,
To specify the mailings to be used to inform employees of your company, if needed, about changes in the documents of customers of this class.

Element	Description
Mailing ID	The unique identifier of this mailing.
Branch	The branch for which this mailing is defined.
Email account	The system email account to be used by default for sending emails for this mailing to customers of the class. If no account is specified, the default system account will be used.
Report	The customer ledger report to be used by default as the email body for the mailing, if this mailing uses a report rather than a mailing template.
Notification template	The email template to be used for generating personalised emails for this mailing, if a template is used. For each mailing, you can specify either a report or an email template. By default, a notification template specified in the Notification template column on the Mailing settings tab of theCustomer ledger preferences (AR101000) window is inserted in this column (if any).
Format	The format in which the report, if a report is used, will be sent by default if a recipient has no preferences. Select one of the following options: HTML, Excel, orPDF.
Active	A check box that indicates (if selected) that this mailing is active. Emails will be sent for only active mailings.

The Recipients table

Use the Recipients table to view and modify the list of default recipients for mailings.
This list is used primarily to provide default contact types for the customer class; if necessary, you can also specify an employee of your company to receive electronic copies of documents of customers of this class.

Element	Description
Contact type	The type of contact to receive the mailing: Primary: The contact specified as the customer's primary contact Invoicing: The contact specified as the customer's remittance contact Shipping: The contact specified as the customer's shipping contact Employee: The employee of your company who handles the documents of customers of the class or is otherwise associated with the customers
Contact ID	The particular recipient of the selected type. A recipient can be specified only if Employee has been specified in the Contact type column. This employee will by default receive emails with documents of all customers of the class.
Format	The format in which the document (formatted according to the selected report if applicable) will be sent for recipients of this type by default. Select one of the following options:HTML, Excel, or PDF.
Active	A check box that indicates (if selected) that this contact or contact type is active. Only active recipients will receive emails for the mailing.
Bcc	A check box that indicates (if selected) that the contacts of this type will by default receive blind carbon copies (Bcc) of the emails for this mailing.