Customer Edit MBCB

Use this screen to create and maintain customer account numbers, customer names and short names. The system uses this information for identification and enquiry purposes. Each time you insert a new customer, you must enter every field on this screen and also enter the customer address details on the Customer Address screen MBCC.

Customer / Name button

Field	Description
Ledger	Enter a Ledger code not currently used for receiving interest invoices, if Enter Ledger as part of key on the Group Controls format of the Group Controls screen MBAA is checked. Otherwise, the ledger defaults from the default ledger specified on the Company Controls screen MBAC. The associated description appears beside the ledger code after you right click or click the Update button.
Account	Enter a customer account number, up to 12 alphanumeric characters. If you are using manual numbering, enter a customer number in Account. If you are using automatic numbering with prefixing, enter a valid prefix code in Account. If you are using automatic numbering without prefixing, leave Account blank. NOTE This is required If Automatic Account Numbering on the Primary Details format of the Company Controls screen MBAC is blank.
Name	Enter the Name of the customer account, up to 40 characters.
Short Name	Enter a Short Name, up to 15 characters. TIP You can use this name to retrieve the details of a customer if you do not know the customer's ledger and account numbers.

Field

Description

Ledger

Enter a Ledger code not currently used for receiving interest invoices, if Enter Ledger as part of key on the Group Controls format of the Group Controls screen MBAA is checked.

Otherwise, the ledger defaults from the default ledger specified on the Company Controls screen MBAC. The associated description appears beside the ledger code after you right click or click the Update button.

Account

Enter a customer account number, up to 12 alphanumeric characters.

If you are using manual numbering, enter a customer number in Account.
If you are using automatic numbering with prefixing, enter a valid prefix code in Account.
If you are using automatic numbering without prefixing, leave Account blank.

NOTE This is required If Automatic Account Numbering on the Primary Details format of the Company Controls screen MBAC is blank.

Name

Enter the Name of the customer account, up to 40 characters.

Short Name

Enter a Short Name, up to 15 characters.

TIP You can use this name to retrieve the details of a customer if you do not know the customer's ledger and account numbers.

Buttons

Button	Description
Controls	Click Controls to enter the customer controls on the Customer Controls screen MBCD.
Address	Click Address to enter address details on the Customer Address screen MBCC.
Tax	Click Tax to enter tax assessment points and specify a default assessment point for transactions on the Customer Tax Registration screen MBCJ.
Bank	Click to enter the customer bank account details for collection and payment processing on the Customer Bank Account screen MBC2.
Ex Ref	Click to create and maintain external references for customers. See External Customer References Edit MBDZ.
Approve	Approve the customer.
Reject	Reject the customer.

Button

Description

Controls

Click Controls to enter the customer controls on the Customer Controls screen MBCD.

Address

Click Address to enter address details on the Customer Address screen MBCC.

Tax

Click Tax to enter tax assessment points and specify a default assessment point for transactions on the Customer Tax Registration screen MBCJ.

Bank

Click to enter the customer bank account details for collection and payment processing on the Customer Bank Account screen MBC2.

Ex Ref

Click to create and maintain external references for customers.

See External Customer References Edit MBDZ.

Approve

Approve the customer.

Reject

Reject the customer.

Buttons

Action	Description
Controls	Click Controls to display the Customer Controls screen MBCD for defining the processing parameters of the customer.
Address	Click Address to display the Customer Address screen MBCC for entering address details.
GO ELEMENTS	Click Go \| Element to display the Customer Element screen MBCE for entering the BTZ element when using ICA.
GO TAX	Click Go \| Tax to display the Customer Tax Registration Locations screen MBCJ for assigning customer tax rates.
GO BANK	Click Go \| Bank to display the Customer Bank Account screen MBC2 for entering or amending customer bank details for schedule processing.
GO TURNOVER	Click Go \| Turnover to display the Customer Turnover screen MBCI for entering or reviewing customer sales turnover.
GO ADDRESS	Click Go \| Invoice Address to display the Invoice Address screen MBBT for editing the customer invoice address or header code.
GO CLASSIFICATIONS	Click Go \| Classifications to display or amend the classifications for the customer (MBC8).
GO CARDS	Click Go \| Cards to display a list of all Card Numbers that bill to this Customer MCCG.
CREDIT RATING VIEW HISTORY	Click Credit Rating \| View History to display the Credit Rating Maintenance screen MBC3 for reviewing the credit history of the selected customer. Applicable only if using Credit Manager.
CREDIT RATING AMEND LATEST	Click Credit Rating \| Amend Latest to display the Credit Rating Maintenance screen MBC3 for reviewing or entering new credit rating details for the selected customer. Applicable only if using Credit Manager.
CREDIT RATING AMEND HISTORY	Click Credit Rating \| Amend History to display the Credit Rating Maintenance screen MBC3 for reviewing the credit history of the selected customer. Applicable only if using Credit Manager.

Action

Description

Controls

Click Controls to display the Customer Controls screen MBCD for defining the processing parameters of the customer.

Address

Click Address to display the Customer Address screen MBCC for entering address details.

GO ELEMENTS

Click Go | Element to display the Customer Element screen MBCE for entering the BTZ element when using ICA.

GO TAX

Click Go | Tax to display the Customer Tax Registration Locations screen MBCJ for assigning customer tax rates.

GO BANK

Click Go | Bank to display the Customer Bank Account screen MBC2 for entering or amending customer bank details for schedule processing.

GO TURNOVER

Click Go | Turnover to display the Customer Turnover screen MBCI for entering or reviewing customer sales turnover.

GO ADDRESS

Click Go | Invoice Address to display the Invoice Address screen MBBT for editing the customer invoice address or header code.

GO CLASSIFICATIONS

Click Go | Classifications to display or amend the classifications for the customer (MBC8).

GO CARDS

Click Go | Cards to display a list of all Card Numbers that bill to this Customer MCCG.

CREDIT RATING VIEW HISTORY

Click Credit Rating | View History to display the Credit Rating Maintenance screen MBC3 for reviewing the credit history of the selected customer. Applicable only if using Credit Manager.

CREDIT RATING AMEND LATEST

Click Credit Rating | Amend Latest to display the Credit Rating Maintenance screen MBC3 for reviewing or entering new credit rating details for the selected customer. Applicable only if using Credit Manager.

CREDIT RATING AMEND HISTORY

Click Credit Rating | Amend History to display the Credit Rating Maintenance screen MBC3 for reviewing the credit history of the selected customer. Applicable only if using Credit Manager.

If not described elsewhere in this topic, click in the field and press F1 to view a description. See Common Fields for more information.

Fast prompt allows you to quickly view a list of options for certain fields.

NOTE Field visibility can be defined by your System Administrator, so not all fields documented may be shown.

See Using the Command Line on opening the screen without going through the menu.