Customer Tab

It contains customer data.

Field:

• Customer No.

  • completes the system automatically from the Contract Creation Wizard

  • non-editable

• Customer's Contact No.

  • The system automatically fills in the contact number from which the entered customer was created.

  • The field is not user-editable

• Customer Name

  • completes the system automatically according to the entered customer number

  • The field is not user-editable

• Registration Address Code

  • completes the system automatically from the card of the selected customer

  • The field is not user-editable

• Address

  • completes the system automatically according to the entered code of the registration address

  • The field is not user-editable

• Address 2

  • completes the system automatically according to the entered code of the registration address

  • The field is not user-editable

• POSTCODE

  • completes the system automatically according to the entered code of the registration address

  • The field is not user-editable

• Town

  • completes the system automatically according to the entered code of the registration address

  • The field is not user-editable

• Country/Region Code

  • completes the system automatically according to the entered code of the registration address

  • The field is not user-editable

• Corespondence Address Code

  • The field is editable, if a different correspondence address is to be used for this contract, the user selects from the list of alternative customer addresses

• Title

  • completes the system automatically according to the entered correspondence address code

  • The field is not user-editable

• Name 2

  • completes the system automatically according to the entered correspondence address code

  • The field is not user-editable

• Address

  • completes the system automatically according to the entered correspondence address code

  • The field is not user-editable

• Address 2

  • completes the system automatically according to the entered correspondence address code

  • The field is not user-editable

• POSTCODE

  • completes the system automatically according to the entered correspondence address code

  • The field is not user-editable

• Town

  • completes the system automatically according to the entered correspondence address code

  • The field is not user-editable

• Country/Region

  • the system automatically fills in the country code from the selected customer's card

  • The field is not user-editable

• Customer Business Place No.

  • selects the user from the customer's contact business location (customer location)

• Customer Business Place Name

  • non-editable

• Primary Contact No.

  • Fills up the system automatically

  • The field is not user-editable

• Primary Contact Name

  • Fills in the system automatically according to the entered primary contact number

• Telephone number; Mobile phone; Fax

  • These fields will be filled in automatically by the system according to the entered customer number

• Language Code

  • Populated automatically from the customer's language code

• VIP Category Code

  • In this field, the system displays the customer's VIP category code. The default VIP category code is set on the customer, the user can change it on the contract if one of the VIP codes does not have the "Can only be entered on contact" flag set.

• IDN; TIN; Registration No.

  • completes the system automatically from the card of the selected customer, non-editable

• Direct Debit

  • flag whether the client has given consent to the collection of instalments from his/her current account

• Customer Bank Account Code

  • In this field, when entering the customer number in the calculation/contract, the system will automatically fill in the customer's default bank account from which the customer will pay their receivables. The user can click on this field and select another customer account from the list of accounts

• Customer Bank Account No.

  • the system automatically fills in the customer's full account number according to the entered bank account code

  • The field is not user-editable

• Customer Bank Name

  • The system will fill in automatically according to the entered bank account code Account Name Customer

  • The field is not user-editable

• IBAN

  • completes the system automatically according to the entered bank account code IBAN of the customer's account

  • The field is not user-editable

• Customer SWIFT Code

  • the system will fill in the system automatically according to the entered SWIFT bank account code, the code of the customer's account number

  • The field is not user-editable