Customer
General
A customer is a party that you do business for, or a party that pays your sales invoices (the bill-to customer). The customer determines which contract prices, invoicing settings, and defaults TMS applies to the orders of that customer.
Functionality
New Customer
Before a customer can be created, a contact must be created first. Click on the contact on Actions>Create as>Customer and select the appropriate customer template. A new customer will be created based on the contact.
Note
For more information on setting up the customer templates see: Customer Vendor Template
A new customer has been created with the status: 10-NEW. A member of the financial department will complete the customer. Important field for purposes of the invoicing process:
| Field | Comment |
|---|---|
| Customer Price Group | The contract strategy or contract for this price group is applied to the revenue of the orders. See Contract Strategy. |
| Invoice info Description code | By selecting a code, specific order information can be added automatically to the sales invoice line. |
| Payment Terms | The agreed payment terms. |
| POD Mandatory for invoicing | If enabled, an order will only be processed in the next invoice run when a Proof Of Delivery has been registered. The order type can refine this per order type. |
| From Address No. and To Address No. | The default from and to address of the customer. TMS uses them on a new order when the order type is set up to get the address from the customer, and Get From or To Address from Order Type is turned on in Transport Setup. |
| Default Inv. Grouping Criteria | The default invoice grouping criteria for revenue lines of this customer. |
| Tax Registration No. | The VAT number of the customer, the number will be automatically validated with the VIES. |
