Why:

The Customer Concept is used to indicate how reliable a customer is at paying their invoices.

 

Where:

From the Control Master File view, select Customer Concept to open the Customer Concept window.

 

How to Add Edit and Delete Customer Concept Codes:

In the Customer Concept window, new codes can be created and existing codes opened, viewed, amended, copied as well as deleted.

If ‘credit check’ is checked then credit checking will be performed in the order entry routine for all customers set up with the selected concept code.

If ‘Allow Invoice’ is checked, then invoicing will be allowed for all customers with the selected concept code.