Kundpref.

Inställningar för the customer.

Ett uppslag öppnar dialogrutan som innehåller följande kryssrutor och alternativ:

Order

Bruttoorder
The same check box will be selected in the Orderpref. dialog box, based on the buyer (customer number).
Reservation vid lagring
The same check box will be selected in the Orderpref. dialog box, based on the buyer (customer number).
Reservation inom ledtiden
The same check box will be selected in the Orderpref. dialog box, based on the buyer (customer number).
Samlingsfaktura
When this customer is set as the invoice recipient on an order the order will be suggested to be included in a batch invoice. See Orderpref. domain.
Valutakursjustering
The same check box will be selected in the Orderpref. dialog box, based on the buyer (customer number).
Ej fakturaavgift
The same check box will be selected in the Orderpref. dialog box, based on the invoice recipient (the invoice's customer number).
Acceptera ändringar manuellt
The same check box will be selected in the Orderpref. dialog box, based on the buyer (customer number).
Sänd bekräftelser automatiskt
The customer is sent confirmations for orders received by EDI.
Ta med alla rader på leveransbesked
All order lines are included on delivery notes, not only those with the order line status that they are ready for printing on delivery notes.
Plocka endast hel order
The same check box will be selected in the Orderpref. dialog box, based on the buyer (customer number).
Fakturanr från "Märke"
The same check box will be selected in the Orderpref. dialog box, based on the invoice recipient (the invoice's customer number).
Dra ifrån klientansvar/bank
The same check box will be selected in the Orderpref. dialog box, based on the buyer (customer number).
Bokför klientansvar/bank
The same check box will be selected in the Orderpref. dialog box, based on the buyer (customer number).
Använd klientansvar 2
The same check box will be selected in the Orderpref. dialog box, based on the buyer (customer number).
Använd klientansvar 3
The same check box will be selected in the Orderpref. dialog box, based on the buyer (customer number).
Förskottsbetalning
You block the order from being processed at a higher status level than the order confirmation. In order for the order to be processed, you must enter a payment against this order in the voucher entry.
Flytta Ej bekräftat leveransdatum tidigare
The confirmed delivery date will not be changed for allocated orders which are to be delivered after the confirmed date. Orders with an earlier date get an updated confirmed delivery date with a confirmed date from the purchase production order when the Bekräftat and Sänt processings are used. For loose allocations, future orders will not be reserved if this field has not been selected:
  • Reservera vid bekräftat/sänt under Reservationsbehandling in the Företagsuppgifter table
  • Reserve against all orders in the dialog box for the Bekräftat and Sänt processings. A check is suggested when Reservera vid bekräftat/sänt in Reservationsbehandling in the Företagsuppgifter table is selected.
You can also select Flytta Ej bekräftat leveransdatum tidigare på ordern:
  • as standard for all orders in the Beräkning av leveransdatum field in the Företagsuppgifter table
  • at each individual order in the Orderpref. field in the Order table
Använd ursprunglig växelkurs på kreditfakturor

Redovisning

Föreslå momskod
The Momskod and the Omsättn-klass -derived from the Område- for the customer is suggested when you register vouchers.
Påminnelseförslag
Påminnelsespärr
The customer is exempted from reminders. This can also be done automatically after approval of the last reminder for the country in question, using the Efter sista påminnelse field in the Land table.
Inkassospärr
No functionality has been implemented in this field. You can process them further in an external application such as BIG if required.
Privatperson
The customer is treated as a private customer. This is relevant for the interest rate that is used and whether compound interest is calculated. See the description of the Land table.

Invoicing: When set, the customer will be identified as consumer when invoicing to Visma.net AutoInvoice. This means that if the route is available, the invoice may be sent electronically to the customer's bank for processing. If not available, the invoice will either be sent by e-mail or be printed and sent by mail.

Räntespärr
The customer is exempted from interest computation. This can also be done automatically after approval of the last reminder for the country in question, using the Efter sista påminnelse field in the Land table.
Utlands betalning
You are making a payment transfer to a customer abroad.
Ej utbetalning
The supplier is not to receive payment.
Använd Postgiro vid betalning
This field is used by some EFT systems for Swedish payments. Postgiro is also used with other formats, so you must leave this field unchecked if you are using bank formats other than Swedish ones.
Spärrad för verifikationsreg.
You will not be able to post the voucher lines directly on the customer. You will see the message "Customer xxxxxxx is suspended from direct posting" in the status bar.

Inkasso

Till inkasso
This check box is selected when you have run the final reminder and checked the Sätt "överför till inkasso" efter sista påminnelse field under Redovisningsbehandl. in the Företagsuppgifter table, and the customer is sent to debt collection.
Skickat till inkasso
This check box is selected when the customer is sent to debt collection. All vouchers that are registered after the customer has been sent to debt collection are registered as being subject to debt collection and can be sent in a change list to the debt collection company. This applies in particular to payments that have been sent to debt collection.
Egenskap Värde Beskrivning
Visas som standard Ja Det här fältet visas som standard i tabellvyn.
Domän Kundpref. Heltal
SQL-namn CustPref Databasfältets namn.
Nummer 5733  


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