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 information is correct and up to date before processing formal billing requirement |
| - | Billing information is required for invoicing. Information should be accurate before giving accounting department instruction to make sale invoice. | + | **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.1395134860.txt.gz · Last modified: 2014/03/18 17:27 by target
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