Customer terms overrides

The payment terms for a customer in Enrich can be overridden for specific modules. For example, if the customer is required to pay for work within 30 days, you could override that for lease payments and require that they pay within 15 days.

This table is also used to check whether a PO number is required. The Customer PO Flag is used not only at the customer level but also at the application level (WO - work order, RC - rental contract, MC - manual charges).

1. At the Asset Management main menu, click on the Customer button. The Work With Customers display screen appears.
2. Right-click on the customer and select Edit Customer. The Edit Customer change screen appears.
3. Click Terms Override . The Edit Customer Terms Overrides add screen appears.
4. Fill in the fields as required.

   Applicationis the software program or module (e.g. Lease Rental, Asset Management, etc.) or function (e.g. rental agreement or work order or manual charges) that the terms override and/or PO required flag applies to. You can right-click in the field and select Prompt to select the application from a list.

   PO Requiredflags whether or not a purchase order will be required for the customer in the specified module or function (e.g. rental agreement or work order or manual charges). You can right-click in the field and select Prompt to select the flag from a list.
        If the customer PO flag = N then we will not drill down at the application level.
        If the customer PO flag = Y and the application PO required flag = Y then a PO is required.
        If the customer PO flag = Y and the application PO required flag = N then NO PO is required.
        If the customer PO flag = Y and the application PO required flag is not found then a PO is required.
        This checking is also done on Premium Forms. When printing or reprinting, if the PO is required and the invoice's billing date is not covered by the PO, the print will be sent to the PO Exception printer IF set up in the Premium Forms business parameters.

   Termsdefines the terms that will be used on transactions in the specified application for the customer. You can right-click in the field and select Prompt to select the terms from a list.

5. Click Enter to save the overrides.

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