Enter Customer Invoice Information

Explanation

Use this activity to define the default IFS Financial details for a customer. This connects a customer to a company, and states details to be used at invoice entry. This mandatory task is to be performed by a system administrator or an equivalent personnel.

When handling multi-site ordering, it is recommended that the customer type is set to Internal and that a specific customer group is used. This however is not mandatory for multi-site.

Prerequisites

This activity has the following prerequisites:

• The customer must be entered.
• General customer (the General tab in the Customer window) and customer address (the Address tab in the Customer window) settings must be defined.

System Effects

As a result of this activity:

• Various customer information is suggested at invoice entry, e.g., the currency normally used by the customer or the payment terms agreed upon.

   

Pages

Invoice

Activity Diagrams

Customer Invoice Settings