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Function Select

RF310S01 - Function Select

WILLIAMS                       COMMON FEATURES                         2/01/92

 DSP01                    REFERENCE FILE CATEGORY 310           FUNCTION SELECT

                                                                                

                                                                               

                   Category Name        CUSTOMER CLASS DEFAULTS                

                                                                               

                                                                               

                                                  CUSTOMER CLASS CODE                    

                   Category Key         IND                                     

                                                  XXX                                    

                                                                               

                                                                               

                   Request Code         2                                      

                                                                               

                                        1 - Add                                

                                        2 - Change                             

                                        3 - Delete                             

                                        4 - Inquire                            

                                                                               

                                                                               

                                                                               

 F2=Command          F3=Exit             F7=End Category     F8=Display List   

 F9=Inquiry                                                                    

                                                                               

 

 

The Customer Class Defaults category contains the user-defined customer classes and their defaults.  This code can be used for sales analysis by customer class.  The data for this record is used as customer default information if a customer class code is assigned to a customer.  Any default information can be overridden when the customer file is maintained.  This is not a required category.  If no records are created for this category, customer class codes cannot be used.

CUSTOMER CLASS CODE

Required.  This field identifies the customer class code for which information is being maintained.

Detail

RF310S02 - Detail

 WILLIAMS                       COMMON FEATURES                         6/04/94

 DSP01                    REFERENCE FILE CATEGORY 310                   INQUIRE

                                                                                

                   Category Name        CUSTOMER CLASS DEFAULTS                

                                                                               

                                                 CUSTOMER CLASS CODE                    

                   Category Key         001                                    

                                                                               

                                                                                

                DESCRIPTION                                   CURRENCY         PMT TERMS     ORDER LIMIT        

       Data STANDARD                                         BEF                      P2                      00001000000        

                TTTTTTTTTTTTTTTTTTTTTTTTT      XXX                     XX                      NNNNNNNNNNN        

                                                                               

                CREDIT LIMIT       B/O PRTY     ALLOW DISC/PART PMT/UNDER PMT        

       Data 00001000000         T                              Y        Y             

                NNNNNNNNNNN  XX                  Y       Y        Y            

                                                                               

                    DUNN MSG  A/R DAYS LIM  CHK TYP VAL PO  A/R AMT O/DUE              

       Data     Y          Y01         0       2     N0000100000               

                    Y          NNN       N       Y     NNNNNNNNNNN               

                                                                               

 F2=Command          F3=Exit             F9=Inquiry          F10=Function Select

                                                                               

                                                                               

 

 

CUSTOMER CLASS DESCRIPTION

Required.  Text describing this class.  No validation is performed.

CURRENCY CODE

Optional.  The default currency used by all customers in this class.  The currency code must be entered in a multi-currency environment.  If entered, the currency code must exist on the Currency Master File.

PAYMENT TERMS

Required.  This field determines how discounts, due dates, and installments are processed for customers in this class.  Payment terms must be defined through the Payment Terms Maintenance conversation.

ORDER LIMIT

Optional.  The maximum value allowed for a single order from a customer in this class.

CREDIT LIMIT

Optional.  A credit exception will be created if the amount of the current sales order plus the existing accounts receivable balance equals or exceeds this amount.

BACKORDER PRIORITY CODE

Optional.  The backorder priority code must be entered if the Order Processing module is installed.  If entered, the backorder priority code must exist on the Reference File (category 411).

ALLOW DISCOUNTS FLAG

Required.  Used to identify if cash discounts will be allowed for a customer in this customer class.  Valid entries are:

Y - Allow cash discounts.

N - Do not allow cash discounts.

ALLOW PARTIAL PAYMENTS FLAG

Required.  Used to identify if partial payments will be allowed for a customer in this customer class.  Valid entries are:

Y - Allow partial payments.

N - Do not allow partial payments.

ALLOW UNDERPAYMENTS FLAG

Required.  Used to identify if underpayment will be allowed for a customer in this customer class.  Valid entries are:

Y - Allow underpayments.

N - Do not allow underpayments.

PRINT DUNNING MESSAGES FLAG

Required.  Used to identify if dunning messages will be allowed for a customer in this customer class.  Valid entries are:

Y - Print dunning messages.

N - Do not print dunning messages.

A/R DAYS LIMIT

Optional.  A credit exception will be created if the number of days late equals or exceeds this limit.  This field defaults to zero if no value is entered.

CREDIT CHECK TYPE

Optional.  Must be a defined on Reference File category D37.  Used to determine the type of credit checking (if any) performed for a customer.

VALIDATE PURCHASE ORDER

Required.  This flag is used to determine whether or not PO number validation is to occur.  Valid values are 'Y' and 'N'.

A/R AMOUNT OVERDUE

Optional.  A credit exception will be created when the customer's past due accounts receivable balance equals or exceeds this amount.  This field defaults to zero if no value is entered.