MoversSuite Administration > Accounting and Financial Services > Customer
Define customer records needed for accounting transaction generation when MoversSuite is not linked to Microsoft Dynamics GP.
Customer records are needed for revenue generation and access to many other Revenue Entry functions.
The following table describes the fields available when managing this setup:
|
Field |
Description |
|
Customer Number |
Enter the identification number of the customer (up to 15 characters). Records are assigned to orders, transactions, and personnel by this value. |
|
Customer Name |
Enter the customer name (up to 65 characters). Records are assigned to orders, transactions, and personnel by this value. |
|
Customer Class |
Enter the class that this customer is categorized under (up to 11 characters). |
|
Contact Person |
Provide a name of a contact for the customer (up to 61 characters). |
|
Address Line 1 |
First line of the mailing or physical address for the customer (up 61 characters). |
|
Address Line 2 |
Second line of the mailing or physical address for the customer (up 61 characters). |
|
Address Line 3 |
Third line of the mailing or physical address for the customer (up 61 characters). |
|
Country |
Enter the city of the customer (up to 35 characters). |
|
City |
Enter the state of the customer (up to 29 characters). |
|
State |
Postal code for the mailing or physical address for the customer (up to 11 characters). |
|
Postal Code |
Enter the country of the customer (up to 61 characters). |
|
Phone 1 |
Provide a phone number for the customer (up to 21 characters). |
|
Phone 2 |
Provide a second phone number for the customer (up to 21 characters). |
|
Inactive |
Mark this flag if the customer record is unavailable to MoversSuite. |
|
Date Created |
This field displays the date that this record was created. |
|
Date Last Modified |
This field displays the date that the record was last modified. |