Enter One-Time Customer Information
Explanation
This activity is used to enter, modify and view information which is
specific to a selected one-time customer. This activity can be performed after
an invoice for a one-time customer has been entered or loaded. You can
reuse previously created one-time specific information if the same address is
needed a second time, e.g. for a credit invoice or a difference item.
Note: It is possible to enter and modify one-time specific information
after the invoice is created using the One-Time Specific Information
dialog in the Customer Analysis page.
Prerequisites
In order to perform this activity:
- A customer with the One-Time Customer option enabled in the
General tab of the
Customer page should
exist.
- An invoice or a new difference item should have been entered for a the
one-time customer.
- The Used in Application option should be enabled in the
ISO Code Usage/
Country Code tab for
the country specified in the address of the one-time customer.
- The payment method should have been entered in the
Payment tab of the
Customer page as
a possible payment method for the one-time customer.
System Effects
As a result of this activity:
- An address ID with the name and address information is created
or updated for the one-time customer.
- The address ID connected to the invoice as the invoice and delivery
address will be printed on documents sent to the one-time customer (e.g.
instant invoice, reminder, payment advice, difference notice, statement
of account and balance confirmation). The customer name specified will also
be printed in the invoices.
- The entered/modified tax information is stored as document tax
information of the address ID and printed in the invoice. It will be fetched
to the tax ledger and used for tax reporting.
- The entered/modified communication information (i.e. the name
of the AR customer contact, communication method and address, and output
media) is updated to the customer communication information and used in
the correspondence with this one-time address.
- The entered/modified payment method is used as the payment method
for all the installments of the invoice.
- The address ID is connected as payment address ID to all installments
of the invoice (except for manual payment methods).
- The entered/modified electronic payment address information is
saved as a new electronic payment address of the one-time customer for the
payment method used.
- The information created in this activity can be viewed and modified
in the One-Time Specific
Information dialog as well as in
Address,
Comm Method and
Payment tabs of the
Customer page.