Documentation >
MAC-PAC Reference and Help >
Reference File Categories >
CUSTOMER CLASS DEFAULTS
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.