This section explains how a Customer record can be created within enVisual360. Customers are used within the Sales Ledger module. A Customer is an extension of an Entity within enVisual360, meaning any Entity if enabled for such can become a Customer.
Creating a Customer Record Overview
A Customer record is created via the Entity Wizard. This can also be accessed via the enVisual Menu > Financial > Sales Ledger > Customer. When accessed via the Sales Ledger, there is an option to use an existing Entity to extend to a Customer or an option to create a new entity and then extend to Customer. The Customer Details section is found under the Financial menu in the Entity Wizard
The Master Entity dropdown will show and list Master Entities that the Entity is a Customer of with details shown below while the 'Make customer of another master entity' is used to create a new customer record.
Click the 'Make customer of another master entity' will open a window where all Master Entities of the system is displayed.
Select the relevant Master Entity for which the Customer record is required for should display the below screen
There are 4 tabs available when creating a Customer Record
Customer Details - displays information such as Address, Credit details, Invoice Layout, Currency and Security
Tax Details - displays direct debit flag, Discounts and Tax Details
Analysis - displays analysis information
Security - to set up appropriate security required for the Customer Record for who can access such record.
Customer Details
This section allows the ability to set the following information for a Customer record
Invoice Address - Address to be used for billing invoice
Credit Information - The Credit Rating, Limit and Stop can be set as required. The Credit Stop is a flag that can be used to stop an invoice generated for a Customer when such Credit Limit for the Customer has been reached. The Credit Stop flag can also be used for any other reason as appropriate. When such flag is ticked, no new invoice can be generated for such Customer in the Billing Invoice module.
Prevent Timesheets - the flag is used to prevent such Customer from creating a Time Entry record in the ALLTime module
Invoice Layout - This is the report invoice layout that will be used for the Customer in Billing Invoice. This is defaulted to the one set at the Master Entity level but can be modified as required.
Currency - This is the Billing Invoice Currency for the Customer
Post to Customer Accounts - this is used to create a general ledger for the Customer when this option is ticked.
Responsible Group - this is the security for who can use the Customer within the Billing Invoice
Tax Details
This is where Billing Invoice tax details is maintained at customer level. Tax can be added to a Customer either automatically or manually. When added automatically, these are tax details added via the tax sync option in the Tax Details Maintenance and Master Entity Sales Tax. Such tax details can then be modified as required within the Customer Record.
