Customer types
Customer types allow you to create arbitrary groupings for Customer (Debtors). Every Debtor created must be assigned a Customer type.
The Customer type of a Debtor is not considered in the calculation of their discounts (the Discount type is used for that), but it is used to determine the default Tax Exempt status of Customers for the purposes of Sales quotation, Sales order and Sales invoice.
A Customer type would generally be used to group customers according to their role as a customer, rather than their pricing arrangements. For example, Customer types might include Local and Export, or Retail and Distributor.
Features
- An unlimited number of Customer types can be defined in the system
Customer types form
Module: Accounts receivable
Category: Customer types
Activation: Main > Accounts receivable > Setup > Customer types
Form style: Multiple instance, SODA
Special actions available for users with Administrator permissions:
- Change the User ID of the Entered by field of memos.
- Edit memos entered by other users.
Database rules:
- A Customer type cannot be deleted if it is referenced by any of the following:
- Debtors
Field definitions
Customer types
This list displays the codes of all Customer types that have been defined in Accentis Enterprise. As you click on each entry in the Customer type list, the details for that customer type are shown in the area to the right.
The list of customer types is non-editable and serves only as a display and selection method. When you are ready to edit or delete a Customer type, ensure that you have the desired Customer type selected in the list before clicking on the edit or delete button.
Customer type name
Reference: Text(30), Mandatory, FlexiCode
This is the name that is used to identify the Customer types throughout Accentis Enterprise. There are no restrictions on the types of names you choose for your Customer types, although it is recommended that names which can be easily identified by all users are used for clarity (e.g. Local and Foreign rather than 001 and 002).