Client Management How to Create a New Customer Customer Information Setup

Creating a New Customer (continued)

Customer Setup (continued)

Default Terms – This field will automatically fill in with the default Terms code found in SedonaSetup/Data Entry Defaults.  The User may change the default Terms code by making a selection from the drop-down list by pressing the arrow to the right of the field.  This Terms code will be used on all invoices generated for the customer except for cycle invoices.

Tax Exempt # – If the customer and its site are to be exempt for sales tax on all invoices, enter a value in this field.  The Tax Exempt # may contain up to 20 characters.  If a value is entered into this field, this same value will automatically default into the Site Tax Exempt # field on the Site Setup form.  Any additional Sites created for the customer will automatically fill with this same Tax Exempt value.  A space or a period or any character entered into this field will make the Customer exempt from sales tax. This is an optional field.

Bypass RMR Increase Until – This date is used by the Company Rate Change program which is used to increase customer recurring lines based on criteria entered by your company.  The customers Recurring Lines will not be available to increase until the date entered into this field.  For example if the date entered into this field is 6/3/09 and the effective date of the Rate Increase batch is 6/1/09, this customer’s Recurring Lines would not be eligible for an increase.  There is also a Bypass RMR Increase date available at the recurring line level.  Manual Recurring Line increases may be performed on individual Recurring Lines.  The Bypass RMR Increase Until date has no impact on a manual increase.  This is an optional field.

Salesperson – The User may select the Salesperson responsible for this customer account from the drop-down list by pressing the arrow to the right of the field.  The Salesperson selected will default into all Jobs and invoices created for the customer.  This is an optional field.

Blanket PO – If your customer has issued your company a Purchase Order that must be referenced on all invoices, enter the Purchase Order number in this field.  If an entry is made into this field, the next field, Expiration Date is required.  Up to 20 characters may be entered into this field.  This is an optional field.

Expiration Date – If a Blanket PO number was entered in the previous field the User must enter a date on which the Purchase Order will expire.  A report is available from the Report Manager (Blanket PO Expiration) to list all Blanket Purchase Orders expiring within a specific period of time.

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