Customer

The Customer table contains all the information about your customers. More specifically, the Customer table is used to establish a unique code and default values for each "ship-to" customer. "Bill-to" information can be entered if it is different than the ship-to information. A separate bill-to ID can be created to link multiple ship to ID's to the same bill-to ID for a consolidated accounts receivable (AR) balance.

Customer Fields Page One

Customer Fields

Ship To ID The customer's unique four to six character alphanumeric customer ID code. Name The customer's ship-to name. Old ID The customer's ship-to ID from your existing system used in Import/Export and Load Open Receivables to link your existing customer ID to the new Net•Yield ID. This field will only appear if the "Old Code Conversion Mode" found in System Options is set to Y (Y=yes). Contact The primary ship-to contact name for the customer. See Contacts to add additional contacts for this customer. Address (Line 1 and 2) The customer's primary ship-to delivery address line 1 and address line 2. Ship To City The customer's primary ship-to delivery city. Ship To State The customer's primary ship-to delivery state. Ship To Zip The customer's primary ship-to delivery zip code. Ship To Country The customer's primary ship-to delivery country. Override Address Use one of the alternate ship-to addresses as the default ship-to address for this customer, if defined in Customer Ship To. Bill To ID Customer's bill-to ID used to link multiple ship-to IDs to the same bill-to customer. The bill-to ID must exist as a customer in the system prior to assigning to the customer. It cannot be the same as the ship-to id. Bill To Name The bill-to name for the customer. This field is only required if any of the other bill-to fields are being used. If all the bill-to information is the same as the ship-to information, none of the bill-to fields are needed. The system will default the ship-to information as the bill-to information. Bill To Contact The bill-to contact name for the customer. Bill To Address 1 and 2 The bill-to address line 1 and 2 for the customer, if different than the ship-to address. Bill To City The bill-to city for the customer, if different than the ship-to city. Bill To State The bill-to state for the customer, if different than the ship-to state. Bill To Zip The bill-to zip code for the customer, if different than the ship-to zip code. Bill To Country The bill-to country for the customer, if different than the ship-to country. Sales Phone The primary sales contact phone number. Sales Contact The primary sales contact name. Sales Fax The primary sales contact fax number. Phone 1 - 5 The first, second, third, fourth, and fifth additional phone number for the customer. Phone 1-5 Name The descriptive name for the first, second, third, fourth, and fifth additional phone number for the customer. Fax The primary fax number for the customer. Sales Call The best time to call the customer, if using call sheets. Mon through Sunday fields Call the customer on Monday/Tuesday/Wednesday/Thursday/Friday/Saturday/Sunday? Y=yes/N=no. Default = N. Call Notes Up to three customer specific notes or messages that print on the call sheet and display as customer info when requested in the sales order header. Shipping Note A note or message that can be included on every sales order, invoice, or both for this customer. The shipping note will print in the message area on the sales orders and invoice forms. Shipping Note Flag Print shipping note on: O = order, I = invoice, B = both. Messages Up to seven customer specific notes or messages that can be automatically added to sales orders, invoices, warehouse releases, and/or bills of lading at the time a sales order is entered. These messages appear in the body of the form right after the last order line item. Messages Flag Print Messages on: O = order, I = invoice, B = both invoice and order, R = order and release, L = BOL.

Customer Fields Page Two

Customer Page 2
Sales Rep	The sales rep for the customer. The system default is based on the sales rep setting found in Customer Defaults. Functionality and visibility during the sales order process is dependent upon Sales Options, Shipping Options, User Options, and User Security settings.
Payment Terms	The default payment terms for the customer. The system default is based on the terms setting found in Customer Defaults. Functionality and visibility during the sales order process is dependent upon User Options and User Security settings.
Region	The region for the customer, if being used. (Optional)
Chain	The chain for the customer, if being used. (Optional)
Customer Class	The customer class or business segment for the customer. The system default is based on the customer class setting found in Customer Defaults.
Price Class	The customer price class or price sheet for the customer. The system default is based on the price class setting found in Customer Defaults.
Alias Group	The customer item alias group for the customer that is used to map their item codes and descriptions to your Net•Yield item codes and descriptions.
Broker	The outside sales broker that represents this customer on your behalf.
Roll-On Item	An item code that can automatically roll on to each sales order for this customer. The default setting is based on "Roll On Item" found in Sales Options.
Carton	The master shipping carton used by this customer, if not the same as the system or items default carton. The default is based on the Cartonize setting in found in Shipping Options.
Freight Type	The freight cost type for this customer as defined in your Sales Cost Adjustments. The system default is based on the Freight Type setting found in Customer Defaults.
Freight	The freight terms are: PPD = prepaid, you pay the freight, COL = collect, the customer pays the freight, or PPC = prepaid and charge, you pay the freight and bill it back to the customer as a line item on the Sales Order/Invoice. The system default is based on the Freight Payment Terms setting found in Customer Defaults.
Prepaid and Charge Item	The prepaid and charge freight item code used to bill the customer for prepaid and charge freight.
Route	The default route for the customer. The system default is based on the Route setting found in Customer Defaults.
Route Stop	The default stop on the route for the customer, if needed.
Pick Ticket	Customer pick ticket label template, number of copies, and pounds per label override.
Carton	Customer carton label template and number of copies override.
Manifest	Customer manifest label template and number of copies override.
Order	Customer order label template, number of copies, and pounds per label override.
Status	The status of the customer is either A = active, or I = inactive. The system default is A.
Date Added	The date the customer was added. The system default is the current system date when customers are added.
Order Guide	Does this customer use an order guide? N = not using, A = use only the customer item alias group IDs and names on the order guide, P = use only the items found on the price list on the order guide. The system default is based on the order guide used in the Sales Orders setting found in Customer Defaults.
Price in Guide	If using an order guide, can the system generated selling price be changed in the order guide or on the sales order? The system default is based on the order guide price override setting found in Customer Defaults.
Item in Guide	If using order guides, can items that are not on the guide be added to the order? The options are: L = allow items to be added, S = item must be on the Order Guide. The system default is based on the Order Guide Item Override setting found in Customer Defaults.
Sort in Guide	If using order guides, are the items on the order guide sorted by: I = item order or A = item alias order for the customer. The system default is based on the order guide default sort setting found in Customer Defaults.
Strict Cool	Does the customer require you to report COOL (Country of Origin labeling) information on any of the following forms: sales orders, invoices, bills of lading, warehouse releases. Y = strict cool control where the system will require you to report the information, N = loose cool control where the system will allow you to enter and report the information but will not force you to. The system default is N. See COOL Identity.
Unshipped Cool	Print the item's COOL information on unshipped orders, Y=yes/N=no for this customer. The system default is N.
Shipped Cool	Print the item's cool information on shipped orders for this customer? Y=yes/N=no. The system default is N.
Invoices Cool	Print the item's cool on Invoices for this customer, Y=yes/N=no. The system default is N.
BOL Cool	Print the item's cool information on bills of lading for this customer, Y=yes/N=no. The system default is N.
Releases Cool	Print the item's cool information on warehouse releases for this customer, Y=yes/N=no. The system default is N.
Price on Order	Do you need to print the selling price on the sales orders for this customer? Y=yes/N=no. The system default is N.
Price Override	Override the base selling price when pricing sales orders that were previously set to price later.
Require PO	Force the entry of the customer's purchase order number in sales order. X = not used (skip over the purchase order number field during sales order entry), Y = force entry, N = do not force entry of the purchase order.
Carrier Mon, Tues, Wed, Thu, Fri, Sat, Sun	The default carrier used for each day of the week, respectively. The system default is based on the Carrier setting for each day of the week and is found in Customer Defaults. A blank field is acceptable.

Customer Fields Page Three

Customer Page 3
Sales Tax 1-3	Is this customer subject to the sales tax types 1, 2, and/or 3, as defined in Tax Options? (Y=yes/N=no) The system default is N. Functionality and visibility is dependent upon User Options, Tax Options, and User Security settings.
Tax Code	The default tax type to be used for this customer for invoking tax type pricing exceptions/accruals.
Finance Charge	Are finance charges applied to the customer's account. (Y=yes/N=no). The system default is Y.
Compound FC	Are the finance charges compounded? (Y=yes/N=no) The system default is Y.
Statement	Does the customer get a statement? (Y=yes/N=no). The system default is Y.
Dun Message	Do you want dunning messages to appear on the customer's statement? (Y=yes/N=no) The system default is Y.
Insurance	The receivables insurance carrier this customer is covered by.
Ins Coverage	If defined, this is the amount of insurance coverage for this customer.
EDI GLN	The customer's DUNS, EDI, GTIN, or other identifier used for EDI transactions.
Store ID	If part of a chain, this is the customer's store number or ID.
Old ID	This is the customer's ship-to ID from your existing system.
FedEx Account	The FedEx account number to charge for third party billing. Used when freight is collect on the order when creating FedEx label file records and using next day freight types.
UPS Account	The UPS account number to charge for third party billing. Used when freight is collected on the order when creating UPS label file records and next day freight types.
DHL Account	The DHL account number to charge for third party billing. Used when freight is collected on the order when creating DHL label file records and next day freight types.
Trace	Enter the customer's Trace Buyer ID to be used with 3rd party Trace reporting systems or to report your source product information directly to your Net•Yield. customers. This will activate the automatic creation and sending of the XML import Trace documents needed for Trace Reporting. If the Customer does not require Trace reporting, leave the field blank. See Trace Overview for more information
Unshipped Trace	Print your Trace ID, the Trace Item Number , Trace PO number and next Trace source product attribute that will be used to report the Trace source product attributes on the XML Import Trace Document on the printed Unshipped Sales Order for this customer. See Trace Overview for more information.
Shipped Trace	Print your Trace ID, the Trace Item Number , Trace PO number and next Trace source product attribute that will be used to report the Trace source product attributes on the XML Import Trace Document on the printed Shipped Sales Order for this customer. See Trace Overview for more information.
Invoice Trace	Print your Trace ID, the Trace Item Number , Trace PO number and next Trace source product attribute that will be used to report the Trace source product attributes on the XML Import Trace Document on the printed Invoice for this customer. See Trace Overview for more information.
BOL Trace	Print your Trace ID, the Trace Item Number , Trace PO number and next Trace source product attribute that will be used to report the Trace source product attributes on the XML Import Trace Document on the printed BOL for this customer. See Trace Overview for more information.
Releases Trace	Print your Trace ID, the Trace Item Number , Trace PO number and next Trace source product attribute that will be used to report the Trace source product attributes on the XML Import Trace Document on the printed Warehouse Release for this customer. See Trace Overview for more information.

Security Required : Receivables - Receivable Inquiry