The customer form in BC is divided into tabs:
General
Basic customer information about the customer (name, address, obligation, salesperson code, etc.)
Address & Contact
Customer 's communication data (telephone, fax, e-mail, correspondence address)
Invoicing
Customer invoicing setup (billing, payer, etc.)
Payments
Set up the customer's payment methods (payment terms, payment methods, etc.)
Shipping
Set Setting up the customer's delivery method (consignee, reservation, delivery method, etc.)
Operative Leasing
Records of data related to operating leases
Automatic Apply
Setup for the Apply Customer Ledger Entries batch job
Important buttons on the customer card
Process Groupgroup
Notes
The user can record the notes about a given customer, which are available , to all OC users.
Contracts
The link opens the customer's list of financing contracts of the given customer with a filter for to the customer 's number
Insurance Contracts
opens the list of insurance contracts of the given customer with a filter to the customer number
Framework Contracts
An overview of the customer's master agreements opens with a filter for the customer number (see chapter Customer Master Agreements)
Credit Limits
opens an overview of the customer's credit limits (see chapter the Customer Credit Limits chapter)
Liability
opens an the overview of the customer's guarantees (see the Guarantee chapter Guarantees)
Customer Group
Contact
opens the list of contacts of the given customer (from which the customer was created as well as the customer's contact persons)
Bank Accounts
opens the list of bank accounts of the customer, where it is possible to create these bank accounts as well
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Field:
No. (No.)
Specifies the number of the customer number. This field is either filled in automatically from the defined number sequence series or entered manually if you have enabled manual input in the number sequence series settings.
Name
Specifies the name of the customer. This name appears on all sales documents for the customer.
VAT Registration No.
Tax ident. Customer number. Linked to the VAT ID on the contact
Detail Type
A contact can charge with the values:
Company Detail
In the wizard for creating a partner, the value of Business partner in the Type field
Person Detail
In the wizard for creating a partner, the value of Contact person in the Type field
The detail type determines whether the contact is a company (the entity we do business with) or just a person. This means, for example, that the customer can be a private person, i.e. it is a Type of Person and a detail of the Company.
Legal Form Code
The field is used to record the legal form of the contact (e.g. PO entrepreneur, FON – natural person not entrepreneur, FOP – natural person entrepreneur, etc.).
Legal Subjectivity Code
The field is used to select the legal personality of the contact. According to the selected legal subjectivity, editable fields are set in BC.
Balance
Specifies the payment amount that the customer owes for the completed sale. This value is also known as customer balance.
Balance (LCY) vendor As Vendor (LCY)
Specifies the payment amount that the customer owes for the completed sale. This value is also known as customer balance.
Balance Due
Specifies payments from the customer that are overdue relative to today's date.
Credit Limit (LCY)
Specifies the maximum amount that will allow the customer to exceed the payment balance before the a warning is issued.
Liability (LCY)
Calculated field, the amount sum of the liabilities for the customer's contracts in the local currency.
After clicking, you will see the records from which the liability was calculated for the given customer will be displayed ((you will see the "Customer Liability" records filtered to the customer number will be displayed).
For a detailed description of the calculation of the obligation, see the separate chapter below.
Closed (Blocked)
Specifies which transactions with the customer can't be processed, for example, because the customer is insolvent.
Closed-Privacy Blocked
Specifies whether access to data subject data should be restricted during day-to-day operations. This is useful, for example, when protecting data from changes as part of privacy controls.
VIP Category
Specifies a category that can affect the amount of the Fee Discount when issuing fee invoices
Salesperson Code
Specifies the code for the salesperson who is typically in charge of the customer
Total Sales - Fiscal Year
Specifies the total sales turnover with the customer for the current fiscal year. This is calculated from the amounts excluding VAT on all completed and open invoices and credit memos.
Costs (LCY)
Specifies how much cost you incurred on sales for the customer in the current fiscal year.
Profit (LCY)
Specifies how much profit you have earned from the customer in the current fiscal year.
Profit % (Profit %)
Specifies how much profit you have earned per customer in the current fiscal year, expressed as a percentage of total sales to the customer.
Last Date Modified
Specifies when the customer's card was last modified.
Changed By
Specifies when the customer's card was last modified.
Addresses and Contact
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tab
The tab bookmark cannot be edited on the customer card, Address changes must be transferred to the contact card by adding a new registration or correspondence address.
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Address
Customer Address (Street and House Number)
pulls from the equilibrium a uniform field from the a contact
non-editable field
Address 2 (Address)
Additional Address Information
pulls from the equilibrium a uniform field from the a contact
non-editable field
Post Code (Post Code)
Postal code from the contact's registration address
pulls from the equilibrium a uniform field from the a contact
non-editable field
Kraj (Country)
Region from Contact Registration Addressthe contact's registration address
pulls from the equilibrium a uniform field from the a contact
non-editable field
City
City from the contact's registration address
pulls from the equilibrium a uniform field from the a contact
non-editable field
Country/Region Code
Country from From Contact Registration Address
pulls from the equilibrium a uniform field from the a contact
non-editable field
Correspondence Address Code
pulls from the equilibrium a uniform field from the a contact
non-editable field
Address
Address from Koresp. Contact Addresses (Street and House Number)
pulls from the equilibrium a uniform field from the a contact
non-editable field
Post Code (Post Code)
Postal code from Koresp. Contact Addresses
pulls from the equilibrium a uniform field from the a contact
non-editable field
City
A town from Koresp. Contact Addresses
pulls from the equilibrium a uniform field from the a contact
non-editable field
Country/Region Code
Land from Koresp. Contact Addresses
pulls from the equilibrium a uniform field from the a contact
non-editable field
Phone No.
Specifies the phone number of the contact
pulls from the equilibrium a uniform field from the a contact
non-editable field
Mobil Phone No.
Specifies the contact's mobile phone number
pulls from the equilibrium a uniform field from the a contact
Field editable
E-mail (Email)
Specifies the e-mail address of the contact
pulls from the equilibrium a uniform field from the a contact
Field editable
Fax No. (Fax No.)
Specifies the fax number of the contact
pulls from the equilibrium a uniform field from the a contact
Field editable
Home Page
Specifies the contact's site
pulls from the equilibrium a uniform field from the a contact
Field editable
Correspondence Type
Specifies the preferred type of correspondence for the interaction
pulls from the equilibrium a uniform field from the a contact
Field editable
Language Code
Specifies the language that will be used to translate specified text on documents for foreign business partners, such as the product description on an the order confirmation, or to select layouts for interactions and emailspulls from the equilibrium field from the contactand emails
The default value is added from the Contact card after the customer is created (for a leasing solution, the Language Code is not populated from the customer template)
Field editable
Invoicing tab
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Gen. Bus. Posting Group (Gen. Bus. Posting Group)
Specifies the customer's store type to link this customer's transactions to the corresponding general ledger account according to the general posting setup.
VAT Bus. Posting Group)
Specifies the customer's VAT specification to link the to a transaction that was created for this customer.
Customer Posting Group
Specifies the type of customer market to link to business transactions
Allow Multiple Posting Groups
Specifies whether multiple posting groups can be used to post business transactions for this customer.
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Currency Code
Specifies the default currency for the customer.
Customer Price Group
Specifies the code of the customer 's price group , which code that is used to set up special sales prices in the Sales Price window
Customer Disc. Group
Specifies the code of the customer discount group that can be used to set up a special discount in the Sales Line Discount window.
Allow Line Disc.
Specifies whether a sales series line discount is calculated when a special sales price is offered, according to the settings in the Sales Prices table.
Prices Including VAT (Prices Including VAT)
Specifies whether to show display the Unit Price and Line Amount fields on document lines with or without VAT.
Mass Sending Sale Documents
Mass Sending Sale Documents
Values from which the user can choose and sales documents will be sent in bulk:
Bulk Jobs
Periodic Task
Periodic Task ZIP
Stop Sending (Stop Sending)
Default value = No
If the user changes to = YES, the running task "Mass sending of documents" will skip such a customer and will not send such a customer and the documents to the customer
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Transaction Type
Specifies the default transaction type for the purpose of reporting in Intrastat reporting purposes.
Transaction Specification
Specifies the default transaction specification for the purpose of reporting in Intrastat reporting purposes.
Transport Method
Specifies the default transport type for the purpose of reporting in Intrastat
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Payment Terms Code
If a Payment terms code has been set up on the customer template, it is taken into this field.
This payment terms code is not used to determine the payment terms for customer payments.
Financing Payment Terms Code
Empty by default.
Specifies the due date of payments in the contract payment calendar.
If this field is empty, the Payment Terms Code from the General Terms and Conditions of the Financing Contract will be transferred to the Financing Contracts.
After manual editing, the system executes:
After validation, the field looks for contracts that are for the a given customer and have a blank framework agreement number. If it finds one, it displays will display the dialog "Customer has contracts. Do you want to make a change to contracts as well?". If the user confirms, they will update the Payment Terms Code on the respective contracts. If they do not confirm, the change will remain written only on the customer card.
Sales Price Payment Terms Code
Empty by default.
Field specifies the due date of the sales price in the contract payment calendar (for financial leasingleases)
If this field is blank, the Sales Price Payment Terms Code from the General Terms and Conditions of the Financing Agreement is taken over to the financing contracts.
The user can set a different due date for a specific customer than other customers. After manually editing the Sales Price Payment Terms Code on the customer, the system executes:
After validation, the field searches for contracts that are for that customer. If it finds one, it displays will display the dialog "Customer has contracts. Do you want to make a change to contracts as well?". If the user confirms, they will update the Sales Price Payment Terms Code on the respective contracts. If they do not confirm, the change will remain written only on the customer card.
Reminder Terms Code
Empty by default.
Specifies how to debit the method for receivables from the financing contract to be receivable
If this field is empty, the Reminder Terms Code from the General Business Terms and Conditions of the Financing Agreement Contract will be transferred to the financing contracts.
If the user changes the value of the field manually or by selecting from the reminder codes, the OC will check whether the customer has created calculations or contracts that have a blank framework agreement number
If not, the OC will change the reminder code without a message.
If so, the OC will display the message "The customer Customer has contracts. Do you wish want to make a change to the contracts?"
If the user confirms Yes, the OC will change execute the reminder code change on all customer agreements on which the contracts that have Master Agreement No. (4026670) = Blank.
If the user confirms No, the OC will change the reminder code only on to the customer.
Fin. Charge Terms Code
Empty by default.
Specifies how to penalty penalize receivables from the financing contract
If this field is empty, the Finance Charge Terms Code from the General Business Terms and Conditions of the Financing Agreement Contract will be transferred to the financing contracts.
If a special penalty condition is agreed with the customer, the OC will execute:
After validation, the field looks for contracts that are for the a given customer and have a blank framework agreement number. If it finds one, it displays will display the dialog "Customer has contracts. Do you want to make a change to contracts as well?". If the user confirms, they will update the "Finance Charge Terms Code" on the given respective contracts. If they do not confirm, the change will remain written only on the customer card.
Datum posledního výpisu Last Statement Date
Specifies the date when the last statement was generated in the system
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Ship-to Code
Specifies the code for a shipping address other than the customer's own address, which is entered by default
Location Code
Specifies the default location to process sales to this customer.
Combine Shipments
Specifies whether multiple orders delivered to a customer can appear on the same sales invoice.
Reserve
Specifies whether the items for this customer will be rebooked sold never, automatically (Always), or optionally.
Recommended Delivery (Shipping Advice)
Specifies whether the customer accepts partial deliveries of delivery orders.
Shipment Method
Code
Specifies the mode of delivery that is method used when to deliver the items are delivered to the customer.
Shipping Agent Code
Specifies which shipping company is used when to deliver the items are delivered to the customer.
Shipping Agent Service Code
Specifies the code for the carrier service to use for this customer
Shipping Time
Specifies how long it takes from dispatch from the warehouse to delivery of the item.
Base Calendar Code
Specifies a customizable calendar for supply scheduling that includes the customer's working days and holidays.
Customized Calendar
Specifies that you have created your own version of the base calendar
Operative Leasing Tab
The tab sets In the tab, you can set up invoice grouping for individual invoicings.
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Fuel and Maintenance Billing Method
The Mass Invoicing Fuel Card Cards and Mass Invoicing and Maintenance Mass Service Invoicing task groups invoices by value.
Values:
For Customer
Per Business Location
Per contract
For Customer and Calculation Type
Per Framework Agreement
Payments Billing Method
The Posting Financing Installments and Posting Financing Installments Posting with Services mass task groups invoices based on the selected value.
Values:
Separately for a contract
Collectively for Customer
Collectively for the customer's business location
Collectively for Customer and Calc. Type
Collectively for a framework agreementFramework Agreement
A more detailed signature can be found is given in the Invoicing Sales Fakturace prodej
Acquisition Segment
Non-editable field
Empty by default
Value from the Acquisition Segments table according to the number of customer's tradable assets items in the Customer Potential Items table
The Acquisition Segment Code will be is entered into the field
Automatic Apply Tab
The setting is used in the Apply Customer Ledger Entries task described in Finance EN BC22.
The fields on this tab are described in Nastavení Finance Setup BC22.