indicates a required field or
selection.Make the following menu selections to display this tab:
eFinancials—Setup—AR Setup—Customers—(select a customer)—General Tab
Use this tab to add or edit general information about a customer.
Fields
A red dot indicates a required field or
selection.
Customer ID
An identification label for the Customer (for example, BNC for Big National Company). This ID appears on lists and in reports.
Customer Name
A description for the Customer (for example, Big National Company). This name appears on lists and in reports.
Expense Code
Click the Lookup
icon 
to display the Select Expense Code Tab
and select an expense code for the customer.
Customer Type
Click the Lookup
icon to display the Select
Customer Type pop-up and select an expense code for the customer.
These codes are added to the system using AR
Codes setup.
Cycle
Click the Lookup
icon to display the Select
Cycle pop-up and select a code for the cycle for the Customer.
These codes are added to the system using AR
Codes setup.
Location
Click the Lookup
icon to display the Select
Location pop-up and select a code for the location for the Customer.
These codes are added to the system using AR
Codes setup.
Priority
Click the Lookup
icon to display the Select
Priority pop-up and select a code for the priority for the Customer.
These codes are added to the system using AR
Codes setup.
Salesperson
Click the Lookup
icon to display the Select
Salesperson pop-up and select a code for the salesperson for the
Customer. These codes are added to the system using AR
Codes setup.
Service Type
Click the Lookup
icon to display the Select
Service Type pop-up and select a code for the service type for
the Customer. These codes are added to the system using AR
Codes setup.
Terms
Click the Lookup
icon to display the Select
Terms pop-up and select a code to specify a term for the Customer.
These codes are added to the system using Terms
setup.
Interest Percentage
The interest percentage for the Customer. Enter a percentage in the format 0.0000.
Markup Percentage
The percentage markup on an invoice.
NOTE that this field appears only when the global policy Use Markups is selected on the AR Tab.
Credit Limit
The credit limit for the Customer. Enter an amount in the format 0.00.
Late Charges
The late charges schedule that applies to the Customer.
Options are: None, Normal, Compounded Daily.
Print Monthly Statement check box
Check the box to print a monthly statement for the client.
Print Dunning Message check box
Check the box to print a dunning message for the client. .
Save
Click to save your changes.
See Also
Setup Questions Customer General Tab
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