Accounts Receivable

Customer Type Maintenance

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Customer Type Code

Customer Type Code can be alpha or numeric. Note: codes ‘D’, ‘E’ and ‘I’ are reserved for use as the standard customer types delivered with the system i.e. D=Domestic, E=Export, I=Inter-Company.
For details on the use of “codes”, see The Role of “Codes” in Online Advantage

Type Name

Enter some text to describe the customer type name. The name is used on reports and when selecting customer type. You may change the name against the standard types ‘D’, ‘E’ and ‘I’ if you wish.
For more details on descriptions, see The Role of “Names & Descriptions” in Online Advantage

Trade Debtors Account

Enter the trade debtor account code for this customer type.

When transactions are posted to General Ledger for customers with this customer type, this account is used as the Trade Debtors account.

If no specific account is required leave this blank and the default Trade Debtors account is taken from the Control Pointer setting.

Note: During the month, interim postings go to the Trade Debtors (Domestic) account defined in the Control Pointers and posting to Export, Inter-co or customer defined accounts occurs during actual end of month Debtors processing.

Sales Account

Enter the sales account code for this customer type.

When transactions are posted to General Ledger for customers with this customer type, this account is used as the Sales account.

If no specific account is required leave this blank and the Sales account is taken from the default Control Pointer setting.

Export

Select this if sales to customers with this type should be included in the ‘Export Sales’ section for BAS reporting.

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