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Customer Table

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Records information about your customers.

The table contains information used by a range of facilities that can help minimize customer costs. For example, credit limit, balance amount and payment term facilities make it possible for the program to issue a credit and an overdue balance warning when you enter a sales order. Furthermore, reminder term and finance charge term facilities allow you to invoice interest and/or additional fees.

The Customer table contains a card for each customer, on which you enter basic information such as name, address, and discount possibilities. Each customer must also have an identifying number. When you enter the customer number elsewhere in the program (on a sales quote, for example), the program will automatically use information from the Customer table for that particular customer.

Before you can post to a customer, you must set up a connection from the customer card to a balance sheet account in the chart of accounts. You must set up a connection to an income statement account. You do this with posting groups, which you must enter in the Gen. Bus. Posting Group and Customer Posting Group fields. The posting groups are set up in the Gen. Business Posting Group and Customer Posting Group tables.

Once you have set up posting groups, you can enter them in the Gen. Bus. Posting Group and the Customer Posting Group fields on customer cards. Then when you post to a customer account, corresponding entries will automatically be created in the associated G/L accounts. The general ledger will therefore always agree with the customer's balance.

You can post to a customer in an unlimited number of currencies. The resulting customer ledger entries will show the currency of each entry.

The program can display the customers in two different windows:

  • The Customer Card window has a card for each customer, containing all the fields you have selected. You can therefore see many fields for each customer.

  • The Customer List window displays all the customers, with a line for each; therefore, fewer fields are displayed for each customer.

List of Fields in the Table

To see the list of fields in this table, change to the Classic view. Choose the Choose View button in the upper-right corner, and then choose Classic.

Field Location
P.A.N. No. Field, Customer Table Income Tax
State Field, Customer Table Sales Tax
L.S.T. No. Field, Customer Table Sales Tax
Range Field, Customer Table Excise
Tax Exemption No. Field, Customer Table Sales Tax
VAT Exempted Field, Customer Table Sales Tax
T.I.N. No. Field, Customer Table Sales Tax
Excise Bus. Posting Group Field, Customer Table Excise
C.S.T. No. Field, Customer Table Sales Tax
Nature of service Field, Customer Table Income Tax
P.A.N. Status Field, Customer Table Income Tax
Post Dated Checks (LCY) Field, Customer Table New Zealand Local Functionality
P.A.N. Reference No. Field, Customer Table Income Tax
S/T Type Field, Customer Table New Zealand Local Functionality
CURP No. Field, Customer Table United States Local Functionality
Registered Field, Customer Table New Zealand Local Functionality
Export or Deemed Export Field, Customer Table Excise
Tax Exemption No. Field, Customer Table United States Local Functionality
Collectorate Field, Customer Table Excise
RFC No. Field, Customer Table United States Local Functionality
Tax Document Type Field, Customer Table New Zealand Local Functionality
WHT Payable Amount (LCY) Field, Customer Table New Zealand Local Functionality
Check Date Format Field, Customer Table United States Local Functionality
Tax Identification Type Field, Customer Table United States Local Functionality
Balance on Date (LCY) Field, Customer Table United States Local Functionality
State Inscription Field, Customer Table United States Local Functionality
Check Date Separator Field, Customer Table United States Local Functionality
UPS Zone Field, Customer Table United States Local Functionality
WHT Business Posting Group Field, Customer Table New Zealand Local Functionality
ABN Division Part No. Field, Customer Table New Zealand Local Functionality
IRD No. Field, Customer Table New Zealand Local Functionality
S/T Expiry Date Field, Customer Table New Zealand Local Functionality
ABN Field, Customer Table New Zealand Local Functionality
Balance on Date Field, Customer Table United States Local Functionality
Bank Communication Field, Customer Table United States Local Functionality
Type of Supply Code Field, Customer Table United Kingdom Local Functionality
E.C.C. No. Field, Customer Table Excise
E-Invoice Field, Customer Table Norway Local Functionality
Account Code Field, Customer Table Norway Local Functionality
GLN No. Field, Customer Table Norway Local Functionality
Structure Field, Customer Table India Local Functionality
Service Entity Type Field, Customer Table Service Tax
Bill-To No. of Pstd. Invoices Field, Customer Table Sales and Receivables
No. of Pstd. Invoices Field, Customer Table Sales and Receivables
Preferred Bank Account Field, Customer Table Sales and Receivables
Bill-to Customer No. Field, Customer Table Sales and Receivables
Outstanding Orders (LCY) Field, Customer Table Sales and Receivables
E-Mail Field, Customer Table Sales and Receivables
Country/Region Code Field, Customer Table Sales and Receivables
Outstanding Serv. Orders (LCY) Field, Customer Table Service Management
No. of Pstd. Shipments Field, Customer Table Sales and Receivables
Bill-To No. of Return Orders Field, Customer Table Sales and Receivables
Chain Name Field, Customer Table Sales and Receivables
Shipping Agent Code Field, Customer Table Sales and Receivables
Application Method Field, Customer Table Sales and Receivables
Print Statements Field, Customer Table Sales and Receivables
Bill-To No. of Blanket Orders Field, Customer Table Sales and Receivables
Picture Field, Customer Table Sales and Receivables
Comment Field, Customer Table Sales and Receivables
Service Zone Code Field, Customer Table Service Management
No. of Return Orders Field, Customer Table Sales and Receivables
Payment Method Code Field, Customer Table Sales and Receivables
Collection Method Field, Customer Table Sales and Receivables
Inv. Amounts (LCY) Field, Customer Table Sales and Receivables
Fin. Charge Terms Code Field, Customer Table Sales and Receivables
Payments (LCY) Field, Customer Table Sales and Receivables
Pmt. Tolerance (LCY) Field, Customer Table Sales and Receivables
Home Page Field, Customer Table Sales and Receivables
No. of Ship-to Addresses Field, Customer Table Sales and Receivables
No. of Invoices Field, Customer Table Sales and Receivables
Inv. Discounts (LCY) Field, Customer Table Sales and Receivables
Address Field, Customer Table Sales and Receivables
Credit Amount (LCY) Field, Customer Table Sales and Receivables
Post Code Field, Customer Table Sales and Receivables
Blocked Field, Customer Table Sales and Receivables
Bill-to No. Of Archived Doc. Field, Customer Table Sales and Receivables
Place of Export Field, Customer Table Sales and Receivables
Bill-To No. of Credit Memos Field, Customer Table Sales and Receivables
Combine Shipments Field, Customer Table Sales and Receivables
Language Code Field, Customer Table Sales and Receivables
Finance Charge Memo Amounts Field, Customer Table Sales and Receivables
Bill-To No. of Invoices Field, Customer Table Sales and Receivables
Cr. Memo Amounts Field, Customer Table Sales and Receivables
Debit Amount Field, Customer Table Sales and Receivables
Partner Type Field, Customer Table Sales and Receivables
Balance Due (LCY) Field, Customer Table Sales and Receivables
Payment Days Code Field, Customer Table Spain Local Functionality
Outstanding Serv. Invoices (LCY) Field, Customer Table Service Management
Non-Paymt. Periods Code Field, Customer Table Spain Local Functionality
Cr. Memo Amounts (LCY) Field, Customer Table Sales and Receivables
Customer Posting Group Field, Customer Table Sales and Receivables
Cash Flow Payment Terms Code Field, Customer Table General Ledger
Outstanding Orders Field, Customer Table Sales and Receivables
Fin. Charge Memo Amounts (LCY) Field, Customer Table Sales and Receivables
Outstanding Invoices (LCY) Field, Customer Table Sales and Receivables
Balance Due Field, Customer Table Sales and Receivables
Net Change Field, Customer Table Sales and Receivables
Shipping Advice Field, Customer Table Sales and Receivables
Last Date Modified Field, Customer Table Sales and Receivables
Phone No. Field, Customer Table Sales and Receivables
Base Calendar Code Field, Customer Table Sales and Receivables
Refunds Field, Customer Table Sales and Receivables
Other Amounts Field, Customer Table Sales and Receivables
Bill-To No. of Orders Field, Customer Table Sales and Receivables
Bill-To No. of Pstd. Shipments Field, Customer Table Sales and Receivables
Global Dimension 1 Code Field, Customer Table Sales and Receivables
Balance Field, Customer Table Sales and Receivables
Ship-to Filter Field, Customer Table Service Management
Refunds (LCY) Field, Customer Table Sales and Receivables
Budgeted Amount Field, Customer Table Sales and Receivables
Reminder Amounts (LCY) Field, Customer Table Sales and Receivables
Debit Amount (LCY) Field, Customer Table Sales and Receivables
Global Dimension 1 Filter Field, Customer Table Sales and Receivables
No. of Orders Field, Customer Table Sales and Receivables
No. Series Field, Customer Table Sales and Receivables
Search Name Field, Customer Table Sales and Receivables
Bill-To No. of Quotes Field, Customer Table Sales and Receivables
Reminder Terms Code Field, Customer Table Sales and Receivables
Pmt. Disc. Tolerance (LCY) Field, Customer Table Sales and Receivables
Contract Gain/Loss Amount Field, Customer Table Service Management
Telex Answer Back Field, Customer Table Sales and Receivables
Invoice Disc. Code Field, Customer Table Sales and Receivables
Territory Code Field, Customer Table Sales and Receivables
Prepayment % Field, Customer Table Sales and Receivables
Allow Line Disc. Field, Customer Table Sales and Receivables
Currency Code Field, Customer Table Sales and Receivables
Primary Contact No. Field, Customer Table Sales and Receivables
Customer Price Group Field, Customer Table Sales and Receivables
Net Change (LCY) Field, Customer Table Sales and Receivables
Telex No. Field, Customer Table Sales and Receivables
County Field, Customer Table Sales and Receivables
City Field, Customer Table Sales and Receivables
No. of Blanket Orders Field, Customer Table Sales and Receivables
Balance (LCY) Field, Customer Table Sales and Receivables
Name 2 Field, Customer Table Sales and Receivables
Customer Disc. Group Field, Customer Table Sales and Receivables
Credit Amount Field, Customer Table Sales and Receivables
Pmt. Discounts (LCY) Field, Customer Table Sales and Receivables
Global Dimension 2 Code Field, Customer Table Sales and Receivables
Bill-To No. of Pstd. Return R. Field, Customer Table Sales and Receivables
VAT Bus. Posting Group Field, Customer Table Sales and Receivables
Shipped Not Invoiced Field, Customer Table Sales and Receivables
Responsibility Center Field, Customer Table Sales and Receivables
Salesperson Code Field, Customer Table Sales and Receivables
Serv Shipped Not Invoiced(LCY) Field, Customer Table Service Management
Sales (LCY) Field, Customer Table Sales and Receivables
Last Statement No. Field, Customer Table Sales and Receivables
Contact Field, Customer Table Sales and Receivables
No. of Pstd. Return Receipts Field, Customer Table Sales and Receivables
IC Partner Code Field, Customer Table Sales and Receivables
Fax No. Field, Customer Table Sales and Receivables
Name Field, Customer Table Sales and Receivables
Payment Terms Code Field, Customer Table Sales and Receivables
Payments Field, Customer Table Sales and Receivables
Other Amounts (LCY) Field, Customer Table Sales and Receivables
Sell-to No. Of Archived Doc. Field, Customer Table Sales and Receivables
VAT Registration No. Field, Customer Table Sales and Receivables
Our Account No. Field, Customer Table Sales and Receivables
Outstanding Invoices Field, Customer Table Sales and Receivables
Gen. Bus. Posting Group Field, Customer Table Sales and Receivables
Global Dimension 2 Filter Field, Customer Table Sales and Receivables
Copy Sell-to Addr. to Qte From Field, Customer Table Sales and Receivables
Block Payment Tolerance Field, Customer Table Sales and Receivables
Shipping Time Field, Customer Table Sales and Receivables
Amount Field, Customer Table Sales and Receivables
Profit (LCY) Field, Customer Table Sales and Receivables
Priority Field, Customer Table Sales and Receivables
Shipment Method Code Field, Customer Table Sales and Receivables
Reminder Amounts Field, Customer Table Sales and Receivables
Invoice Amounts Field, Customer Table Sales and Receivables
Currency Filter Field, Customer Table Sales and Receivables
Shipped Not Invoiced (LCY) Field, Customer Table Sales and Receivables
Tax Area Code Field, Customer Table Sales and Receivables
Address 2 Field, Customer Table Sales and Receivables
No. of Pstd. Credit Memos Field, Customer Table Sales and Receivables
No. Field, Customer Table Sales and Receivables
Credit Limit (LCY) Field, Customer Table Sales and Receivables
Tax Liable Field, Customer Table Sales and Receivables
No. of Credit Memos Field, Customer Table Sales and Receivables
Statistics Group Field, Customer Table Sales and Receivables
Date Filter Field, Customer Table Sales and Receivables
Prices Including VAT Field, Customer Table Sales and Receivables
Location Code Field, Customer Table Sales and Receivables
Shipping Agent Service Code Field, Customer Table Sales and Receivables
No. of Quotes Field, Customer Table Sales and Receivables
Reserve Field, Customer Table Sales and Receivables
Invoice Copies Field, Customer Table Sales and Receivables
Bill-To No. of Pstd. Cr. Memos Field, Customer Table Sales and Receivables
OIOUBL Profile Code Field, Customer Table Denmark Local Functionality
Account Code Field, Customer Table Denmark Local Functionality
OIOUBL Profile Code Required Field, Customer Table Denmark Local Functionality
EAN No. Field, Customer Table Denmark Local Functionality
Exposure Filter Field, Customer Table Italy Local Functionality
Transaction Mode Code Field, Customer Table Netherlands Local Functionality
Tax Representative No. Field, Customer Table Italy Local Functionality
Resident Field, Customer Table Italy Local Functionality
Last Name Field, Customer Table Italy Local Functionality
Payment in progress (LCY) Field, Customer Table France Local Functionality
Exposure (LCY) Field, Customer Table Italy Local Functionality
Date of Birth Field, Customer Table Italy Local Functionality
Tax Representative Type Field, Customer Table Italy Local Functionality
First Name Field, Customer Table Italy Local Functionality
Cumulative Bank Receipts Field, Customer Table Italy Local Functionality
Int. on Arrears Code Field, Customer Table Italy Local Functionality
Place of Birth Field, Customer Table Italy Local Functionality
Fiscal Code Field, Customer Table Italy Local Functionality
Individual Person Field, Customer Table Italy Local Functionality

See Also

Reference

Customer Card