MAINT CUST Codes and Types

The following control maintenance records belong to the CUST (Customer) area within the MAINT (Maintenance) category and apply to customer codes and types.

Valid Customer Invoice Status Codes

Enter user-defined status codes to use in Cash Receipts to identify an invoice as being on hold, disputed, or in some way questionable. You can also set up a code to exclude any invoice with the code from being used in determining the customer credit limit, service charge calculations, average weighted days to pay calculations, and the automatic posting function in cash receipts. The code can also force the aging of the invoice to a specific bucket and put a message on the customer statement.

From the File menu, select Add New Code.
In the NewStatus Code ID field, enter a code, up to four characters long.
In the Description field, enter a description of the code, up to 35 characters long that better identifies its use
In the Bucket to Use for Aging field, select whether an invoice with this status code should use the normal calculation to determine the aging bucket to which it is added, or select the aging bucket to which it should be added, regardless of the normal calculation.
In the Customer Invoice Status Message field, enter the message to display on the customer's statement to explain the status of the invoice. This message prints below the associated invoice number for any invoice that is flagged with this invoice status code.
In the Exclude Invoices with this Status Code from field, select the calculations from which you want to exclude invoices that are flagged with this status code:

Selecting...	Prevents...
Customer’s Credit Limit Calculations	invoices with the displayed status code from being included in the customer’s credit limit calculation.
Service Charge Calculations	invoices with the displayed status code from accumulating service charges even when they are past due.
Average Weighted Days to Pay Calculations	invoices with the displayed status code from being included in the calculation of Average Weighted Days to Pay.
Auto Posting Function in Cash Receipts	any payments this customer makes to their account from applying toward this invoice while it is in dispute.
Statement Printing	invoices with the displayed status code from being included on the customer’s billing statement.
Statement Totals	invoices with the displayed status code from being included in the customer's billing statement totals.

In the Default for Cash Receipt Variance Type field, select the variance types that this invoice code is used for use when a cash receipt variance is found. You can assign more than one variance type to this status code. For example, you can create an invoice status code of FrtTax and the select Freight and Tax to assign to this code.
Save your changes and exit the window.

Valid Customer Points Programs

Define points programs to use to earn rewards, master points programs to use to earn the same reward, and an alternate description for each program to use on reports.

Settings	In the Points Program field, enter points programs to assign to customers. In the Master Program field enter the master points program to which the designated points program belongs, if applicable. In the Alternate Description field, enter a description of the designated points program to use on reports.
Outcome of setting this control record	Define your points programs using this record so you can promote products by rewarding customers for purchasing a target dollar amount.
Default Value(s)	Blank
Action if set to Null	No customer points programs are available to assign at the product, branch, customer, or price line level.
Additional Information	For more information about customer points programs, see Customer Points Overview.

Valid Customer Roll-Up Groups

Enter roll-up groups to assign to customers. The system uses these groups to produce a download report with customer invoice information.

Options	Any free-form text.
Outcome of setting this control record	Creates the roll-up groups to assign to your customer in customer maintenance.
Default Value(s)	None
Dependencies	To use roll-up groups in a Report Writer report and to assign them to customers, ensure that there is a dictionary item defined in the CUST.CLASS file.
Action if set to Null	There are no roll-up groups available to assign to customers.
Additional Information	Assign a roll-up group to a customer using the File > Classify option in Customer Maintenance.

Valid Customer Select Codes

Enter codes that categorize customers by industry segment for tracking and reporting purposes.

Options	Any alphanumeric name, up to 20 characters long.
Outcome of setting this control record	Provides the list from which to select a code to categorize a customer in the Customer Select Code field in the Additional Customer Information window.
Default Value(s)	None
Action if set to Null	No codes are available for selection in Customer Maintenance.
Additional Information	None

Valid Customer Types

Enter customer types, such as PLUMBER, ELECTRICIAN, or CONTRACTOR, that describe your customers.

Options	Any alphanumeric name up to 10 characters long.
Outcome of setting this control record	Use these customer types to create sell matrix cells for a customer type and specified products.
Default Value(s)	None
Action if set to Null	No customer types are available when defining sell matrix cells.
Additional Information	The customer type is similar to the customer price class in that it also represents a column in the pricing matrix, but it is generally used for promotional pricing. The customer type assigned to a customer is the same for all branches. When a program requests the entry of a customer type, the system validates the entry against the types defined in this record.

Valid Sale Categories

Enter categories to use to identify different types of sales for reporting purposes.