Why:
Customer Information is held within Fusion and referenced by the system when orders are created, invoices/credits raised and vehicle records retrieved.
Where:
From the customer view open the customer that you would like to work with. This will display the Customer Maintenance window.
How to Maintain Customer Financial Details:
In the Customer Maintenance window the financial details for the customer are held within the Financial tab.
Here, details of the customers’ credit limit, tax information and bank details are maintained. When an order is created, Fusion checks the ‘Credit Limit’ and ‘Customer on Stop’ fields for the customer to make sure they’ve not exceeded their credit limit. If required, these fields along with the Concept Code can be protected from update by unauthorised users.
It is also possible for the ‘Credit Limit’ and ‘Balance’ fields to be updated via an interface from a third party accounting system. If your system is set up to validate tax numbers (TAX012) you can enter a country prefix followed by a number in the pre-determined format for the country in question. For countries outside the EU, the number entered will not be validated however, if a country prefix is entered, a number must be present.
In Sweden only (150001 = SE), tax number is dafaulted automatically when creating a new Swedish customer, provided the Company Number has been entered on the main tab. A warning message will be displayed if the tax number input already exists on another customer record. The other customer(s) is also displayed for information. If a customer is exempt from tax you must still ensure that the correct zero-rated tax code is input within the ‘Tax Code’ field. Access to the ‘Tax Exempt’ field can be restricted if required.
Depending upon your market’s requirements, you may be prompted to input a Tax Authorisation Code and Authorisation Date. Information on the customer’s bank details can also be input into the Financial tab. Please note that if the same Bank/Swift Code already exists on another customer record, the ‘Bank Name’ field will be populated automatically.
If you decide to input a different bank name for an existing bank code the system will prompt you to confirm this action with the message “Press Enter to request Global Bank Name change or Cancel to utilise the Current System Bank Name”. If you proceed, the bank name will be changed for all customers with the current bank code.
What else would you like to do?