module:masterfile:client:profile
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module:masterfile:client:profile [2014/03/18 17:27] 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 | ||
| Line 30: | Line 30: | ||
| * Remarks – additional notes | * Remarks – additional notes | ||
| - | Maintaining Client Master File Profile: | + | **Invoice Tab** |
| + | This tab shows created invoices under the client account | ||
| + | |||
| + | **Payment Terms** | ||
| + | |||
| + | * DP Requirement – assigned PI percentage as down payment needs to be collected to proceed with delivery | ||
| + | * 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 | ||
| + | |||
| + | **Maintaining Client Master File Profile:** | ||
| Web system client master file record should be kept up to date with accounting' | Web system client master file record should be kept up to date with accounting' | ||
| - | Important Notes: | + | System verifies users about updating billing information every time they change PI status to "For SI", this help ensure that billing |
| - | Billing | + | |
| + | **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.1395134844.txt.gz · Last modified: 2014/03/18 17:27 by target
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