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.