Maintaining Service Customers

Use the Service Customers form to maintain additional information related to service customers. To use this form:

  1. Specify this information in the header section:
    Customer
    Select the customer.
    Ship To
    The Customer Ship To location is displayed.
  2. Specify this information on the General tab:
    Terms Code
    Select the terms code for this customer.The terms code is used to identify specific billing terms that apply to this customer or this order. This value displays as the default when you enter invoice and debit transactions. The terms code is used when determining the transaction due date and the discount information. The code entered here must be in the terms code file.
    Price Code
    Select the price code for the customer.
    Default Bill Manager
    Specify the Partner identification of the person responsible for verifying that the SRO is properly invoiced.
    Deposit Required
    Select this check box to prevent any material, labor, or miscellaneous transactions from being posted to the SRO until the deposit due is equal to zero.
    Apply Open Deposits
    Select this check box to apply deposits from the customer that are not directly tied to a particular SRO to the current SRO.
    Service Partner
    Select the preferred partner to use for performing service.
    Region
    Select the region for the current service customer record. This value is used as the default for new incident and SRO records where this customer is used. The selections available are set up and maintained through the Service Regions form.
    Ship Via
    Specify the ship via code to use for this SRO. The ship via code is used to identify the preferred shipping method of the customer. The default value is based on the customer selected but can be overwritten. The codes are set up and maintained on the Ship Via Codes form.
    Service Type
    Select the service type for the contract being sold to a customer. The codes are set up and maintained through the Contract Service Types form. A default value for new contracts can be set on the Contract Parameters tab of the Service Parameters form.Date
    Exclude Waiver Charge
    Select this check box if you do not want to apply waiver chargers to the customer when calculating service contract charges.
    Priority Code
    Select the priority code to use as the default on an Incident created for this Contract, Unit, Item, or Customer.
    POS Payments Type Accepted
    Select the forms of payment that may be used for point of sale order transactions:
    • On Account
    • Credit Card
    • Cash
    • Check
  3. Specify this information on the Address tab:
    Bill To
    Ship To
    The Customer Ship To location is displayed.
    Directions
    Specify instructions concerning the geographical location of a customer.
  4. The Deposits tab shows all of the deposits that have been received for the customer. Only open deposits and deposits related to service orders where the bill status is not complete are displayed. Specify this information:
    Total Deposit Required
    Specify the total amount of down payment required from the customer.
    Deposit Received
    The accumulated deposit amount received from the customer is displayed.
    Deposit Applied
    The deposit amount that has been applied to the SRO is displayed.
  5. Click Deposits to launch the Service Order Deposits form.
  6. On the SROs tab, all the service orders for the selected customer are displayed.
  7. Click View to launch the Service Orders form for the selected grid record.
  8. On the Incident tab, all the incidents for the selected customer are displayed.
  9. Click View to launch the Incidents form for the currently selected incident.
  10. On the Unit tab, all units owned by the selected customer are displayed.
  11. Click View to launch the Units form for the selected unit.