NESFA^® Treasury Procedures: Creating a New Credit Customer

To create a record for a new credit customer (sometimes called an A/R customer), first look to see if the customer already has a customer ID which has been made inactive.  If so, just reactivate it and check the fields below to bring them up to current values.  If a new record needs to be created, use the Maintain / Customers/Prospects... dialogue.

• Fill in the Customer ID with a unique ID.  We usually use the customer's name with any leading article dropped. (E.g., The Book House has an ID of Book House).
• On the General tab:
  • Fill in the name.
  • Fill in the Bill-to address.  If there is a separate shipping address, fill that in, too.
• On the Sales Defaults tab:
  • Fill in the GL Sales Acct with SI-Misc (this is the default).
  • Fill in Ship Via
  • Fill in the Pricing level.  Choose Retail or 40% discount depending on what kind of orders you expect most often from this customer.

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