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Customer templates

Customer templates

Owned by Lango: Language and translation manager
Last updated: Jan 13, 2025Version comment
5 min read

The Customer Template code list is used to create templates, which are then used to create a customer from a contact. Financial data is mostly set here. The settings from the templates are transferred to the created customer card.

A new entry can be entered via the "New" button in the ribbon.

General Tab

Field:

  • Code

    • It represents a unique code that the user enters manually. The code can be numeric, text, or a combination of numbers and text with a maximum length of 10 characters without spaces (it can be replaced by an underscore "_"). We recommend creating it in such a way that it is easy to remember and helps the user identify what the template is by looking at the code 

  • Description

    • User manually enters template description/specification

  • Contact Type

    • Specifies the type of contact that will be used to create a customer with the template

      • Company

      • Person

  • Closed (Blocked)

    • Specifies which transactions with the customer can't be processed, for example, because the customer is insolvent.

      • Empty

      • Supply

      • Invoice

      • All

  • No. Series

    • Specifies the number sequence that will be used to assign numbers to customers.

 Address and Contact Tab

Field:

  • Country/Region Code

    • The user selects the country/region code for the template.

    • When creating a customer from a contact and selecting a Customer Template, this field serves as a search criterion, i.e. Customer Templates that have the same Country/Region Code as the contact from which the customer is created are offered.

  • City

    • Specifies the customer's city

  • Kraj (Country)

    • Specifies the state, province, or county as part of the address.

  • Post Code

    • Specifies the customer's postal code

  • Language Code

    • Specifies the language you want to use for this customer on printouts.

    • The field is not used for leasing solutions

Invoicing tab

Field:

  • Bill-to Customer No.

    • Specifies another customer to be invoiced for the items that you sell to the customer in the Name field on the customer card.

  • Validate EU VAT Reg. No.

    • Specifies whether the VAT ID will be checked on the EU VAT number verification page

  • Validate Registration No.

    • Specifies whether the registration number will be verified by the registration number verification service.

  • 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.

    • The user selects the posting group for the customer template. The selected posting group will be copied to the customer's card in the same field. If it will be created from this customer template

  • VAT Bus. Posting Group)

    • Specifies the customer's VAT specification to link to a transaction created for this customer.

    • The user selects the posting group for the customer template. The selected posting group will be copied to the customer's card in the same field if it is created from this customer template

  • Customer Posting Group

    • Specifies the type of customer market to link to business transactions.

    • The user selects the posting group for the customer template. The selected posting group will be copied to the customer's card in the same field if it is created from this template

Prices and Discounts:

  • Currency Code

    • The user selects the currency code for the template from the Currencies code list.

    • When creating a customer from a contact and selecting a Customer Template, this field serves as a search criterion, i.e. Customer Templates that have the same Currency Code as the contact from which the customer is created are offered

  • Customer Price Group

    • Specifies the customer price group code that you can use to set up special sales prices on the Sales prices page.

    • The user selects a price group for the customer template. The selected group will be copied to the customer's card in the Customer Price Group Code field. If it will be created from this customer template

  • 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 Discounts window.

    • The user selects a discount group for the customer template. The selected group will be copied to the customer's card in the Customer Discount Group field. If it will be created from this customer template

  • Allow Line Disc.

    • Specifies whether to calculate a sales line discount when a special sales price is offered, according to the settings on the Sales prices page.

  • Invoice Disc. Code

    • Specifies the code for the invoice discount terms that you have defined for the customer.

    • The user selects an invoice discount, or fills in manually, for the given customer template. The selected code will be copied to the customer's card in the same field if it is created from this customer template

  • Prices Including VAT (Prices Including VAT)

    • Specifies whether to display the price, including VAT, in the Unit Price and Line Amount fields on document lines.

Payments tab

Field:

  • Application Method

    • Specifies how to apply payments for this customer's ledger entries.

      • Manual

      • Settle Oldest

  • Partner Type

    • Specifies for direct debits whether the customer from whom the payment is collected is a person or a company.

  • Intrastat Partner Type

    • Specifies for Intrastat reporting whether the customer is a person or a company.

  • Payment Terms Code

    • Specifies a code that indicates the payment terms that you can request from the customer.

    • The user selects the payment terms code for the customer template. The selected code will be copied to the customer's card in the same field. If it's created from this customer template.

  • Financing Pay.Terms Code

    • Calculate invoice due days for financing contract payment calendar lines

  • Sales Price Payment Terms Code

    • Salary Code. The condition is used when invoicing the sale of a vehicle from the object card

  • Payment Method Code

    • Specifies how the customer typically sends a payment, such as by bank transfer or check.

    • The user selects the payment method for the customer template. The selected code will be copied to the customer's card in the same field. If it's created from this customer template.

  • Reminder Terms Code

    • Specifies how reminders for late payments from this customer are handled.

  • Fin. Charge Terms Code

    • Specifies whether to calculate finance charge charges for the customer. Payment Method Code

  • Print Statements

    • Specifies whether to include this customer when you print the Account Status report

  • Do not use payment variance (Block Payment Tolerance)

    • Specifies whether to include this customer when you print the Account Status report.

Shipping Tab

Field:

  • Shipment Method Code

    • Specifies the delivery method used to deliver the items to the customer. The user selects the delivery method for the customer template. The selected code will be copied to the customer's card in the same field. If it's created from this customer template.

Automatic Apply Tab

The setting is used in the Apply Customer Ledger Entries task described in Nastavení Finance BC 22.

The fields on this tab are described in Nastavení Finance BC 22.