Customer Controls Edit MBCD

Use this screen to define how the system processes each individual customer. Many of the controls on this screen can override the settings defined at the company and ledger levels.

You can create user-defined fields for this screen using Softpaint. The user analysis code BC (Accounts Receivable customer) has 480 characters available for the creation of user-defined fields on the User Analysis screen MAUD. These custom fields can be added to the existing formats of this screen or an additional format can be created.

You can control the way in which individual customers are controlled by setting different control codes against the customer. Many of these controls will default from the Ledger to which the customer is attached. Controls cover the following areas:

Interest

You can specify controls such as the Interest rate table, whether days grace is included and other factors relating to the calculation of interest for a customer. You can choose to exclude a customer from Interest processing if required.

Dunning

You can specify what specific controls relate to dunning for this customer and choose to exclude the customer from Dunning processes if required.

Chase Management

You can specify specific chase management controls. These controls will act as a default for all customers with this ledger code but can be overridden at the customer level.

Statements

You can specify a number of controls for producing the customer's statements; such as his statement address and the method and format in which statements are to be produced. A customer specific statement discount can be determined as can the specification of Segment and Share discount codes for UATP discount processing.

Associations

You can specify whether this customer is a normal customer or belongs to an association of customers. Customer associations include Head Office and Branch links; Group and Subsidiary links and simple flat associations. You can also specify if this customer belongs to a corporate for card billing use. Finally, if you have Netting Off in use, you can indicate if this customer participates in netting off with it's associated supplier and on what basis.

Collections and Payments

In order to collect payments automatically for the customer, you need to specify collection codes and controls. The customer must have a bank account specified as a default for collections before you can do this.

Similarly, Payment details must be provided to allow automatic payments to customers to take place.

The codes entered here will be used as defaults for new transactions entered onto the customer account. These can be overwritten at data entry time however should you wish to collect / pay different transaction types by different methods.

Credit Rating

You can specify both a current and a temporary credit limit for the customer. A temporary limit must be delineated by a date range.

Automatic Allocation

You can specify up to five automatic cash allocation methods to be applied in sequence when automatic cash allocation is in use. The same method can only appear in the list once.

Screen Specific Actions

Action	Description
GO NAME	Click Go \| Name to display the Customer Name screen MBCB for amending customer account information.
GO ADDRESS	Click Go \| Address to display the Customer Address screen MBCC for entering address details.
GO TAX	Click Go \| Tax to display the Customer Tax Registration Locations screen MBCJ for assigning customer tax rates.
GO ELEMENTS	Click Go \| Elements to display the Customer Element screen MBCE for entering the BTZ element when ICA is active.
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 LIST	Click Go \| Turnover List to display the Customer Turnover screen MBCI for entering or reviewing customer sales turnover.
GO INVOICE ADDRESS	Click Go \| Invoice Address to display the Invoice Address screen MBBT for editing the customer invoice address or header code.
GO CARDS	Click Go \| Cards to display a list of all Card Numbers that bill to this Customer MCCG.
GO CLASSIFICATIONS	Click Go \| Classifications to display or amend the classifications for the customer (MBC8).
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.
FETCH RETRIEVE	Click Fetch \| Retrieve to display the details of an existing customer to be entered for the current customer. A selection window appears for entering the ledger and account numbers of an existing customer. Repeat this action to copy the existing customer details onto the current customer screen.

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.