Customers (AR303000)

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.

What to do from this window

The window toolbar

Button	Description
View on map	A button you can click to view the customer's location on a map.
Actions	Provides the following menu commands, which you can click to invoke actions: View supplier: Opens the Suppliers (AP303000) window so that you can view this customer's supplier account if this customer has a supplier account too. New invoice: Navigates to the Sales invoices (AR301000) window so that you can create a new invoice. View business account: This window is currently not in use. New payment: Navigates to the Customer payments (AR302000) window, which you can use to define a new payment for the customer. Write-off balance: Navigates to the Write-off balances and credits (AR505000) window. New sales order: Navigates to the Sales orders (SO301000) window so that you can create a new sales order for this customer. Add location: Opens the Customer locations (CR303010) window, so that you can add a new location for the customer or edit the existing locations. Add contact: Opens the Contacts (CR302000) window, so that you can add a new contact person for the customer or edit the existing contacts. Add payment method: Opens the Customer payment methods (AR303010) window, so that you can add a new payment method for the customer or edit existing payment methods. Extend to supplier: Opens the Suppliers (AP303000) window, so that you can define this customer as a supplier and add supplier-specific information. View restriction groups: Navigates to the Restriction groups by customer (AR102010) window, which you can use to view the restriction groups this customer is a member of. Generate statement on demand: This action is currently not in use. Regenerate last statement: Initiates the regeneration and preparation of the customer's most recent statement. Change ID: Gives you the ability to change the ID of the currently selected customer.
Inquiries	Provides the following menu commands, which you can click for quick access to inquiry windows: Sales prices: Navigates to the Sales prices (AR202000) window, where you can view or edit sales prices for the selected customer. Customer details: Navigates to the Customer details (AR402000) window, where you can view detailed information on the customer balance. Customer statement history: Navigates to the Customer statement history (AR404600) window, where you can view the statement history for the selected customer and drill down to the details of each statement. Sales by item and customer: Navigates to the Sales by item and customer (AR40103S) window, where you can view detailed information about sales by item and customer.
Reports	Provides the following menu commands, which you can click for quick access to reports: Customer statement: Depending on the value of the Multi-currency statements check box for this customer, does one of the following: Not selected: Navigates to the Customer statement report generated for the selected customer. Selected: Navigates to the Customer statement multi-currency report generated for the selected customer. Balance by customer: Navigates to the Balance by customer (AR632500) report. Customer history: Navigates to the Customer history (AR652000) report. Aged past due: Navigates to the Aged past due (AR631000) report. Aged outstanding: Navigates to the Aged outstanding (AR631500) report. Customer documents: Navigates to the Customer documents (AR621500) report. Customer details: Navigates to the Customer details (AR402000) report.

The top part

By using the elements in the top part, you can create a new customer account or select an existing account for editing.

Element	Description
Customer no.	The number 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. You can later change the customer number by selecting Change ID from the Actions menu in the toolbar.
Customer name	The name of the customer to appear in the system, which may be a trade name or a doing-business-as (DBA) name.
Status	The status of the customer account. You can select one of the following options: Active: The account is in use, and the customer appears 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.
Balance	The total balance of all open documents of the customer including the total balance of prepayments. This read-only field appears only if you select an existing customer.
Prepayment balance	The total amount of unapplied prepayments calculated for the customer. This read-only field appears only if you select an existing customer.
Consolidated balance	The total balance of the parent customer account, including balances of its child accounts for which the Consolidate balance check box is selected in the Invoicing settings tab of this window. The amount includes the balances of all open documents and prepayments. The field is available if the Parent-child customer relationship functionality is enabled in the Enable/disable functionalities (CS100000) window, and is only visible in the top part of the parent customer account.
Retained balance	This field is not in use for the customer ledger.

The General information tab

You can use this tab to enter the main contact information of the customer's company, as well as the payment terms and the credit verification rule applied to the customer.
If you are defining a new customer, you should first specify its customer class on this tab; once you do, various elements in the window will be filled with the class settings.

The Main address section

Element	Description
Address 1	The first line of the customer's address.
Address 2	The second line of the address.
Address 3	The third line of the address.
Postcode	The customer's postcode. You can set up an input validation rule for the country's postcodes in the Countries/counties/postcodes (CS20400S) window.
City	The customer's city.
Country	The customer's country.
County	The customer's county or province.
View on map	A button you can click to view the customer's location on a map.

The Main contact section

Element	Description
Company name	The legal business name of the customer to appear on the documents.
Attention	The attention line as it is used in your company's business letters. This line will be used to direct the letter to the proper person or department.
Email	The email address of the customer as a business entity.
Web	The customer's website address.
Phone 1	The default phone number of the customer.
Phone 2	An additional phone number of the customer.
Fax	The fax number of the customer.
Account ref.	Your company's account number in the customer's system.

The Financial settings section

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.
Terms	The type of payment terms used in operations with the customer. You define payment terms in the Payment terms (CS206500) window.
Statement cycle ID	The default statement cycle to be used for the customer.
Document language	The language in which the documents of the customer will be created. This field is also used when using the multi-language functionality. For more information, see: About multi-language support.
Apply payments automatically	A check box that indicates (if selected) that payments should be applied automatically to the customer's documents.
Apply overdue charges	A check box that indicates (if selected) that you may apply overdue charges to this customer. The overdue charges will be applied to the documents created after you have selected this check box. That is, the system will calculate the overdue charges for the newly created invoices only. The overdue charges will not be calculated for the invoices created earlier than you have selected this check box. To set up the system to calculate the overdue charges for a document created earlier than you have selected this check box, you can select the Apply overdue charge check box for the document on the Financial details tab of the Sales invoices (AR301000) window. The option is available if the Overdue charges functionality is 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.
Exclude EC sales list	Select this check box if you want this customer to be excluded from the EC sales list (AR40501S).
Write-off limit	The maximum value that may be written off during each application line. Balances and credits that are less than this value may be written off.
Currency ID	The currency used in operations with the customer, which you can select from the list of currencies defined in the system.
Enable currency override	A check box that indicates (if selected) that users may override the currency specified as the default for the customer.
Currency rate type	The currency rate type used for the customer.
Enable rate override	A check box that indicates (if selected) that users may override the currency rate specified as the default for the customer.
Auto load documents	Select how documents for this customer will be automatically loaded in the Process bank transactions (CA306000) window for matching. The following options are available: Use Cash management settings: To use the setting for automatic loading of documents that is set in the Cash management preferences (CA101000) window, the Bank statement settings tab. This is the default. First exact doc. amount, then all documents: All documents will be automatically loaded after the ones with exact matching document amounts have been loaded. Document with exact amount: The system searches the documents that have the exact matching amount with the transactions and loads only them. Disabled: Automatic loading is not in use.

The Customer properties section

Element	Description
Webhook notification	When this check box is selected and saved for a customer, you will be notified regarding changes. The Webhook notifications tab appears when you select the specific customer. More information about webhooks, see: About Webhooks.

Element

Description

Webhook notification

When this check box is selected and saved for a customer, you will be notified regarding changes.
The Webhook notifications tab appears when you select the specific customer.

More information about webhooks, see: About Webhooks.

The Credit verification rules section

Element	Description
Credit verification	The credit rule applied to this customer. The following options are available: Days past due: Specifies that payment should not exceed the due date of the invoice beyond the credit period (which is a certain number of days past due). This credit period is specified as the Credit days past due. Credit limit: Doesn't allow this customer to exceed its credit limit, which is specified in the Credit limit field. Limit and days past due: Applies both rules to the customer debt: It should not exceed the credit limit, and the payment date should not exceed the due date of an invoice by more days than the credit period. Disabled: Uses no credit verification in relations with this customer.
Credit limit	The amount, if applicable, that serves as a credit limit for the customer. If the selected customer account is involved in the parent-child relationship, the field displays the credit limit of the group (parent account and its child accounts).
Credit days past due	The maximum number of days by which the customer payment may exceed the invoice date. This value is used if the Days past due or Limit and days past due option is selected in the Credit verification field.
Unreleased balance	The balance of unreleased documents. If the selected customer account is a parent account, the field displays the total balance of unreleased documents of the parent account and of its child accounts. For the child accounts the field displays individual balance.
Balance of open orders	The total balance of customer’s open orders, which is the sum of uninvoiced amounts of all orders to the customer except the orders that are assigned the On hold status. If the selected customer account is a parent account, the field displays the total balance of open orders of the parent account and of its child accounts. For a child account the field displays individual balance.
Remaining credit limit	The credit limit that is not used regarding the current balance. If the selected customer account is in a parent-child relationship, the field displays the remaining credit limit that applies to new sales orders and invoices of the parent account and its child accounts.
First due date	The due date of the earliest open invoice, if either Days past due or Limit and days past due option is selected in the Credit verification field, otherwise the value is not displayed. If the selected customer account is a parent account, the field displays the due date of the earliest open invoice among all the open invoices associated with a parent account of its child accounts. For a child account the field displays the due date of the earliest open invoice associated with this account.

The Invoicing settings tab

This tab is used to store the customer's default payment information and the invoicing address.

The Invoice address section

Element	Description
Same as main	A check box that indicates (if selected) that the invoicing address is the same as the main address. If you select this check box, the elements below are populated with the main contact information. If the check box is cleared, you can enter different information.
Address 1	The first line of the invoicing address.
Address 2	The second line of the invoicing address.
Address 3	The third line of the invoicing address.
Postcode	The postcode. An input mask for the postcode can be set in the Countries/counties/postcodes (CS20400S) window.
City	The customer's city.
Country	The customer's country.
County	The county or province of the customer.
View on map	A button you can click to view the location on a map.

The Invoice contact section

Element	Description
Same as main	A check box that indicates (if selected) that the invoicing contact information is the same as the main information, and the elements below will be populated by the main address information specified on the General settings tab.
Company name	The name of the customer's department as it should appear on the invoicing documents, if it is different from the customer name.
Attention	The attention line as it is used in your company's business letters. This line will be used to direct the letter to the proper person or department.
Phone 1	The remittance contact person's phone number.
Phone 2	An additional phone number for the contact person, in case there are invoicing questions.
Fax	The fax number of the contact person.
Email	The contact person's email address.
Web	The customer's invoicing-related web page.

The Parent info section

This section is available if the Parent-child customer relationship functionality is enabled in the Enable/disable functionalities (CS100000) window.

Element	Description
Parent account	The parent account of the currently selected customer account. The availability of this field and the list of accounts that can be selected here depend on whether the Consolidate balance and Consolidate statements check boxes are selected for the selected customer account. If both check boxes are cleared, the field is always available and a business account of any type can be specified as the parent account. If at least one of the check boxes is selected, a business account of the Customer or Customer and supplier type should be specified as the parent account of the selected customer account. This field is disabled if the displayed customer account has child accounts (because an account cannot be both a child and a parent). For details, see: About setting up parent-child relationships.
Consolidate balance	A check box that indicates, if selected for a child account, that the balances of child accounts are included in the parent balance; in this case, the consolidated balance is shown in the Consolidated balance field in the top part of the corresponding parent account. You can apply the payments and credit notes of the parent account to the documents of this child account. In addition, you can select the Share credit policy check box to apply the credit policy configured for the parent account to the new sales orders and invoices of its child accounts. The check box value set for a parent account provides the default value of the check box for its child accounts. If you change the value for a parent account, the system will prompt you to change the value for all child accounts. For details, see: About balance consolidation.
Consolidate statements	A check box that indicates, if selected for a child account, that documents of the child accounts are included in the statements generated for the parent account. The check box value set for a parent account provides the default value of the check box for its child accounts. If you change the value for a parent account, the system will prompt you to change the value for all child accounts. For details, see: About credit policy application.
Shared credit policy	A check box that indicates, if selected for a child account, that the credit policy (a combination of the credit verification rules and credit limit) defined for its parent account will be applied to the new sales orders and invoices of the child account. The check box becomes available for selection, if the Consolidate balance check box has been selected for this account. The check box value set for a parent account provides the default value of the check box for its child accounts. If you change the value for a parent account, the system will prompt you to change the value for all child accounts. For details, see: About credit policy application.

The Print and email settings section

Element	Description
Print invoices	A check box that, if selected, indicates that invoices can be printed in the Send invoices (AR508000) window. The default value of the setting is provided by the customer class.
Send invoices by email	A check box that, if selected, indicates that you can send invoices by email by using the Send 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.
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.
Send statements by email	A check box that, if selected, indicates that statements can be sent by email to the customer in the Print statements (AR503500) window. The default value of the setting is provided by the customer class.
Multi-currency statements	A check box that indicates (if selected) that this customer's statements must be printed in multi-currency format. If the check box is cleared, the system will print statements for the customer in the base-currency format. The check box is displayed if the Multi-currency accounting functionality is enabled in your system.
Print statements	A check box that, if selected, indicates that statements can be printed in the Print statements (AR503500) window. The default value of the setting is provided by the customer class.
Statement type	The statement type used by default in relations with the customer, which can be one of the following: Open item: The 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 Document language field in the General information tab. 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 setting is only visible when you have enabled PEPPOL invoice 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 selected, the system opens the first document attached to AutoInvoice. This way, you save time by not having to check the attachments manually. 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 Default payment method section

Element	Description
Default payment method	The default payment method used for the customer.
Cash account	The cash account to be used for the default payment method.
Description	The identifier or description of the customer’s default payment method.
Account used for payment	The type of the account used for payments, such as Domestic payment.

The Payment method details table

This section holds the details of the payment method used by the customer if such details have been configured in the Payment methods (CA204000) window.

Element	Description
Description	The name of a user-defined column configured to contain a detail of the payment method.
Value	The value of this payment method detail.

The Delivery settings tab

This tab contains information required for delivering goods and services to the customer.

The Shipping address section

Element	Description
Same as main	A check box that indicates (if selected) that the delivery address is the same as the customer's main address. If you select this check box, the elements below are populated with the main contact information specified on the General settings tab. If the check box is not selected, you can change the delivery address.
Address 1	The first line of the delivery address.
Address 2	The second line of the delivery address.
Address 3	The third line of the delivery address.
Postcode	The customer's postal code. If an input mask is set for the country postal codes, provide a valid code that matches the input mask.
City	The customer's delivery location city.
Country	The customer's country. By default, it is the country of your company.
County	The customer's county or province.
View on map	A button you can click to view the customer location on the map.

The Shipping contact section

This tab contains information required for delivering goods and services to the customer.

Element	Description
Same as main	A check box that indicates (if selected) that the customer's main information is used as its shipping info, and the elements below display the main company information.
Company name	The business name of the customer's shipping location, if it's different from the customer name.
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.
Email	The email address of the customer's department to be used in case of delivery problems.
Web	The customer's website address.
Phone 1	The default phone number of the customer's receiving department.
Phone 2	An additional phone number of the customer's receiving department.
Fax	The fax number of the customer's receiving department.

The Default location settings section

Element	Description
Location name	A description of the customer 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.
Corporate ID	The customer's company ID, associated with the location.
VAT registration ID	The customer's taxpayer ID associated with the location.
GLN	The global location number. This is an internationally standardised location ID used in electronic data interchange, used by AutoInvoice.
EDI code	An ID for the entire electronic data exchange used by AutoInvoice
Invoice to default location	A check box that you select to indicate that sales invoices and sales order for this customer automatically have the default invoice address and invoice contact. The invoice address and invoice contact can be overridden manually for each sales invoice in the Sales invoices (AR301000) window, the Invoice address tab, and each sales order in the Sales orders (SO301000) window, the Financial settings tab.
Shipping branch	The branch of your company that will be used to ship the goods to the customer.
Price class ID	The price class assigned to the customer. A price class, defined in the Customer price classes (AR208000) window, indicates the price level offered to the customer and can be used as a condition to be met for a discount application.

The Shipping instructions section

Element	Description
Warehouse	The warehouse to issue the goods to the customer. This field appears only if the Warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.
Ship via	The carrier used to ship the goods.
Shipping terms	The shipping terms used for the customer.
Shipping zone ID	The identification of the shipping zone of the customer to be used to calculate freight.
FOB point	The location at which the title for the shipment passes from your company to the customer.
Residential delivery	A check box that you select to indicate that delivery will not be performed to a business.
Saturday delivery	A check box that you select to indicate that this customer allows delivery on Saturdays.
Insurance	A check box that informs a user (if selected) that insurance is required for the order.
Shipping rule	The way the orders should be fulfilled for this customer. You can use one of the following options: Shipping complete: Only completely fulfilled orders are allowed. Back orders allowed: Back orders are allowed for the customer if some items are out of stock. Cancel remainder: Orders should be shipped even if the quantities shipped are less than the quantities specified on the order. If all the requested items are out of stock, the order should be cancelled.
Order priority	The priority of sales orders of this customer. (This setting has no business logic tied to it in the current version and can be used for informational purposes only.)
Lead time (days)	The number of days preceding the due date for the shipping title to reach the customer.

Intrastat

Element	Description
Mode of transportation	Intrastat is the system for collecting information and producing statistics on the trade in goods between countries of the European Union (EU). The mode of transportation denotes how the goods is transported. Available values are: 0 - Unknown 1 - Transport by sea 2 - Transport by rail 3 - Transport by road 4 - Transport by aeroplane 5 - Consignments by post 7 - Fixed transport installations 8 - Transport by inland waterway

Element

Description

Mode of transportation

Intrastat is the system for collecting information and producing statistics on the trade in goods between countries of the European Union (EU).

The mode of transportation denotes how the goods is transported. Available values are:

0 - Unknown

1 - Transport by sea

2 - Transport by rail

3 - Transport by road

4 - Transport by aeroplane

5 - Consignments by post

7 - Fixed transport installations

8 - Transport by inland waterway

The Locations tab

This tab contains a table showing the customer's locations. You can select any location as the default one.

This tab is available only if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.
The MAIN location is always automatically created for the customer when you enter the customer's main address.

Button	Description
Add location	Opens the Customer locations (CR303010) window, so you can enter a new customer location.
Set as default	Selects the Is default check box for the selected location. Only one location can be selected as the default one.

Column	Description
Active	A check box that indicates (if selected) that the location is active. If the check box is cleared, the location will not be available for selection when users create customer documents.
Is default	A check box that indicates (if selected) that the location has been set as the default customer location. You cannot directly select or clear this check box; to make a location the default location, you select the location and click Set as default in the toolbar.
Location ID	The unique ID of the location.
Location name	A descriptive name of the customer's location.
City	The city of the customer's location.
Country	The country of the customer's location.
County	The county or province of the customer's location.
VAT zone	A VAT zone associated with the county.
Price class ID	The price class to be used by default for this customer location.
Sales account	The account selected in the Sales account field in the Customer locations (CR303010) window.
Sales sub.	The corresponding subaccount.
EDI code	An ID for the entire electronic data exchange used by AutoInvoice.
GLN	The global location number. This is an internationally standardised location ID used in electronic data interchange, used by AutoInvoice.

The Payment methods tab

This tab contains the list of payment methods that can be accepted from the customer.
You can select any method as the default one.

Button	Description
Add payment method	Navigates to the Customer payment methods (AR303010) window, so that you can define a new payment method for the customer.
View payment method	Navigates to the Customer payment methods (AR303010) window, so that you can view the details of the customer payment method. Customer payment methods have the Override check box selected.

Column	Description
Is default	A check box that indicates (if selected) that the payment method is the default one for the customer. You select this check box to mark the payment method as the default one for this customer.
Payment method	The payment method ID.
Description	The description of the payment method.
Cash account	The cash account associated with the payment method.
Active	A check box that indicates (if selected) that the payment method is used in the system.
Override	A check box that indicates (if selected) that the payment method is specific to the customer (that is, it was created by using the Customer payment methods (AR303010) window).

The Contacts tab

This tab displays a table showing the customer's contact persons and their information.
To add a new contact, click Add contact.
To view or change the details of a particular contact, click the link in the Name field, which opens the Contacts (CR302000) window for the contact.

Button	Description
Add contact	Opens the Contacts (CR302000) window in a pop-up window so that you can enter a new contact.
Set as default	Selects the Is default check box for the selected contact person. Only one contact can be selected as the default one.

Column	Description
Active	A check box that indicates (if selected) that the contact is active.
Is default	A check box that indicates (if selected) that the contact person is the default one for the customer.
Position	The position the contact person has in his or her company.
Name	The contact person's name. You can click the link in this column to open the Contacts (CR302000) window in a pop-up window.
City	The contact person's city.
Email	The contact person's email address.
Phone 1	The contact person's phone number.

The Salespersons tab

The Salespersons tab contains the list of salespersons associated with the customer's locations.

Column	Description
Salesperson ID	The ID of the salesperson who is assigned to the customer.
Name	The salesperson's name.
Location ID	The customer location associated with the salesperson.
Location name	A descriptive name of the customer location.
Commission %	The commission percent used for the salesperson. The column is available if the Commissions functionality is enabled in the Enable/disable functionalities (CS100000) window.
Default	A check box that indicates (if selected) that this salesperson is the default salesperson for this customer.

The Child accounts tab

This tab contains the list of child customers that belong to a selected parent together with their balance information. This is only visible when selecting a parent customer in the customer field and if the Parent-child customer relationship functionality is enabled in the Enable/disable functionalities (CS100000) window

Column	Description
Customer no.	The number 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. You can later change the customer number by selecting Change ID from the Actions menu in the toolbar.
Customer name	. The name of the customer to appear in the system, which may be a trade name or a doing-business-as (DBA) name.
Balance	The total balance of all open documents of the customer including the total balance of prepayments. This read-only field appears only if you select an existing customer.
Prepayment balance	The total amount of unapplied prepayments calculated for the customer. This read-only field appears only if you select an existing customer.
Unreleased balance	The balance of unreleased documents. If the selected customer account is a parent account, the field displays the total balance of unreleased documents of the parent account and of its child accounts. For the child accounts the field displays individual balance.
Balance of open orders	The total balance of customer’s open orders, which is the sum of uninvoiced amounts of all orders to the customer except the orders that are assigned the On hold status. If the selected customer account is a parent account, the field displays the total balance of open orders of the parent account and of its child accounts. For a child account the field displays individual balance.
First due date	The due date of the earliest open invoice, if either Days past due or Limit and days past due option is selected in the Credit verification field, otherwise the value is not displayed. If the selected customer account is a parent account, the field displays the due date of the earliest open invoice among all the open invoices associated with a parent account of its child accounts. For a child account the field displays the due date of the earliest open invoice associated with this account.
Consolidate balance	The total balance of the parent customer account, including balances of its child accounts for which the Consolidate balance check box is selected in the Invoicing settings tab of this window. The amount includes the balances of all open documents and prepayments. The field is available if the Parent-child customer relationship functionality is enabled in the Enable/disable functionalities (CS100000) window, and is only visible in the top part of the parent customer account.
Consolidate statement	A check box that indicates, if selected for a child account, that documents of the child accounts are included in the statements generated for the parent account. The check box value set for a parent account provides the default value of the check box for its child accounts. If you change the value for a parent account, the system will prompt you to change the value for all child accounts. For details, see: About credit policy application.
Share credit policy	A check box that indicated, if selected that the credit policy configured for the parent account applies to the new sales orders and invoices of its child accounts.
Statement cycle	The default statement cycle to be used for the customer.

The Attributes tab

This tab contains the list of customer attributes defined in the associated customer class.
Attributes defined in the business account class or supplier class to which the related business account or supplier (if any) belongs may also be listed on this tab.
You specify the value of the attributes from the list, if required.

Column	Description
Attribute	The description of the attribute.
Required	A check box that indicates (if selected) that specifying the attribute value is required.
Value	The value of the attribute.

The Activities tab

This tab has a table with the list of activities associated with the customer.
You use this tab to associate particular tasks, events, and other activities with the customer.

Button	Description
Add task	Opens the Task (CR306020) window so you can create a new task.
Add event	Opens the Event (CR306030) window so you can create a new event.
Add email	Opens the Send (CR306015) window so you can send an email to the customer.
Add activity	Contains a menu with options that correspond to the list of available activity types. By clicking on a menu option, you open the Activity (CR306010) window, which you use to create an activity of the corresponding type.

Column	Description
Type	The type of the activity.
Summary	The description provided for the activity.
Status	The status of the activity.
Start date	The start date and time of the activity.
Created at	The date and time when the activity was created.
Time spent	The total time spent on the activity.
Work group	The work group the activity is assigned to (if any).
Owner	The username of the user to whom the activity is assigned.
Related entity description	The entity that this activity is associated with.
Created by	The user who has created the activity.
Project	The project with which the activity is associated, or the code indicating that this activity is not associated with any project; the non-project code is specified in the Project accounting preferences (PM101000) window. This field appears if the Customer ledger workspace has been integrated with the Projects module in the Project accounting preferences (PM101000) window.
Project task	The task in the project with which the activity is associated. This field appears if the Customer ledger workspace has been integrated with the Projects module in the Project accounting preferences (PM101000) window.
Released	A check box that indicates whether or not the activity is released.

The General ledger accounts tab

This tab shows the default general ledger accounts for this customer.
For a new customer, the accounts and subaccounts initially displayed on this tab are, by default, those specified for the customer class you have selected on the General information tab; however, you can select other accounts and subaccounts.

Element	Description
Customer ledger account	The asset account that stores the balance of the transactions related to the customer.
Customer ledger sub.	The subaccount used for the customer.
Sales account	The income account used to record sales made to the customer. By default, it is the account specified for the customer class. You must specify this account.
Sales non-taxable account	The account for non-taxable sales.
Sales - EU account	The account for sales within the European Union.
Sales - export account	The account for export sales.
Sales sub.	The subaccount used to record the sales made to the customer. You must specify the subaccount.
Discount account	The expense account used to record discount amounts received by the customer. You must specify the account if you plan to use configurable discounts. This field is available only if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window. For details, see: Manage discounts.
Discount sub.	The subaccount (if any) used with the expense account to record the discount amounts received by the customer. You must specify this subaccount if you plan to use configurable discounts. This field is available only if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.
Freight account	The income account used to record the freight charges for delivering goods to the customer.
Freight sub.	The corresponding subaccount used to record freight charges applied for delivering the goods to the customer.
Cash discount account	The expense account used to record cash discount amounts received by the customer due to its payment terms. You must specify the account.
Cash discount sub.	The subaccount used with the expense account to record the discount amounts received by the customer due to its payment terms. You must specify this subaccount.
Prepayment account	The asset account to accumulate prepayments to the customer.
Prepayment sub.	The subaccount used with the prepayment account to record the prepayment amounts sent to the customer.

The Mailing settings tab

The Mailing settings tab displays the mailings that can be used for the customer.
Mailings are used to set up the sending of electronic versions of specific documents to the customer contacts and company employees that are specified as recipients for the customers. For example, emails for the INVOICE mailing are sent when a user clicks Email invoice in the Sales invoices (AR301000) window toolbar for the selected invoice.

By default, on this tab, mailings selected for the customer class are listed, but you can select other mailings from the lists defined in the Customer ledger preferences (AR101000) and Sales order preferences (SO101000) windows. For an overview of the functionality, see: About mailings for customers.

The tab includes the Mailings table, with the list of mailings, and the Recipients table, which has the list of recipients.

The Mailings table

In this table, you can view and modify the list of mailings to be used for the customer.
Initial settings from the customer class can be overridden for any customer.

Column	Description
Mailing ID	The unique ID of the mailing.
Branch	The branch of the organisation on behalf of which this mailing will be set up.
Email account	The system email account to be used by default for sending emails to the customer for this mailing. If no account is specified, the system account specified for the customer class will be used.
Report	The Customer ledger report to be used to structure the information from the document, if a report is selected for the mailing rather than an email template (notification template).
Notification template	The notification template to be used to generate personalised emails for the mailing. For each mailing, either a report or a notification template can be specified.
Format	The format in which the report-based document, if applicable, will be sent by default if the recipient has no other preferences. Select one of the following options: HTML, Excel, or PDF.
Active	A check box that indicates (if selected) that this mailing is active. Only active mailings are used to generate emails.
Overridden	A check box that indicates (if selected) that the default mailing for the customer class has been changed.

The Recipients table

By using the this table you can select recipients (one per line) for the mailing selected in the Mailings table.

Column	Description
Contact type	The type of contact to receive emails. Specify one of the following options: Primary: The contact specified as the customer's primary contact Invoicing: The contact specified as the customer's invoicing contact Shipping: The contact specified as the customer's shipping contact Employee: An employee of your company who handles the customer's documents or is otherwise associated with the customer Contact: Any additional contact of the customer Document contact: The contact specified on the document, e.g. the sales order or invoice.
Contact ID	The particular recipient of the selected type.
Email	The email address of this recipient.
Format	The format in which the report (if applicable) will be sent to this recipient. Select one of the following options: HTML, Excel, or PDF.
Active	A check box that indicates (if selected) that this contact is active. Only active recipients receive the emails for the mailing.
To	A check box that indicates (if selected) that this contact will be the main recipient for this mailing.
Bcc	A check box that indicates (if selected) that this contact will receive a blind carbon copy (bcc) of the email for this mailing.

The Other invoice settings tab

The Finvoice invoices are in use in Finland only.

Column	Description
Finvoice contract ID	The ID of the customer's Finvoice contract.
Finvoice intermediator ID	The ID of the customer's Finvoice intermediator.

The Direct debit tab

The Direct debit functionality is in use in the Netherlands only.

The Webhook notifications tab

This tab is visible for a customer, if the Webhook notifications check box on the General information tab is selected and saved for that specific customer.

Button	Description
View notification feedback	Opens the Webhook notification feedback window where the message from the third-party integrator is visible.
Resend notification	Resends the notification.

Column	Description
Success	If the message has been sent successfully, the value in the column is True. If it failed, the value is False.
Event	Represents the event category indicating if an entity has been created or updated. One of the following statuses will appear: Entity created Entity updated Entity deleted - only available for accounts Document status changed External action triggered
Status	Indicates the status of the message: Sent Resent Available Consumed
Source	Indicates the source of the event: Visma Net If the source is this, the status can be Sent or Resent APIs If the source is this, the status is Available. It is ready to be sent to third party-integrators. External integrator If the source is this, the status is Consumed. The customer confirms receiving the message.
Document status	Indicates that a document has a new status. For example, when a sales order is changed from status On hold to Open.
User	Indicates which user made a change to the entity.
Date	Indicates the date when the change was made.
Message	Indicates the detailed message identifier that has been sent.