AR10.1 - Customer After you set up customers at the customer group level in AR09.1 (Customer Group Address), use AR10.1 (Customer) and its form tabs (Main, Address, Processing, Application, Statement, Finance, User Fields, VAT, and Dunning) to set up and maintain customers at the company level. This is the first of two forms used for customer maintenance. Many customer values default from the customer at the group level, the customer default code, and the company. You can override default values if needed. On the Main form tab, you assign various codes, limits, and identifiers to the customer. If you assigned credit and order limits to the customer in AR09.1 (Customer Group Address) and the customer is shared by more than one company, be sure to change the limits for the customer at each company level. If you are setting up an Order Entry or Billing customer, choose the Billing Cust and Order Entry Cust buttons to access subforms to define order entry options and override defaults for the customer. Before you set up a customer on the Main form tab, the customer default code must be defined in AR08.1 (Customer Defaults), the credit analyst code must be defined in AR06.1 (Credit Analyst), the sales representative code(s) must be defined in AR06.3 (SalesRep), the hold code must be defined in AR16.1 (Hold), the invoice currency code must be defined in the Lawson Currency system, and the customer classes must be defined in AR05.1 (Customer Class). On the Processing form tab, you assign aging options and various codes. This form tab is required during customer setup only if you want to change default values. Before you set up a customer on this form tab, the terms code(s) must be defined in the Lawson Terms system, the lock box code must be defined in AR14.1 (Lock Box), the AR code must be defined in AR15.7 (GL Code), the payment code must be defined in the Lawson Cash Ledger system, and the aging code must be defined in AR15.8 (Aging Code), the tax code must be defined in the Lawson Tax system. When you complete this form tab, if needed, access the Customer Process Level Inclusion subform to continue your customer setup. On the Application form tab, you assign discount reason codes and application tolerances. This form tab is required during customer setup only if you want to change default values. Before you set up a customer on this form tab, the reason code(s) must be defined in AR15.1 (Reason), the AR code must be defined in AR15.7 (GL Code). On the Statement form tab you define various statement options. Before you set up a customer on this form tab, the statement cycle code must be defined in AR04.1 (Statement Cycle). On the Finance form tab, you assign finance charge options. This form tab is required during customer setup only if you want to change default values. Before you set up a customer on this form tab, the finance charge code must be defined in AR07.1 (Finance Charge). On the User form tab, you can enter data in user-defined fields. This form tab is required during customer setup only if you want to enter data in user-defined fields. The user-defined field headings can be defined in the Universe language option and enabled in a user's profile. On the VAT form tab, you enter VAT information for customers of an AR company that was defined as requiring VAT reporting. On the Dunning - Adv form tab, you enter dunning letter options for the customer. The process code must have been defined in AR18.3 (Dunning Processing Code Maintenance) and the language code must have been defined in AR19.2 (Language Code Maintenance). Updated Files AGINGCODE - Updates aging code used flag. ARCONTACTS - Need to delete AR contact records when deleting a customer. ARCUSTFLDS - Need to delete AR customer field record when deleting a customer. ARCUSTOMER - Primary file created by program. ARCUSTPER - Need to delete AR customer period when deleting a customer. ARCUSTTOTS - Primary file updated by program. ARFINANCE - Updates finance charge code used flag. ARLOCKBOX - Updates lock box used flag. ARREASON - Updates adjustment reason code used flag. CBBANKINST - Updates cash code used flag. CRANALYST - Validates credit analyst; updates used flag. CUSTDEFLTS - Updates default code used flag. HOLDCODES - Validates hold code; update hold code used field. MAJCUSTCL - Validates major class; updates used flag. MINCUSTCL - Validates minor class. NATACCT - Primary file updated by program. NATBALANCE - Primary file updated by program. OECUST - Deleted if customer record is deleted. SALESREP - Updates used flag. TERITORY - Updates used flag. TERMS - Used to update used flag. TXCODEMAST - Used as part of tax code validation. TXCOMPANY - Used as part of tax code validation. TXTAXCODE - Validates tax codes. TXTAXTABLE - Use to obtain tax code information. Referenced Files APACCRCODE - Used as part of Accounts Payable company verification. APCOMPANY - Obtains company default information. APCPYVND - Used as part of Accounts Payable company verification. APHLDINV - Used as part of vendor validation. APVENCLASS - Verifies vendor information if carrier field is used. APVENGROUP - Verifies vendor information if carrier field is used. APVENMAST - Verifies vendor information if carrier is used. ARCODE - Validates General Ledger code. ARCOMMENT - Cannot delete customer record if comments exist. ARCOMP - Validates company. ARCUSTGRP - Validates customer group. ARCYCLE - Validates minor class. ARDISPUTE - Cannot delete customer record if dispute records exist. ARDUNCODE - Maintains and validates dunning process codes. ARMICRCUST - Cannot delete if MICR record exist. AROIHDR - Cannot delete if invoice header record exists. AROITEMS - Cannot delete if open item exists. ARPAYMENT - Cannot delete if payments exist. CUCONV - Obtains currency exchange rate. CURELAT - Validates currency relationships. CUSTDESC - Validates customer description. CUSTORDER - Validates Order Entry customer order record. GLINTCO - Validates intercompany relationships. GLSYSTEM - Validates general ledger company information. ICLOCATION - Validates item location record. INSTCTRYCD - Validates the Intrastat country code. OECOMPANY - Validates Order Entry company record. OECREDCARD - Validates Order Entry credit card data. OECUSTCODE - Validates Order Entry customer code. OEFRTCODE - Validates Order Entry freight code. OEINVOICE - Determines if any order entry invoices exist before a customer can be deleted. OEMETHOD - Validates Order Entry ship method code. OEORDDISC - Validates Order Entry order discount code. OEPRCLIST - Validates Order Entry price list code. SHIPTO - Validates Order Entry ship-to code. TXTAXRATE - Use to obtain tax rates. WFSETUP - AR10.2 - Customer Process Level Inclusion After you set up customer defaults on the Defaults Two form tab, use the Customer Process Level Inclusion subform to continue your customer setup. Use this subform to limit the process levels that a customer can create associated invoices for in AR42.1 (Transaction Header) and AR560 (Transaction Interface). This subform is required during customer setup only if you want to limit invoicing process levels for a customer. You do not need to list all process levels to be included; the system assumes all process levels are valid for the customer. Updated Files ARCUSTOMER - Updates process level inclusion flag. ARCUSTTOTS - Primary file maintained by program. Referenced Files ARCOMP - Validates company. ARCUSTGRP - Validates customer group. ARPROCLEVL - Used to validate process level. AR10.3 - Billing Customer Fields When you set up a customer in AR10.1 (Customer), use the Billing Customer Fields subform to define and maintain order entry customer options. Some of the fields on this form default from the default code assigned to the customer. You can override these defaults, if needed. If you use the Lawson Order Entry system, the data you enter on this form is validated. If you use a non-Lawson order entry system, no edits are performed. Updated Files None. Referenced Files ARCOMP - Validates company. INVOKED Programs IFAC ACAC IFCR IFSG IFCU IFAU SLSE SLSU |