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This text refers to program version 6.2  

Settings in the Receivables module - Customer Categories

You can group Customers of a similar type together using Customer Categories. This can help with reporting: several reports allow you to list Customers belonging to a particular Category.

To work with Customer Categories, use the [Module] button in the Master Control panel to enter the Receivables module and then click the [Settings] button, also in the Master Control panel. Double-click 'Customer Categories' in the resulting list. Then click [New] to open a new record, or double-click an existing record to modify it. When the record is complete, click the [Save] button in the Button Bar to save changes and close it using the close box, or click the close box if you don't want to save changes.

Code

Specify a unique code, by which the Customer Category can be identified from the Contact screen and elsewhere in Books by HansaWorld.

Description

Enter text describing the Customer Category here.

The Description will be shown in the 'Paste Special' list that you will use when assigning Customer Categories to Customers and elsewhere, so it should be descriptive enough to make the selection of the correct Customer Category easy for all users.

Debtors Account

Paste Special    Account register, General Ledger/System module

If you specify a Debtor Account here, it will be debited whenever you issue an Invoice to a Customer that belongs to this Category.

You can only specify a Debtor Account at the Customer Category level, not at the individual Customer level. If you do not specify a Debtor Account in a Category, the Debtor Account specified in the Account Usage A/R setting in the Receivables module will be used.

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In this chapter:

• Introduction
  

• Types of Setting
  

• Settings in the General Ledger
  

• Settings in the Payables module
  

• Settings in the Receivables module, including:
  
  • Account Usage A/R
    

  • Credit Limit
    

  • Customer Categories
    

  • Info on Customer Status Report
    

  • Item Groups
    

  • Number Series - Invoices
    

  • Number Series - Receipts
    

  • Payment Modes
    

  • Payment Terms
    

  • Price Lists
    

  • Regions
  
  
• Settings in the System module
  

• Settings in the Technics module
  

• Settings in the User Settings module

Go back to:

• Home page for Books by HansaWorld manual

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