Customers

Pick list used to select the kind of report to run. Users with permission can create unlimited user versions of any customer report and also determine which reports each user will see in this field. Options are:

• Bill-to Company - Displays the name and location details of Bill-to Companies. All dmship values are available for display on this grid. Selecting this report type disables the "As Of Date" and "Ship-to Company" filters.
• Bill-To Facilities - Displays the Bill-To Facility fields based for all filtered Bill-To Companies.
• Bill-to and Ship-to Companies - Displays the name and location details of Bill-to and Ship-to Companies. Bill-to and Ship-to User Defined Fields are also available to this report. Selecting this report type disables the "As Of Date" filter.
• Collections - Web only report that displays Sales Orders that are past due for collections along with anticipated cash dates. Only records with a Collection date and that are past due will be displayed on this report. Also, when running the Collections report the system will not honor the "Restrict SO Reports To Entered By This User" restriction via System > Maintenance > User Restrictions. This is done so that any person can complete collections for any Sales Orders and drill into the detail to print an invoice, if necessary.
• Credit Details - Displays the information from the Credit tab for the selected Bill-To Companies.
  • All fields in the dmbill (Bill-To Companies) table are available to the grid in this report.
• Pricing Sheet - Web only report that displays a list of sales prices based on the selections made in the pre-filter. Contains the same information as the Sales > Order Reporting "Pricing" report, except that the Pricing Sheet report contains Bill-to Company and Broker information. Selecting this report type disables all filters other than "As Of Date", "Bill-to Company", and "Ship-to Company".
• Receivables Detail - Displays Sales Order lines and the associated collection details.
  • Terms User-Defined Fields are available to the grid in this report.
• Receivables Summary - Billing Group - Displays a summary of current and future receivables by Billing Group.
  • The security setting "Accounting -- View A/R" must be set to yes in order for users to access this report.
  • These variables/columns are available to the grid layout for this report: totdue91_120 - sums any receivables that are 91 to 120 days old. totdue121 - sums any receivables greater than 120 days old. Added to assist companies with distinguishing between receivables that are only 90 days overdue from those that are more than 120 days overdue.  120+ past due invoices may be uncollectable and may need to be categorized separately in summarized reports.
• Receivables Summary - Bill-to - Displays a summary of current and future receivables by Bill-to.
  • These variables/columns are available to the grid layout for this report: totdue91_120 - sums any receivables that are 91 to 120 days old. totdue121 - sums any receivables greater than 120 days old. Added to assist companies with distinguishing between receivables that are only 90 days overdue from those that are more than 120 days overdue.  120+ past due invoices may be uncollectable and may need to be categorized separately in summarized reports.
• Receivables Summary - Ship-to - Displays a summary of current and future receivables by Ship-to.
  • These variables/columns are available to the grid layout for this report: totdue91_120 - sums any receivables that are 91 to 120 days old. totdue121 - sums any receivables greater than 120 days old. Added to assist companies with distinguishing between receivables that are only 90 days overdue from those that are more than 120 days overdue.  120+ past due invoices may be uncollectable and may need to be categorized separately in summarized reports.
• Ship-to Company - Displays the name and location details of Ship-to Companies. All dmship values are available for display on this grid. Selecting this report type disables the "As Of Date" and "Billing Group" filters.
• Ship-To Facilities - Displays the Ship-To Facility fields based for all filtered Ship-To Companies.

Pick list used to select how the data will be ordered and how the Start and End Dates will be used. Options are:

• Last Credit Note
• Next Action

If a date is selected, only records with the "Date Based On" property dated on or after the selected date are displayed in the generated report.

If a date is selected, only records with the "Date Based On" property dated on or before the selected date are displayed in the generated report.

Results for collections, pricing, and receivables reports will be calculated as of the date selected.

Search field used to select a specific Bill-to Company.

Search field used to select a specific Ship-to Company.

Search field used to select a specific Ship Via Method.

Search field used to select a specific Billing Group.

Pick list used to determine which Bill-to Companies are displayed. Options are All, Active, and Inactive.

• This field also determines if Active, Inactive or All Bill-to Companies will be displayed in the Bill-to Company search box field above. For example, if Inactive is selected in this field, users will only see inactive Bill-to Companies when you they click in on the search box icon in the Bill-to Company field.

Pick list used to determine which Ship-to Companies are displayed. Options are All, Active, and Inactive. 

Search field used to select a specific Facility.

Search field used to select a specific Facility Group.

Search field used to select a specific Bill-To DBA. Disabled when using Report Type of "Ship-To Companies", "Ship-To Facilities", or "Receivables Summary/Ship-To".

Search field used to select a specific Ship-To DBA. Disabled when using Report Type of "Bill-To Companies, "Bill-To Facilities", or "Receivables Summary/Bill-To".

Search fields used to select user-defined data. Captions are defined in System > Maintenance > Captions.

Search field used to select a specific Currency.

Search field used to select a specific Sales Rep.

Search field used to select a specific Sales Assignment Category.

Pick list used to filter Sales Orders based on the Sales Reps assigned, or the Sales Reps assigned to a specific sales rep manager. Options are:

• All - Displays all results regardless of the Sales Rep selected on the pre-filter (except if the user is restricted to a sales rep)
• Assigned - Displays orders assigned to the Sales Rep selected on the pre-filter, regardless of if the rep has a "Yes" or "No" under Primary on the Edit Sales Rep form for the order.
• Assigned / Manager - should display orders assigned to the sales rep selected on the pre-filter, as well as any orders where the sales rep specified on the pre-filter is set as the manager of the sales rep on the order based on the hierarchy, if present, when clicking the "View Tree" button on the Edit Sales Rep form. NOTE: This could be multiple levels deep where the manager is set on a sales rep who is then set as the manager on another sales rep, etc.
• Assigned / Not Primary - Displays orders who have the Sales Rep selected on the pre-filter set with a "No" under Primary.
• Assigned / Primary - Displays orders who have the Sales Rep selected on the pre-filter set with a "Yes" under Primary.

If a Territory is selected, only Customers containing Sales Reps assigned to the specified Territory will be displayed.

• Users can be restricted to a specific Territory via System > Maintenance > User Restrictions.
• If a user is restricted to a Territory Group, only the Territories assigned to the restricted Territory Group will be displayed in this field.

If a Territory Group is selected, only Customers whose Sales Reps are assigned to Territories assigned to the specified Territory Group will be displayed.

• Users can be restricted to a specific Territory Group via System > Maintenance > User Restrictions.

Search field used to select a specific Broker. Additionally, if a Broker is selected, the Bill-to and Ship-to search fields will filter records restricted to the selected Broker.

Search field used to select specific Terms.

Search field used to filter for records that have the selected Work Flow assigned.

Search field used in conjunction with the "Work Flow Type" field to filter for records that have the selected Work Flow Sequence assigned, but not yet completed.

Only available to the Bill-to Company, Bill-to and Ship-to Companies, and Ship-to Company report types. Print mail merge document using predefined letter template.

Only available to the Bill-to Company, Bill-to and Ship-to Companies, and Ship-to Company report types. Runs the Receivables Detail report.

Only available to the Bill-to Company, Bill-to and Ship-to Companies, and Ship-to Company report types.

If clicked, any changes to the record selected will be re-assigned to all Sales Orders based on the starting date defined in the button window. In other words, if credit terms are updated for the selected Bill-to Company and this button is used, all orders with this Bill-to Company assigned will be subject to the new terms (assuming the record is also flagged to "Use Bill-to/Ship-to Credit Limit"). 

• This button changes all Sales Order Types and modifies orders in all statuses including Not Shipped, Shipped, Invoiced, and Paid. Historical copies of these orders are updated as well.
• Use this button with caution as the action cannot be undone.

Only available to the Bill-to Company, Bill-to and Ship-to Companies, and Ship-to Company report types. Runs an Orders report. Will also show Inter-Company Transfer Orders.

Only available to the Bill-to Company, Bill-to and Ship-to Companies, and Ship-to Company report types. Runs the Cash Receipts by Payment report.

Only available to the Collections, Receivables Detail, Receivables Summary - Bill-to, and Receivables Summary Ship-to report types. Loads the Order History for the selected record.

Only available to the Collections and Receivables Detail report types. Allows the user to change the Anticipated Cash and Collection Dates and enter Remarks and/or Notes.

Only available to the Pricing Sheet report type. Prints the item labels assigned to the selected record.

Only available to the Pricing Sheet report type. Loads the details of the back orders created from the selected original order.

Only available on the Edit Bill-to Company form. Click to create a new Ship-to Company for the selected record.

Choose an Email to send to this customer from a list of Email Templates. Once an Email Template is selected, a draft email is generated to the email address entered on the General tab.

Click to display the Sales Order Summary report for the selected customer. Excludes cash sales based on system options or temporary override.

Click to display the Cash Receipts by Payment report for the selected customer. Excludes cash sales based on system options or temporary override.

Click to copy the address information contained on the customer record and sync it to the Address tab of the linked Contact record. 

Click to display the A/R Ledger report for the selected customer. Excludes cash sales based on system options or temporary override.

Used in conjunction with the Deacom FedEx and UPS processes. Requires that a Street and Zipcode have been entered on the customer record first. Once this button has been clicked, FedEx/UPS will return a validated address.

• If customers are using both FedEx and UPS, and therefore have credentials for both entered in Sales > Options > APIs, the system will display a form with an option to select which process the address will be validated for.
• If customers are only using one of the processes, the form will not be displayed and address validation will continue for the process being used.

Choose a Letter to send to this customer from a list of Letter Templates. All of the customer information and the summary credit statistics from the history box are available to be used in a mail-merge type of Word document.

Click to display the Receivables Detail report for the selected customer. Excludes cash sales based on system options or temporary override.

Click to display the Contacts that have been linked to the customer record via CRM Reporting.

Click to display a modifiable list of the Customer Part Cross References, where the Customer’s Part Number and Description can be entered for the Company’s parts.

• Existing records can be modified from here, but must be added through Inventory > Item Master > click "View" > select desired Part and click "Bill-tos/Ship-tos" > click "Add".

Only available on the Edit Bill-to Company form. Click to update all order defaults and sales reps, including the Territory, for the linked Ship-to Companies so they match the Ship-to Defaults specified on the Bill-to Company. A confirmation prompt will appear asking the user if they wish to proceed.

Only available on the Edit Ship-to Company form. Click to copy the fields on the General tab of the Bill-to Company and sync to the selected Ship-to Company record.

Only available on the Edit Ship-to Company form. Used in conjunction with the Deacom FedEx process. Requires that a Street and Zipcode have been entered on the customer record first. Once this button is clicked, the system uses the address and Facility from the Ship-to record to calculate the shipping zone number using FedEx APIs. These shipping zone numbers can be found at: http://www.fedex.com/ratetools/RateToolsMain.do. 

• Note: The "Facility" field on the Ship-To record is not a required field, however, a facility is required when using this button. Therefore, when clicking this button, the system will perform the following actions:
  • If the "Facility" on the Ship-To record is populated, the system will perform the zone calculation as before.
  • If the "Facility" field is empty, the system will check for a default Bill-To.
    • If none exists - A prompt will display indicating that a facility value must be entered.
    • If one exists - the system will use the facility on the Bill-To record to calculate and store the zone on the Ship-To.

Displays as "Bill-to Company" on Bill-to records and as "Ship-to Company" on Ship-to records. Used to store the name of the company.

• Multiple Bill-to Companies may have the same Name, provided other information on the record such as Address, Zipcode, City, and/or State are different.
• Multiple Ship-to Companies may have the same Name, provided other information on the record such as Address, Zipcode, City, and/or State are different. When a new Ship-to is created with the same Name as a previous record, the system will prompt the user asking them to confirm the action.

Displays the Contact name. This field is displayed when drilling down from the Receivables Summary-Bill-to report in Sales > Order Reporting. Companies should use this field to indicate the person to call when performing collection calls.

Displays the company's phone number.

Displays as "Bill-to Number" on the Edit Bill-to Company form and as "Ship-to Number" on the Edit Ship-to Company form. Stores a unique number automatically generated and assigned to new records.

Used to store the street address for the company.

Used to store the address information for the company.

Used to store an optional User ID.

Only on the Edit Ship-to Company form. Displays the FedEx Shipping Zone Number when using the "Calculate Zone" button on the Ship-to Company header. Additional information is contained in the "Calculate Zone" button description.

Only on the Edit Ship-to Company form. Used in conjunction with the Sales Calendar shipping map to define the latitude coordinates for the selected company. This field is also used in conjunction with the Avalara Sales Tax integration to define the latitude coordinates that will be used when calculating sales taxes. If a value is specified in this field, and Avalara is being used, the system will use this value, together with the value in the "Degrees Longitude" field below, to calculate tax rates instead of the street address on the Ship-To company record.

• This field is useful for situations where Ship-to locations can only be defined by GPS coordinates rather than an address.
• The shipping map will first check for values in the "Latitude" and "Longitude" fields before referencing "Address" fields.
• A negative "Latitude" value represents south and a positive "Latitude" value represents north.

Only on the Edit Ship-to Company form. Used in conjunction with the Sales Calendar shipping map to define the longitude coordinates for the selected company. This field is also used in conjunction with the Avalara Sales Tax integration to define the longitude coordinates that will be used when calculating sales taxes. If a value is specified in this field, and Avalara is being used, the system will use this value, together with the value in the "Degrees N Latitude" field above, to calculate tax rates instead of the street address on the Ship-To company record.

• This field is useful for situations where Ship-to locations can only be defined by GPS coordinates rather than an address.
• The shipping map will first check for values in the "Latitude" and "Longitude" fields before referencing "Address" fields.
• East longitudes are positive. West longitudes are negative. When adding longitude values for US-based Ship-To companies, almost all longitudes will be negative. Example: 99.00 W should be entered as -99.00.

Only on the Edit Bill-to Company form. Search field used to assign a Billing Group to the company. 

Search field used to select the phone mask/county code of the selected company. Masks for the country code may be specified via System > Maintenance > Country Codes.

Used to store the Fax information of the company.

Used to store the email address of the company. A semi colon may be used between each email address when adding multiple addresses in this field.

Only on the Edit Bill-to Company form. Used to store information for User1.

Used to store the name of the person to be addressed in emails/faxes.

Search field used to select a Salutation to be used in emails/faxes.

Pick list used to determine how partial or short shipments will be handled for the selected company. The default "Short Ship" value when creating new Bill-to Company records is set by the "Short Ship" field selection in Sales Options. Options are:

• Allowed With Backorder - Allows the Sales Order to be short shipped with a backorder automatically created.
• Allowed Without Backorder - Results in the Sales Order being short shipped, but no backorder is created.
• Not Allowed - Prevents the user from short shipping the order with a notification that the Bill-to Company does not allow it. To proceed, the user must ship the order in full.
• Follow Bill-to - Only available on the Edit Ship-to Company form. If selected, results in the short shipment value specified on the Bill-to Company record being used.

The "Short Ship" selection on the Ship-to Company is evaluated first when shipping a Sales Order. Orders containing multi payment terms cannot be short shipped. Note also that individual Items may also be set for inclusion or exclusion from backordering via the "Allow Backorders When Shipping" flag on the Properties tab of the Item Master record.

Only on the Edit Bill-to Company form. Search field used to specify the part that will be used when accepting short and/or over payments from this company.

Only on the Edit Bill-to Company form. Search field used to specify the default Work Flow used when creating rebill Sales Orders during the short/over payment process.

Used to specify a Doing Business As name.

Displays as "Bill-to Notes" on the Edit Bill-to Company form and as "Ship-to Notes" on the Edit Ship-to Company form. Memo field used to store general notes about the company.

Memo field used to store pop-up notes for order entry. When the selected Customers are added on an order, these notes will pop-up for display. Order Pop-up Notes also display when using the Direct Store Delivery application but are not available in the Warehouse Management System application.

• Order Pop-up Notes display both when creating and modifying orders.

Memo field used to store pop-up notes for shipping. When orders for the selected Customers are shipped, these notes will pop-up for display. Ship Pop-up Notes also display when using the Direct Store Delivery application but are not available in the Warehouse Management System application.

Only on the Edit Bill-to Company form. Pick list used to select a location to print invoices to. The default value for this field is set via Sales Options. Options are:

• Email - The generated invoice will print to the Email defined on the General tab of the selected record.
• Fax - The generated invoice will print to the Fax defined on the General tab of the selected record.
• Printer - The generated invoice will print to the selected printer.
• Statement Only - The generated invoice will print as a statement.

Option to define the email address to be used when printing Invoices to email via Prints Outs > Invoices. If this field is left blank, the system will use the email in "Email" field on the General tab of the Edit Bill-To form.

• This option supports cases where one user receives Invoices and another receives Customer Statements.
• This applies to both Manual and Automatic Email Types (which are set on the Invoices pre-filter)

Only on the Edit Bill-to Company form. Pick list used to select a location to print statements to. The default value for this field is set via Sales Options. Options are:

• Email - The generated statement will print to the Email defined on the General tab of the selected record.
• Fax - The generated statement will print to the Fax defined on the General tab of the selected record.
• No Statement - The statement will not print a physical copy, but statements may be printed via Print Outs > Customer Statements.
• Printer - The generated statement will print to the selected printer.

Option to define the email address to be used when printing Customer Statements to email via Prints Outs > Customer Statements. If this field is left blank, the system will use the email in "Email" field on the General tab of the Edit Bill-To form.

• This supports cases where one user receives Invoices and another receives Customer Statements.
• This applies to both Manual and Automatic Email Types (which are set on the Customer Statements pre-filter)

Option to determine if invoices will be emailed manually or automatically when using the "Follow Bill-To" setting in the "Email Type" field on the Print Outs > Invoices pre-filter.

• Email invoices are generated via two different options: The "Print Invoice To" field on the General tab of the Bill-to record or when selecting "Email" as the Print To option on the Copies To Print form during invoicing.
• If set to automatic and the "Email Type" field on Print Outs > Invoices is set to "Follow Bill-To," invoices will be emailed to the email addresses specified on the General tab of the Bill-To record, with the subject line being automatically populated.
• If set to manual and the "Email Type" field on Print Outs > Invoices is set to "Follow Bill-To," users will receive the "Send Email" form.

Only on the Edit Bill-to Company form. Search field used to select the DSD Layout that will be used to generate invoices for the selected company when using the Direct Store Delivery application. If a report is not specified in this field, the default DSD Invoice Layout will be used.

Stores a sales quota for the company. The "Sales Quota" field is available to many of the sales reports throughout Deacom. 

Displays as "Bill-to PO Mask" on the Edit Bill-to Company form and as "Ship-to PO Mask" on the Edit Ship-to Company form. Stores a mask for the Purchase Order numbers used by the company.

Displays as "EDI Bill-To PO Days" on the Edit Bill-to Company form and as "EDI Ship-To PO Days" on the Edit Ship to Company form. Indicates the number of days duplicate POs are NOT allowed for the selected Bill-To/Ship-To.

• The "Allow Duplicate Bill-To PO in EDI" or "Allow Duplicate Ship-TO PO in EDI" field must be checked prior to using this field.
• If set to "0", the system will not check for duplicates.

Displays as "Allow Duplicate Bill-To PO in EDI" on the Edit Bill-to Company form and as "Allow Duplicate Ship-To PO in EDI" on Edit Ship to Company form. If checked, the EDI Bill-To/Ship-To PO Days field above becomes active. There you enter the number of days there cannot be a duplicate.

If checked, the system will conditionally add serial numbers to lots at the time they are reserved to a Sales Order using this Ship-To Customer, either through the main application or in WMS.

• The field is available both on the Bill-To and Ship-To records. The field on the Bill-To record sets the default when new Ship-Tos are created from that Bill-To.
• Serial numbers are applied to stocked, non serialized parts on the sales order.
• The serial number value (fi_serial) is generated based on the Unit Serial # Gen field in Inventory > Options.
• Parts that are stocked and already have the pr_serial or pr_serialcont flag set to TRUE will not have serial numbers applied as a result of this flag. Rather, they will go thru the normal serialization process.
• If the user chooses to create a master lot during the reserving process, all of the now serialized lots will be assigned to the master lot that is created. Also, If print label is checked, one label per new serialized lot will be printed.
• Helps reduce the number of clicks for users when reserving in the WMS application.

Asset account to which customer invoices are debited and customer payments are credited.

• The account specified on the Bill-to Company will not be the default on the Misc 2 tab of the Sales Order Entry form unless there is a corresponding GL account with a Facility override.
• With regard to setting up foreign companies and conducting transactions, when creating an AR account specifically for a foreign company, use an account number without a Facility override. For example, create "1319-0" for "AR - Switzerland Franc" then create the corresponding accounts for the Facilities, i.e. "1319-1", "1319-2", etc.

Only on the Edit Bill-to Company form and only available when selecting a CC Processor type of "3 Delta w/ Card Vault." In this case, the field is required.

• The system provides a default value in this field which is a combination of the Bill-to name (bi_name) and Bill-to ID (bi_id). If users do not wish to keep the default, they can provide their own value in this field. The value in this field may contain numbers and characters. The field is used for grouping purposes when viewing transactions in 3 Delta reports and when the value is entered by users it usually contains a reference to a group of customers or customer location.

• Replaces "Card Vault ID".
• Only on the Edit Bill-to Company form.

• The system provides a default value in this field which is a combination of the Bill-to name (bi_name) and Bill-to ID (bi_id). If users do not wish to keep the default, they can provide their own value in this field. The value in this field may contain numbers and characters. The field is used for grouping purposes when viewing transactions in 3 Delta or NET1 reports and when the value is entered by users it usually contains a reference to a group of customers or customer location.

Only on the Edit Bill-to Company form. Search field used to select a Credit Card Processor to use when accepting payments made via credit card. Takes priority over the Facility CC Processor set in Inventory > Maintenance > Facilities > Sales tab.

Only on the Edit Ship-to Company form. Pick list used to select a location to print Document Groups to when shipping orders for the selected company.

• For the Document Group to print, the "Print Document Group After Shipping" flag must be checked on the shipping form, and a Document Group must exist on the order.

  • This flag may be set to be checked by default by checking the "Print Sales Docs After Shipping" flag in System > Options > Sales 1 tab (if using version 16.00 or prior) or in Sales > Options > Shipping tab (if using version 16.01 or later).

  • The default value for this field is "Printer". Options are:

    • Email - If selected, the documents will attach to an email drafted to the address specified on the Ship-to Company.

    • Printer - If selected, the documents will print to the selected printer.

Only on the Edit Ship-to Company form. Pick list used in conjunction with FedEx shipping to select if the ship-to location is a business, residential, both, or unknown. A default value of None is also available for those not using FedEx for shipping. When saving a ship-to company or a sales order and using address validation through FedEx, the value in this service type field will be sent with the address to FedEx to confirm that it matches the type that the address has set in FedEx's system.  If the address does not match FedEx's system, a validation prompt will appear indicating the correct type and ask the user if they want to change the address. If Yes is clicked, the system will set the value in this field to be the one displayed in the prompt. When saving a ship-to company or a sales order, if the ship via method has a FedEx service type that cannot be used for the service type set on the ship-to, a prompt will appear indicating "This ship via method does not ship to <<sh_svctype>> addresses.  Please change the ship via method."

• Example: If the FedEx service type set on the ship via method is FedEx Home, and the Ship-To company has an sh_svctype of 'Business', the ship via method would not be able to be used.

Options are:

• Business
• Mixed
• None
• Residential
• Unknown

Available on the Bill-to and Ship-to Company form. Displays the last date the address for the selected Bill-to/Ship-to was validated when using the "Validate Address" button or the automatic address validation process as defined in Sales > Options > APIs.

Search field used to select a specific Language set for the record. When documents are printed for orders/transactions, the Language specified on the company will be used.

• Useful in situations where Captions on documents for Vendors or Customers will be different than the Language assigned to specific users.
• Users can specify a Culture for the language which allows sales part forms and reports to print the date/time/number formatting for that Culture based on the Language selected on the Bill-To/Ship-To record.

If checked, this record is active. Only active records may be used in the system.

If checked, Sales Orders entered for this company will require a Purchase Order number.

Only on the Edit Bill-to Company form. If checked, the company is subject to service and finance charges.

Only on the Edit Bill-to Company form. If checked, line item prices and the total order amount will be displayed on pole displays when using the Point of Sale application. Checked by default when creating new Bill-to Companies. 

Only on the Edit Bill-to Company form. If checked, payments for this company are not allowed to be made via the Point of Sale application.

If checked, the selected record may be selected when managing orders in the Direst Store Delivery application. 

Only on the Edit Ship-to Company form. If checked, a signature will be required when processing orders for this company using the Direct Store Delivery application. 

If checked, only assigned Customer Parts may be used when entering Sales Orders for the selected company.

• Used to control the items and associated details a company is approved to purchase.

Only on the Edit Bill-to Company form. If checked, the "Create Rebilling SO" flag will be checked by default when processing short/over payments for this company via the Short/Over Pay form.

If checked, and the user lot/item combination being returned matches a user lot/item combination in the system, the Lot Attribute 1, 2, and/or 3 fields (if all three flags are checked) on the existing lot will be copied to the new user lot when shipping a negative quantity Sales Order.

• Note: These fields also appears on the Order Defaults tab of the Bill-to record.

Search field used to assign a Broker to the company. 

Search field used to assign a Facility to the company.

• If a Facility is entered in the "Transfer Facility" field on the Ship-to Company Order Defaults tab, the Facility entered in this field must be different.

Search field used to select a user-defined value. Field captions are defined via System > Maintenance > Captions and the associated values are defined via Sales > Maintenance > Sales User 1-5. 

Search field used to select a Ship Via Method. Deacom offers different types of configuration options regarding Ship Via Methods as listed belo

• When entering a Sales Order in the main Deacom application, the "Ship Via" field on the Misc 1 tab of the Sales Order will default to the Ship Via defined on the selected Ship-to Company, but may be overridden.
• When entering a Sales Order in the Direct Store Delivery application, the Ship Via defined on the selected Ship-to Company will be the default.
• When shipping an order using DSD, the Ship Via on the order will be set to the DSD Ship Via method as specified in "Route Options".
• The system will automatically perform a validation check with FedEx when saving a Ship-To record and selecting a Ship Via with a FedEx Service Type to ensure the address specified on the Ship-To Company record is valid for the FedEx Service Type selected. If the FedEx Service Type is not valid for the specified address(es), the system will display an invalid service type prompt and the Ship-To record may not be saved until the correct Service Type is selected.
• Facility and order type (sales or purchase order) restrictions can be defined for Ship Via Methods.

Only on the Edit Ship-to Company form. If set, provides the default Order Priority when entering Sales Orders, but may be overridden.

Search field used to select a Freight Type.

Search field used to select a Currency. 

Search field used to select a Document Group. 

Search field used to select a Print Substitution Group.

• The Inventory Options contain a "Print Substitution" field which allows for the company-wide configuration of a default Print Substitution source. If this field is set to "Ship-to Company", the Print Substitution Group selected on the Ship-to Company record will populate on the Misc 1 tab of the Sales Order.

Search field used to select a Work Flow to use by default when entering Sales Orders for the selected record. 

Specifies the shelf life percentage. Also available on the Edit Ship-to Company form and Customer Part References.

Specifies the shelf life in days. Also available on the Edit Ship-to Company form and Customer Part References.

Only on the Edit Ship-to Company form. Search field used to select a Transfer Facility for use with Inter-Company Transfers.

• If a Transfer Facility is specified, the "Order Type" for new Sales Orders created for the selected Ship-to Company will automatically be defaulted to "Inter-Company Transfer".
• Ship-to Companies may not have both a "Transfer Facility" and "Invoicing Facility" default. If a user selects a "Transfer Facility" when an "Invoicing Facility" has already been specified, the system will accept the "Transfer Facility" selection and remove the "Invoicing Facility" value.

Only on the Edit Ship-to Company form. Search field used to select an Invoicing Facility for use with Cross-Facility orders.

• If an Invoicing Facility is specified, the "Order Type" for new Sales Orders created for the selected Ship-to Company will automatically be defaulted to "Cross-Facility".
• Ship-to Companies may not have both a "Transfer Facility" and "Invoicing Facility" default. If a user selects a "Transfer Facility" when an "Invoicing Facility" has already been specified, the system will accept the "Transfer Facility" selection and remove the "Invoicing Facility" value.

Only on the Edit Ship-to Company form. Search field used to select a Project. 

If checked, the company is exempt from paying sales tax when shipping from a Facility which has a Tax Region specified.

Optional. Text field used to indicate a tax exemption code for this customer when using the AvaTax integration with Deacom. The value in this field is mapped to the Entity Use Code in the AvaTax API and is sent when the sales order is shipped.

• This field is only enabled when the "Tax Exempt" box above is checked.
• The "Include Tax-Exempt Orders in Tax APIs" field in Sales > Options must be checked for this Tax Exemption Code to be sent.

Date the tax exemption certificate expires. Users can key in the expiration date manually or select a date from a calendar form by clicking on the "Calendar" button.

Only on the Edit Ship-to Company form. If checked, the Ship-to Company's Tax Region(s) will override any Tax Regions that are specified on the shipping Facility.

Only applicable when header Jobs are created from Sales Orders. 

• If an item is overproduced on a header Job, meaning the final quantity made on the Job is greater than the original quantity, the additional quantity is automatically reserved to the Sales Order.
• If this flag is checked, any excess inventory will automatically be un-reserved when shipping the Sales Order. In this case, the user will receive a prompt on the shipping form indicating this has occurred.
• If this flag is not checked, any excess inventory will be reflected in the ship quantity ready to be shipped. No prompt will be displayed indicating that excess reserved inventory is set to ship.

Restricts or permits users to view and select the selected company record when running management reports or performing functions such as entering Sales Orders.

• If checked, this Customer will be available to all users to select on orders and view in management reports, regardless of the restrictions on the user. This also allows a default Facility to be specified on the company record while still allowing users who are not restricted to that Facility to select it on orders.
• If not checked, the system will restrict user's ability to view the company in management reports and select it when performing functions.

Determines if the "Do Not Post Inventory" flag will be checked by default on the Edit Sales Order Line form for each line on Sales Orders for the selected company.

• If the "Do Not Post Inventory" flag is checked, the Sales Order is to be used for credit only, the customer is not returning physical product, and inventory costs will not be posted.
• If the "Do Not Post Inventory" flag is not checked, the Sales Order will be used to facilitate the return of physical product (e.g. RMA).

Determines if materials finished in make to order scenarios will be reserved to sales orders or placed into regular inventory. This field is a selection box offering the three options listed below. The default setting for this field is "Reserved". This is based on the typical make to order scenario where inventory will be directly reserved to the sales order linked to the job that fulfills the order requirements.

• Reserved - finished lots will be directly reserved to the linked sales order.
• Inventory - finished lots will not be reserved to the link sales order and may be used to reserved to other sales orders in the system.
• Staging - finished lots will be staged to the linked order and must be final staged to complete the reserved process. This option is useful in situations where inventory will be placed in a shipping area for a period of time and may require an additional confirmation, check, or reservation of the inventory in the system.

Notes:

1. This field is present on the "Ship To Defaults" tab of the Bill-To Customer record and acts as the default when creating new Ship-To Records.
2. The field on the Ship-To record in turn acts as the default setting on the Edit Sales Order Line form.

Search field used to select the default Terms for the selected company.

• ID links to table dmterm, which holds Term definitions.

Option to specify a Payment Type which can be used to filter orders for this customer when performing cash receipts.

• Once selected in this field, users will be able to filter for this Payment Type on the cash receipts pre-filter. The system will only return orders where the Payment Type on the order matches the Default Payment Type entered here.

Number of days that an unpaid invoice can be outstanding before new Sales Orders are put on credit hold.

• Example: If Terms are "Net 60", enter "5" in this field to have the system raise a warning when an invoice is 65 days past due.
• With the proper security, certain Users or User Groups may override this setting.

The maximum number of days that an unpaid invoice can be outstanding before new Sales Orders are put on credit hold.

• This cannot be exceeded, even if the user has security to override the "Past Due Days".
• If the value in this field is reached, new orders must be entered with a status of Credit Hold.
• Using the example above, if "Never Exceed Days" is "10", the system will not accept orders after a company account is 10 days past due.
• Should not be less than "Past Due Days".

Defines the number of days that should be subtracted from a Sales Order's "Due To Ship" date to determine if the order is included in credit check calculations.

• Useful for companies who have future confirmed orders (for example, one year out) that should be excluded from the customer's credit.
• Example: Assume this field is set to "30", the current date is 06/01/2018, and the below two orders exist:
  • Order 1 Due To Ship Date = 07/31/2018 - this order would not be included in credit check calculations because 07/31/2018 - 30 = 07/01/2018
  • Order 2 Due To Ship Date = 06/29/2018 - this order would be included in credit check calculations because 06/29/2018 - 29 = 05/31/2018

Dollar amount of open orders and unpaid shipments permitted before new Sales Orders are put on credit hold.

• If this field is set to zero, and the "Use Bill-to Credit Limit" flag is checked, the customer is permitted no credit.
• There is security to allow certain Users or User Groups to exceed this limit.

The maximum Credit Limit in dollars, which cannot be exceeded even if the user has security override to the regular Credit Limit.

• If the "Never Exceed Limit" is less than the "Credit Limit", it is not used.
• If both "Credit Limit" and "Never Exceed Limit" are zero, then the customer is permitted no credit.
• The Sales order -- allow credit memos on credit hold security setting will allow a user to create negative Sales Orders even if limit is exceeded.

Automatically populates with the date that a Credit Hold was applied.

Automatically populates when an action such as "Credit Hold" or "Statement Printed" is applied. Displays the date, time, and user who performed the action.

The date a note was last added to the account.

The date the next action is required on the account.

The next action that is required on the account.

Displays as "Use Bill-to Credit Limit" on the Edit Bill-to Company form and "Use Ship-to Credit Limit" on the Edit Ship-to Company form. Checking this flag allows the user to set and use the "Past Due Days", "Never Exceed Days", "Credit Limit/Master", and "Never Exceed Limit" fields on the Credit tab of the selected record.

• If not checked, the customer has unlimited credit.

Cash sales are sales that are paid on their invoice date. The Accounting > Options > Accounts Receivable tab contains a flag of the same name which acts as a default for Customer records.

• If checked, the reports run for this company will not include cash sales.
• If not checked, the reports run for this company will include cash sales.

Used to manually place the selected customer on credit hold.

• If clicked, the "Credit Hold Applied" and "Credit Notes" fields populate.
• If a company on credit hold is selected when entering a new Sales Order, the "Order Type" will be set as "Credit Hold". Additionally, any not shipped Sales Orders will be placed on credit hold.

Used to manually remove the credit hold from the selected Customer.

• If clicked, the "Credit Hold Applied" field is cleared and the "Credit Notes" field populates.
• When removing a credit hold from a company, credit hold orders must be manually reviewed and returned to an "Order Type" of "Sales Order".

If clicked, prints the Credit History information for the selected company.

Search field used to select a Sales Rep.

The percent commission that the selected Sales Rep receives.

Search field used to select the default Sales Assignment Category for which the selected Sales Rep is responsible for on new Sales Orders.

If checked, this is the primary Sales Rep for the company. 

Click to open a text box, located off the form, to swipe a credit card to enter the necessary information. Requires a Payment Type to be selected first.

• If the swipe results in an error (incomplete swipe), a message will display and ask if the user would like to re-swipe.
• If the swipe if successful, the "Name on Card", "Number", and "Expiration Date" fields will be populated with the appropriate card information.

Displays the cardholder’s name, as listed on card.

Search field used to select a Payment Type. Only Payment Types with the "Credit Card" flag set to true will be displayed in the list.

Displays the credit card number. After the credit card record has been saved and closed, only the last four digits of the credit card number will be displayed.

Displays the expiration date of the credit card in MM/YY format.

If checked, the cardholder address information is the same as the Bill-to Company's address. Use of this flag disables the Street, Street 2, City, State, Zip, and Country fields.

• Addresses are used for card verification in some cases, so the correct billing address for the cardholder is necessary. If this flag is checked, ensure the correct address information is entered on the General tab of the Bill-to Company record.

Indicates the Bill-To Company assigned to the Ship-To Company in the field below. Grayed out when editing assignments on the Edit Bill-To Company form.

Indicates the Ship-To Company assigned to the Bill-To Company in the field above. Grayed out when editing assignments on the Edit Ship-To Company form.

If checked, this will be the Default Bill-To Company. Grayed out when editing assignments on the Edit Bill-To Company form.

Search fields used to select the five optional user-defined fields that will be defaulted during entry.

• These field are maintained via Sales > Maintenance > Sales Search 1-5
• Captions for these fields are managed via System > Maintenance > Captions.

Display only. Indicates the Credit Card Processor for this Bill-To Facility record. Available beginning in version 17.02.017.

• Multiple Net1 CC processors may be stored and used at the Bill-To Facility level. If a Net1 CC Processor is defined on a Facility, and that Facility is used with this Bill-To record to create an order via Net1, Net1 returns a specific ID number for the Facility/CCProcessor/Bill-To combination. The Deacom system will then check if there is a matching Bill-To Facility defined on this form with the existing Net CC Processor defined. If a match is not found, Deacom will use this information to create a Bill-To Facility entry on the Edit Bill-To Facility form and populate the Facility, CC Processor, and CC Proc Contact ID fields. All other fields will be left empty. This record can then be used for future Net1 transactions. Deaocm will check for this record when sending information to Net1 and use the correct CC Proc Contact ID.

Defines the Net1 contact ID of this Bill-To Facility

• Added in version 17.02.017.0000
• See the description in the "CC Processor" field above for more information.
• Each customer facility record will have a different CC Proc Contact ID.

Defines the default Broker for this Facility/Bill-To combination during order entry.

Defines the default Ship Via for this Facility/Bill-To combination during order entry.

Defines the default Freight Type for this Facility/Bill-To combination during order entry.

Option to add a Document Group for this Facility/Bill-To combination.

Option to add a Print Substitutions for this Facility/Bill-To combination.

Defines the default Work Flow for this Facility/Bill-To combination during order entry.

Indicates the Deacom Ship-to Company/Bill-to Company associated with this Shipping Account and the Ship-to Company/Bill-to Company that will be charged for FedEx charges. The default option will be the Ship-to record where the Shipping Account is being added but other Ship-tos may be selected as required. 

Indicates the Ship Via Method associated with this Shipping Account. 

Options are Ship Via or Service Type. If Service Type is selected, users should select the appropriate information in the Service Provider and Service Type fields. If not using Fed Ex or UPS, the Ship Via option should be selected in order to use a common carrier. In this case, the appropriate Ship Via should be selected above. Note that Deacom only has API's with Fed Ex and UPS. Information is not automatically sent to other carriers. 

Pick list used in conjunction with the Fed Ex API and UPS API and the "Service Type" to define the Service Provider, if applicable. Options are:

• None - For customers that will not use the FedEx or UPS options.
• FedEx
• UPS

Pick list used in conjunction with the Fed Ex API and UPS API and the "Service Provider" to define the delivery method and apply the appropriate account name and number.

• Service Types are required by FedEx and UPS to properly process shipments.
• Options vary depending on the "Service Provider" selected and include selections like Ground, Priority Overnight, Same Day, etc.
• This list is provided by FedEx/UPS then coded into the Fed EX API/UPS API within Deacom.
• The Deacom Fed Ex/UPS API sends the "Service Type" selection to FedEx and UPS respectively.
• Companies using the FedEx/UPS options will want to name Ship Vias based on the "Service Types" that will be used in order to keep things consistent and easier for users or order entry personnel.
• For the "First Overnight" and "Priority Overnight" options, the Weight input on the Package Line form has been unlocked, but is optional for processing the shipment.

Alphanumeric account number to which FedEx charges will be charged.

The name that will appear in the "Shipping Account" field on the Misc 2 tab of the Sales Order.

Memo field used to store additional information about the Shipping Account.

If checked, this record is active. Only active records may be used in the system.

If checked, this Shipping Account will be populated in the "Shipping Account" field on the Misc 2 tab of a new Sales Order when this Ship-to Company/Bill-to Company is selected during order entry.

• It is not necessary to establish a default Shipping Account.
• If a default Shipping Account is identified, it may be overridden during order entry.
• The field, "Shipping Account" has been added to the Ship Sales Order form. This field, which is controlled by security, can be used to select different shipping accounts during shipping.

Search field used to select a Ship Via Method.

Indicates the Ship Via is for use within the selected Facility.

Defines the minimum amount an order must reach to be able to use the Ship Via selected.

Defines the amount of labor associated with the selected Ship Via.

Defines the amount of burden associated with the selected Ship Via.