Set Financial Information for a Prospect or Customer

Before you can write a quotation or sell your products, you must set financial information for your pro- spects or customers.

To set Financial Information for a Prospect or Customer

1. Open the Accounts (CUST) page.

2. Select Sales Management > Master Data > Accounts.

   Or

   1. Search for CUST or Accounts in the Navigation box and then select

Accounts.

Accounts (CUST) page appears.

1. Click Browse on the Toolbar.

   The Browse For Accounts window appears.

2. Select a record and click Select. Or, double-click the record to use.

3. Click the Financial Information tab.

   The Account Number, Company, and Business Phone number fields are automatically populated.

4. Enter the Sales Person and Territory details.

5. Click the Sales Person lookup reference.

   The Lookup For Sales Person window appears.

   1. Highlight the sales person detail required and click Select*, else click* Cancel.

   2. From the Territory list, select the sales territory.

   3. Click the Distributor lookup reference.

      The Lookup For Distributor window appears.

   4. Highlight the distributor and click Select*, else click* Cancel

   5. From the Sales Code list, select the sales code.

   6. Click the Default Sold-To Address and Default Ship-To Address lookup ref- erence to set the sold-to and ship-to addresses.

      The Date Created and Last Modified fields are automatically updated.

6. Enter the Terms details.

7. From the Payment Type list, select the Payment method.

   1. Click the Terms lookup reference.

      The Lookup For Terms window appears.

   2. Highlight the terms and click Select*, else click* Cancel

   3. From the Ship Via list, select the delivery method.

   4. From the FOB list, select the point at which you are no longer liable for goods you ship.

   5. If your company uses geographic-based taxes*, click the* Jurisdiction lookup ref- erence and select the jurisdiction.

   6. Click the Currency lookup reference and select the currency the company uses.

   7. If your company uses the Advanced Planning option in Planning and Scheduling, in the Priority for Advanced Planning field, specify the customer’s default pri- ority.

      The default priority is applied to sales order line items associated with this cus- tomer. Advanced Planning considers priority in scheduling jobs. Jobs with a higher priority (1) are scheduled before those with lower priority (9).

8. Enter the Payments and Rates details.

9. In the Total Order Disc % field, enter the total order discount that you want to extend to this company.

   1. In the Tax Exempt # field, type the customer’s tax exemption number.
   2. In the D & B Rating field, type the customer’s Dun and Bradstreet rating and in the As Of field type the rating’s date.
   3. In the Paydex field, type the Paydex value of the Dun and Bradstreet rating.
   4. To add monthly finance charges to this customer’s balance, select the Finance Charges check box.

10. On the Toolbar, click Save.