JC Sales Order Entry window: Customer Information
This section displays information about the customer on the invoice. The options you see in this section depend on the settings you chose in the
Sales Order Entry Preferences window. Use the SHIFT+F6 key combination to quickly move to this section without using the mouse. If you selected to block charges to past due customers in
AR Module Preferences and the selected customer is past due on their account, the PAST DUE label will appear to the right of the
Customer field.
Customer
After you select the job to invoice in the
JC Invoicing window, this field auto-fills with the customer from the job. If you want to change the customer, you can type the new customer name or use the Lookup to select one.
Customer Name
After you select a customer, this label displays the name of the customer. It is the name you entered in the
AR Customers window.
Update AR Billing Address
Select this check box if you want to update the selected customer’s address that is saved in the AR Customers window with the address you enter here.
Tax Based On
This drop-down is only available if you are integrated to
AvaTax. Select whether you want the sales tax on this order to be based on the shipping address or the business address. By default, this is based on the shipping address.
Override Exemption
This check box is only available if you are integrated to
AvaTax and the selected customer has a Tax Exemption Number or Entity/Use Code on their
customer record. Select this check box if the customer should pay sales tax on this sale.
If you enabled the ECMS system in AvaTax, this check box has no effect on the sale.
Billing Address
If Sales is integrated to Accounts Receivable, the billing address entered in the
AR Customers window on the
Billing/Shipping tab for the selected customer will appear here. You can change the address for this transaction only by typing the address to use in the box. To change the customer’s billing address for future transactions, select the
Update AR Billing Address check box.
Ship To
Select this button to open the
Sales Multiple Shipping Address window in which you can enter or choose a shipping address for the selected customer. This button is activated once you select a customer in the
Customer box.
Shipping Address
If Sales is integrated to Accounts Receivable, the shipping address entered in the
AR Customers window on the
Billing/Shipping tab for the selected customer will appear here. You can change the address for this transaction by typing the address in the fields. To change the customer’s shipping address for future transactions, open the Lookup from the
Customer field, select to view the customer record, and make the change in the
AR Customers window.
You can add a new shipping address by selecting the
Ship To button and entering a new shipping address in the
Sales Multiple Shipping Address window that appears, and then selecting
Save/Select.
History
After you select a customer for this transaction, you can select this button to view the transaction history for the customer. This information includes the invoice numbers, dates, stock items purchased, quantities, unit prices, and extended prices. You can also drill down to a specific invoice by clicking the magnifying-glass icon to the left of the transaction detail line. Once the invoice appears, you can print it or close it and return to the history window. Click Cancel in the Sales History window to close it.
Financial
Once you select a customer for this transaction, you can select this button to view the financial history for the customer. This information will include their Balance Forward amount, their collection information (from the
AR Customers window), credit limit, last charge and payment information, and year-to-date charge information. This button changes to
Continue, which you can select to close this view.
Notes
Once you select a customer for this transaction, you can select this button to view and/or add notes for the customer. When you select this button, the
Notes slide-out menu opens. The notes that appear will be those that were entered in this slide-out menu or in the
AR Customers window on the
Notes tab.
Published date: 10/20/2020