Overview tab

Create customers and view the list of customers.

General tab

Enter or view additional information (such as credit limit, language, identification numbers, statistics group, and vendor account) for the customer that is selected on the Overviewtab.

Segment

View or add personal or organizational information about the customer's organization.

Setup tab

Enter or view information about invoices, giro money transfer slips, deliveries, sales taxes, packaging material fees, and radio frequency identification (RFID) tags for the selected customer.

Addresses

Enter or view address information for the selected customer.

Sales order

Enter or view information about sales orders, discounts, and supplementary item groups for the selected customer.

Contact information

Enter contact information for the selected customer, and select the extent of customer history that is available for customer self-service.

Payment

Enter or view information that is related to payments for the selected customer, such as terms of payment and cash discounts.

Dimension tab

Select default values for each dimension that appears on transactions for the selected customer. You can change the default values on transactions, as appropriate.

You can create dimension values in the Dimensionform ( Basic> Common Forms> Dimensions ) or in the Dimensionsform ( General ledger> Common Forms> Dimensions ).

Activity Details

Open the Activitiesform, where you can view activities that are related to the selected customer.

Transactions

View the transactions of the selected customer.

Balance

View balances of the selected customer.

Setup

Enter or view additional information about the selected customer, such as bank account and alternative address information.

Trade agrmt.

Enter or view trade agreements, for example prices, discounts, and supplementary sales items. Send the customer a price list based on the trade agreements for that customer as an XML document.

Functions

Edit open and closed transactions.

Inquiry

Make inquiries about the selected customer, such as inquiries about orders, quotations, confirmations, invoices, collection letters, interest, statistics, and payment fees.

Forecast

View, create, and manage forecasts related to the selected customer.

Project Control

View information about projects for the selected customer, including project statements, cost control, invoice control, hour utilization, and cash flow.

Map

See the selected address on a map.

Customer account

Unique identifier of a customer.

If you want the identifier to be generated automatically when you create a customer:

1. Click Accounts receivable> Setup> Parameters , and then click the Number sequencestab.

2. Select a value in the Number sequence codefield for the Customer accountreference.

Name

Name of the customer. This name is printed on documents, such as invoices and account statements, which you send to the customer.

Search name

Short name for the customer. If you enter a value in this field, you use this name when you search for customer data.

If you do not make an entry in this field, the value in the Namefield is by default available for use in searches.

Invoice account

Invoice account, if any, to which the customer is linked. The invoice account is the account to which the invoice amount is debited. If you do not enter an invoice account, the customer account is used as the invoice account.

Use invoice accounts if you have more than one customer with the same billing address, or if the customer is invoiced through a third party.

Customer group

Enter the customer group that the customer belongs to. You must attach a customer group to each customer.

When you select the customer group, the values of certain fields in the Customer groups form are automatically copied to the customer account. These include:

• Terms of payment

• Settle period

• Inventory postingledger accounts, including the Sales tax groupaccount

For more information, see Customer groups (form)and Create a customer group.

Currency

Currency that is entered by default on invoices to the selected customer.

Note
You can change the currency on the invoice or sales order header before you enter the purchase lines. Create currency codes and exchange rates in the Exchange rates form.

Language

The language used for all external documents to the selected customer, such as invoices and account statements.

When you create a customer, the default language from the Accounts receivable parametersform is copied to this field, but you can change the language as appropriate.

Customer classification group

Customer classification group of the selected customer.

Segment

Select the segment of business for the customer.

Subsegment

Select the subsegment of business for the customer.

Sales district

Select the sales district that the customer is attached to.

Chain

Select the company chain that the customer is a part of.

Main contact

Select the sales person who is the main contact for the customer.

Memo

Enter any additional notes about the customer.

Address book ID

Enter or select the address book identification number to connect this customer account to a global address book record. The address book ID is used when generating external customer statements that include transactions in multiple companies, and for receiving payments that include settlements with invoices in multiple companies.

Address book type

View whether the customer is a person or an organization.

Organization number

View or enter the organization number.

Mandatory credit limit

Select this check box to enforce an automatic verification – before you post a sales order or invoice – of whether the selected customer has exceeded their credit limit. Set up the credit limit in the Credit limitfield on this same tab.

Note
Set up the parameters that govern the credit limit check on the Credit ratingtab of the Accounts receivable parametersform.

Credit rating

Credit rating of the customer. This field is only used for statistical purposes.

Credit limit

Maximum amount that the selected customer is allowed to have as an outstanding account balance.

This amount is always stated in the default currency of the customer.

If the Mandatory credit limitcheck box is selected and the account balance becomes greater than the credit limit specified in the Credit limitfield, no further sales orders or free text invoices can be posted for the selected customer.

Note
If the Mandatory credit limitcheck box is selected and you have entered 0in the credit limit field, the customer has no credit privileges.

ID number

Enter a government-issued identification number, such as a tax identification number (TIN), to identify the customer. This is useful if you need to locate customers for collection purposes.

In some countries/regions, the tax identification number is called an Employer Identification Number (EIN) or federal tax ID. You can enter up to 50 numbers, letters, or other characters.

This field is available only if Organizationis selected in the Address book typefield.

Note
The credit setup in the Accounts receivable parametersform determines whether this field is required.

Country/region

Select the country/region from which the identification number is issued.

License number

Enter a government-issued license number, such as a driver's license number, to identify the customer. This is useful if you need to locate customers for collection purposes.

If a license number is not available, you might enter a tax identification number or federal identification number. You can enter up to 50 numbers, letters, or other characters in this field.

This field is available only if Personis selected in the Address book typefield.

Note
The credit setup in the Accounts receivable parametersform determines whether this field is required.

State

Select the state or province from which the license is issued.

If the issuer is not included in the list, you can enter the issuer as part of the license number in the License numberfield.

Stopped

The kind of blocking that applies to the selected customer account:

• No– No blocking. All forms of transaction are permitted.

• Invoice– Account is blocked for picking/delivery/invoicing.

• All– All transactions are blocked.

Note
You can block a customer automatically when a collection letter has been sent. On the Collection letter linestab in the Collection letter form, select the Blockcheck box.

One-time customer

Select if the selected customer is a one-time customer, or clear if the customer is no longer a one-time customer. You can set up a number sequence for one-time customers on the Number sequencestab of the Accounts receivable parametersform.

Note
You can specify a customer account for all one-time customers in the One-time customer accountfield on the Generaltab of the Accounts receivable parametersform.

Statistics group

Statistics group that the customer is attached to. You create statistics groups in the Statistics group form. This field is used only for statistical purposes.

Account statement

Select how often an account statement is sent to the selected customer:

• Always- Monthly

• Quarter- Every three months

• Biannually- Every six months

• Annually- Once a year

• Never- Not printed

When you print statements, you can select customers according to the setting in this field. For example, to print quarterly statements, you can enter a range of transaction dates for the appropriate quarter and select all customers that have Quarterin this field. For more information, see Print periodic customer statements.

Demand planning

Select this check box to include the customer in demand planning.

Vendor account

Vendor account number, if any, of the selected customer. If a customer has a credit amount because of overpayment or a credit note, the Reimbursement periodic job transfers the amount to the vendor account of the customer.

Note
If the customer does not have a vendor account, a one-time vendor account is used to pay the customer.

Number of employees

If the customer is an organization, enter the organization's number of employees.

Category

Select an ABC code filter.

Professional prefix

Enter or view a professional prefix for the person, if applicable.

Salutation

Select or view a salutation for the person.

First name

Enter or view the person's first name.

Middle name

Enter or view the person's middle name, if applicable.

Last name

Enter or view the person's last name.

Suffix

Enter or view a suffix for the person, if applicable.

Professional suffix

Enter or view a professional suffix for the person, if applicable.

Name sequence

Change or view the order in which the person's name is displayed.

Initials

Enter or view the organization's or person's initials.

Gender

Select or view the gender of the person.

Nickname

Enter or view the person's nickname, if applicable.

Marital status

Enter or view the person's marital status.

Birthday

Enter or view the person's birthday, if applicable.

Anniversary

Enter or view the person's anniversary, if applicable.

Children

Enter or view the names of the person's children, if applicable.

Hobbies

Enter or view any known hobbies of the person, if applicable.

Invoice address

Address to which invoices to the selected customer are sent:

• Order account- The address that is entered for the customer account.

• Invoice account- The address that is entered for the invoice account that is assigned to the customer account.

Number sequence group

Enter a number sequence group to use different number sequences for specific documents for the selected customer other than those that are set up as default customer number sequences on the Number sequencestab of the Accounts receivable parametersform.

The documents include sales invoices, sales invoice vouchers, sales credit notes, sales credit note vouchers, free text invoices, free text invoice vouchers, free text credit notes, free text credit note vouchers, packing slips, and packing slip vouchers.

Note
If the field is empty, the sales order number sequence is used for internal documents that are related to sales orders.

Giro money transfer slip on sales invoice

Type of giro money transfer slip that is printed for sales invoices to the selected customer.

Giro money transfer slip on free text invoice

Type of giro money transfer slip that is printed for free text invoices that are sent to the selected customer.

Giro money transfer slip on interest note

Type of giro money transfer slip that is printed for interest notes to the selected customer.

Giro money transfer slip on collection letter

Type of giro money transfer slip that is printed on collection letters to the selected customer.

Giro money transfer slip on the project invoice

Select the Finnish giro type for the project invoice, if appropriate. The default value for this field is None.

UPS zone

Enter the UPS freight zone that applies to the selected customer.

Delivery terms

Select the standard terms of delivery for the selected customer.

Note
You can change the terms of delivery in the sales order header before invoicing, if appropriate, and you can print the terms of delivery on shipping invoices and other documents.

Mode of delivery

Mode of delivery that applies to sales to the selected customer.

Delivery reason

Reason for the delivery to the selected customer.

Destination code

Destination code that applies to the customer. You can use destination codes to divide deliveries into groups according to customer location.

Receipt calendar

Days on which the customer wants to receive their orders.

Sales tax group

Select the sales tax group that applies to the selected customer. The sales tax group contains the sales tax codes that are available for use on sales and purchases.

Tax exempt number

Tax exempt number of the selected customer. Sales to companies in other countries/regions are often reported on the basis of tax exempt numbers.

Note
For companies that are based in an EU country/region, a tax exempt number must be included on all invoices to customers in other EU countries/regions.

Prices incl. sales tax

Select this check box if you want prices to include sales tax.

Packing duty license number

Packing duty license number from the sales tax authority.

Fiscal code

Fiscal code for the selected customer. This code is used in sales tax reporting. The field is not validated.

Tax border number

Enter a tax border number, which is required for Åland island taxes. This number might be required to post Åland island transactions if the Requires tax border numbercheck box is selected in the Sales tax codes form.

Packing material fee license number

Enter the packaging material fee license number of the recycling company used by the customer. Fill in the license number if the customer pays packaging material fees and you want to print this information on the invoice.

If your company pays the packaging material fees, leave this field blank.

Item tagging

Select if item tagging is mandatory.

Case tagging

Select if case tagging is mandatory.

Pallet tagging

Select if pallet tagging is mandatory.

Autocreate intercompany orders

Select to automatically create intercompany purchase and sales orders when you close the sales order.

Direct delivery

Specify that you want intercompany orders to be delivered directly to the customer and that the delivery information is synchronized to the intercompany purchase and sales order.

Allow indirect creation

Specify that you want to allow your intercompany vendor to be able to add additional lines to the original sales order. This is only possible if you have selected the Direct deliveryfield on the original sales order.

Caution
If you select this field, your intercompany vendor can change the order without anyone noticing; this can have serious consequences.

EAN

European Article Numbering (EAN) number that is assigned to this customer. This number is used for electronic invoicing of public sector organizations.

Note
(DNK) This field is available only if the configuration key for Denmark is selected.

Public

If this check box is selected, the address is shared in the Global address bookform.

Primary

If this check box is selected, the address is the primary address for the customer.

Name

The name of the organization or contact person for the selected address.

Address type

Specify how to use the selected address:

• Invoice- Used when sending invoices.

• Delivery- Used as the main delivery address unless an alternative delivery address is selected at the time of delivery.

• Alt. delivery- Used when an address other than the delivery type is indicated at the time of delivery. Alternative delivery addresses are optional.

• SWIFT- Used for money transfers to foreign banks.

• Payment- Used for the payment address.

• Service- Used for the service address.

• Home– Used for the home address.

• Other– Used for another address.

• Business– Used for the business address.

• Remit-to– Used for the payment address when vendor checks are generated.

• Third-party shipping address– Used if the customer is billed for freight directly by the shipping carrier. This information is transferred to the shipping carrier software when sales orders are processed.

Street name

The street name and number of the address of the selected customer.

ZIP/postal Code

ZIP/postal Code of the customer address. This code is often used for searching and sorting.

City

City of the ZIP/postal Code.

County

County of the customer address. This field is often used for searching and sorting.

Note
You can select among the counties that are created for the state that you select in the Statefield.

State

State of the customer address. This field is often used for searching and sorting.

Note
You can select among the states that are created for the country/region that you select in the Country/regionfield.

Country/region

Country/region of the customer address.

Address

Address of the customer as it appears on reports and printouts. This field is filled out automatically with the information that you enter in the other address fields and according to the address format, if any, which is set up for the country/region in the Address format form.

Site

Site that you usually ship from when you deliver goods to the selected customer. For more information, see (Site) Form.

Warehouse

Warehouse that you usually ship from when you deliver goods to the selected customer.

Item - Customer group

Customer group for external item descriptions.

Commission customer group

Commission group that the customer is attached to.

Sales group

Sales group that is attached to the selected customer. The sales group includes a sales representative for the customer. When you create an invoice to the customer, the sales representative code of the sales group is entered by default, but you can modify this field or leave it blank.

When a sales representative is linked to a customer, the commission is automatically calculated on the sale.

Sales order pool

Sales order pool that sales orders to the selected customer are placed in.

Our account number

Account number for the company, if any, in the records of the selected customer.

Product model group

Product model group of the selected customer.

Company

Identification of the intercompany account number, if the selected customer is an intercompany company.

Order entry deadline group

Select the order entry deadline group, which specifies the order entry deadline for a specific group of customers.

Multiline discount

Multiline discount group that the customer belongs to.

Total discount

Total discount group that the customer belongs to. The total discount group determines which discounts are calculated automatically. Total discounts are given for a total order. Use them to group discount allowances by customer, item, and volume.

For more information, see Trade agrmt. (form)and Price/discount groups (form).

Price group

The price group that applies to the customer. Price groups are used to calculate the sales prices to be used when invoicing the customer. For more information, see Operations (form), Trade agrmt. (form), and Price/discount groups (form).

Example

You create a price group for a specific group of customers. For items in the price group, indicate the price of the item within the price group. This price may vary according to volume and date. The price agreement can be supplemented with various line discounts which may or may not vary according to volume, date, and amount.

Note
Changing the price group or combining price and discount agreements does not automatically update the prices on existing order and purchase lines.

Line discount

Line discount group that the customer belongs to. This determines which line discounts are calculated automatically when you create order lines for the customer. Use line discount groups to group the discount offers by customer. You can also make the discounts dependent on customer account, item number, and quantity.

For more information, see Price/discount groups (form), Trade agrmt. (form), and Price/discount groups (form).

Supplementary item group

Supplementary item group that is attached to the selected customer, and which lists extra items that are added to a sales order when a certain quantity of an item is sold.

Telephone

Telephone number of the selected customer. You can use the Customer phone listform to print a list of customer phone numbers.

Extension

Telephone extension number of the main customer contact.

Mobile phone

Cell phone number of the main customer contact.

Pager

Pager number of the main customer contact.

Fax

Fax number of the customer.

E-mail

E-mail address of the main customer contact.

SMS

E-mail address for sending SMS to a mobile phone.

Internet address

URL of the Web site for the customer.

Telex number

Telex number of the customer.

Line of business

Line of business of the customer.

Contact

Enter the name of your contact person or select the contact person who is associated with the customer and whose details are entered in the Contact Details form.

Note

If you have not entered information in the other fields on the Contact informationtab, the values for the selected contact person in the fields of the Contact Details form are automatically transferred to the fields on this tab when you select the contact person. If your contact person changes, and you want new values from the Contact Detailsform to appear automatically, you must first delete the values in Contact informationtab fields before selecting the new contact person.

French Siret

Enter a SIRET number for the customer. For more information, see (FRA) NAF codes and siret numbers.

Note
(FRA) This field is available only if the configuration key for France is selected.

French NAF

Enter a French Nomenclature des Activités Françaises (NAF code) for the customer.

Note
(FRA) This field is available only if the configuration key for France is selected.

Terms of payment

Terms of payment for the customer. The terms of payment for an invoice determine the invoice due date. The due date is used to calculate the balance allocation for the customer, to print lists of due invoices, to calculate interest, and to create collection letters. You create terms of payment in the Terms of payment form.

The value that you select here is the default terms of payment on all customer orders, but you can change the terms of payment on the order or on the invoice before you post the invoice.

Note
If necessary, you can also change the due date on a posted invoice in the Due datefield on the Customer transactionsform. For more information, see Customer transactions (form).

Method of payment

Method of payment typically used for payments from the customer.

Payment specification

Further specification of payment handling for the chosen method of payment for the customer.

Payment schedule

Payment schedule to be used for invoices to the customer.

Payment day

The payment day code that applies to the customer.

The payment day is used in the calculation of the due date. The due date is always rounded up to the nearest specified date. The payment day can be specified for a specific day of the week or month.

Cash discount

The cash discount code that defines the early settlement discount that is granted to the selected customer if an invoice is paid in full before a given date. The cash discount code is transferred automatically to the order and invoice header by default when an order is created, but you can change it before the lines are posted. The cash discount is triggered and posted automatically when the open transaction is settled. For more information, see Customer transactions (form).

Note
Create and manage the terms for cash discounts in the Cash discounts form, and define if the cash discount is calculated on amounts including sales tax on the Sales taxtab of the General ledger parametersform.

Bank account

Primary bank account of the customer. If you want to use another bank account for the customer, you can change the bank account in the payment journal.

Factoring account

Select the factoring account for the selected customer.

Note
(NOR) This field is available only if the configuration key for Norway is selected.

Payment ID type

Select the default payment ID type.

Note
(NOR) This field is available only if the configuration key for Norway is selected.

Central Bank Purpose Code

Code that is used when reporting to the central bank. You can create the codes in the Payment purpose codes form.

Purpose text

Description of the purpose of the code that is selected in the Central Bank Purpose Codefield.

Department

Default value for the customer for this dimension. You can change the default value on orders or invoices before you post an invoice.

Cost center

Default value for the customer for this dimension. You can change the default value on orders or invoices before you post an invoice.

Purpose

Default value for the customer for this dimension. You can change the default value on orders or invoices before you post an invoice.