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Page 1 of 7 Customers Setup (CUS) is used to enter and maintain all of the information relating to an organization to which you supply goods or services.
A customer is linked to a debtor/receivables or client account in the Financials ledger. This account holds all of the financial postings for the customer. When you add a new customer you can create the associated debtor/receivables account at the same time by entering all of the chart of accounts details. Alternatively, if you have already created the account, you can reference this account code to display the ledger account details. A customer record can reference many different static data details, many of which must have been pre-defined. For example, address codes, bank details and contacts. These details are referenced in different ways, depending on whether one or more items can be referenced. Before you add a new customer you should ensure that the following details have been defined, if they are required: addresses, payment terms, bank details, currency code, salesperson, and sales definition code.
The Customer Setup screen contains all the details relating to a customer on a single form. A Customer represents a single geographical site of an organization to which you supply goods and services. All customers must also have a Chart of Accounts record, but this can be created from within the Customer Setup screen. In Customer Set up the following customer details are maintained: Customer communication details (with a link to the Address function) Chart of Accounts record details Payment details (i.e. credit limit, payment terms with a link to the Payment Terms function) Order Entry details (linked to the Order Fulfilment module) Credit details Tax Id details Customer, Account and Transaction Analysis
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(Please note that records pertinent to Order Fulfilment are covered separately in the Order Fulfilment course). A customer and a debtor account are shown on the same form although they are separate entities within the Business Unit. A customer should either have one account only or link to another customer who is an account holder. Customers in the Business Unit may represent a multi-site customer. One of the customers will hold the account for invoicing purposes, on behalf of the others. The rest of the group is linked to the account holder. For example, a multi-national company may have one account holder site and many other sites in each country. Therefore each country could be set up as a multi-site customer. You can also link the customer to the following Accounting module records: Account (where the account has been created separately in Chart of Accounts) Address Book (registered, link, delivery-to, acknowledgement, invoice) Bank Details Currency Payment Terms Group Payment Split Terms Group
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Sun Documentation 
