Tab

• Customer
• Contact (User)
• Interest Area
• BP Access
• Location
• Bank Account
• Shipping Accounts
• Customer Accounting
• Tax Information

Customer

 

Critical Fields

1. Search Key : Used to maintain the Customer code and unique id number.(Use characters and numbers)
2. Group : We can give the customer group name from the Business Partner group master window. (Do not change the Group after the transactions)
3. Name : We can give the Customer name.(Ex : Customer 1)

Critical & onetime setup fields

Non-Critical Fields

1. Representative/Agent : Used to select the Agent name .
2. Payment Term : We can select payment term from the payment term master.
3. Payment Rule :  This is used to select the payment type.(Ex : Cash ,Check , On Credit)
4. Price List : We can select the Price list type from the price list master.(Ex :Sales)
5. Delivery Rule : We can select the delivery rule from the list.(After Receipt , Availablity, Manual)
6. Delivery Via : We can select the Delivery Type from the list .(Pick Up ,Shipper, Delivery)
7. Business partner Type :Used to select the Business partner type

Zoom condition’s

1. We can find the transactions by using this Customer.(EX :Quotation, Sales Order, customer po, Customer return, etc)

Contact (User)

Critical Fields

Critical & onetime setup fields 

Non-Critical Fields

Zoom condition’s

Validation

Interest Area

Critical Field :

1. Subscribe Date : This field is used to maintain the user Subscription starting Date
2. Opt-Out Date : It is used to maintain the date of Un subscription Date

Critical and One Time SetUp : 

1. Interest Area : It is used to select the Interested area from the master window.

BP Access

Critical Field : 

1. Access Type : It is used to select the access type for the user. These Types are available like Assets,Download,Business Documents,Requests.

Location

Critical Fields

1. Name : This Field is used maintain the location Name.(Ex : Location 1)

Critical & onetime setup fields

Non-Critical Fields

1. Country : We can select the country name from the list.(Ex : India)
2. State : We can select the state name from the list .(Ex : Tamil Nadu)
3. City : We can select the city name from the list.(Ex : Coimbatore)
4. Address Fields : Used to maintain the address of the location.
5. Postal Code : Used to give postal number.
6. Invoice Address Check Box : If we select the check box this location is used as an invoice location.
7. Ship Address Check Box : If we select the check box this location is used as a shipping location.
8. GST Registration Type: We can Select the GST Registration Type (Regular, consumer, Etc..)
9. GST Registration date: To enter the Registration date 
10. GST Legal Name: To enter the gst legal name
11. GST Number: To enter the GST number (Ex:22AAAAA0000A1Z5)
12. GST contact phone: To enter the gst contact phone number
13. GST Contact Person:To enter the GST Contact Person details
14. GST contact Person Email: To enter the gst contact person Email

Zoom condition’s

1. We can zoom and check the transactions by using this partner locations.(Ex : Invoice,..)

Validation

1. Save : Used to save the record.
2. Delete : Used to delete the existing record .

 

Bank Account

Critical Fields

1. Bank : We should select the bank name from the bank master.(Ex : State Bank)
2. Account Name : We should mention the Account Name .

Critical & onetime setup fields

Non-Critical Fields

1. User/Contact : We select the user contact name from the contact user tab.(Ex : Customer 1 )
2.  Account No : Used to maintain the Bank Account Number.
3. Bank Account Type : Used to select the Account type like Card,Cash,Checking,Current Account,Fixed Deposit ,OD,Recurring Deposit Account,Salary Account, Savings.
4. Account Usage : Used to maintain the usage like Direct Debit,Direct Deposit,Both,None.

Zoom condition’s

Validation

Shipping Accounts

Critical Fields

Critical & onetime setup fields

Non-Critical Fields

1. Shipper Account Number : We can give the shipper account number.
2. Partner Location : We can select the shipping location.(Refer location Master)
3. Shipping Processor : We can select the shipping processors.(Refer shipping processor Master Window)

Zoom condition’s

Validation

Customer Accounting

In this tab we can see the Accounting information, This is a read only window.

Tax Information

 

Critical Fields :

1.Pan Number: We can give the Pan Number
2.Tin Number: We can give the Tin Number

Critical & onetime setup fields :

Non-Critical Fields :

Zoom condition’s :

Validation :