module:masterfile:client:profile
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module:masterfile:client:profile [2014/03/18 17:22] target |
module:masterfile:client:profile [2019/11/07 16:33] (current) target |
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| This section is the Client Master File Profile. This form contains the fields for creating a __client record__. | This section is the Client Master File Profile. This form contains the fields for creating a __client record__. | ||
| - | Overview: Client Master File Profile have two groups that states information about the client. such as, | + | **Overview:** Client Master File Profile have two groups that states information about the client. such as, |
| - | __ | + | **Customer Information |
| - | Customer Information | + | |
| + | * Chain Name - parent field to group related contacts | ||
| * Contact Code – system generated code; combines contact name and company name | * Contact Code – system generated code; combines contact name and company name | ||
| * Contact Name – name of client who request for requirements | * Contact Name – name of client who request for requirements | ||
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| * Remarks – additional notes | * Remarks – additional notes | ||
| - | __Billing | + | **Billing |
| - | + | ||
| * Business Name – name of registered business for billing | * Business Name – name of registered business for billing | ||
| * TIN no. – tax identification number of the business | * TIN no. – tax identification number of the business | ||
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| * Remarks – additional notes | * Remarks – additional notes | ||
| - | Maintaining Client Master File Profile: | + | **Invoice Tab** |
| + | This tab shows created invoices under the client account | ||
| + | |||
| + | **Payment Terms** | ||
| - | Web system client master file record should | + | * DP Requirement – assigned PI percentage as down payment needs to be collected |
| + | * DP Remarks - notes on down payment | ||
| + | * Default Payment Terms - assigned payment terms for the client | ||
| + | * Hold Order - yes or no option, yes option prevent deliveries and new PI related to the client | ||
| - | Important Notes: | + | **Maintaining Client Master File Profile:** |
| - | Refrain from changing fields affecting | + | Web system |
| + | System verifies users about updating billing information every time they change PI status to "For SI", this help ensure that billing information is correct and up to date before processing formal billing requirement | ||
| + | **Important Notes:** | ||
| + | |||
| + | Billing information is required for invoicing. Information should be accurate before giving accounting department an instruction to make sale invoice. | ||
| + | |||
| + | Follow this link to see [[module: | ||
module/masterfile/client/profile.1395134547.txt.gz · Last modified: 2014/03/18 17:22 by target
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