Client Masterfile
When adding a Customer in the Client Masterfile, the Client Code can be left blank and the Company Name can be populated.
The Client Code will be automatically generated based on the Company Name entered.
The following warning message will be shown if the Client Code field is left blank and the Company Name is entered first.
Client Masterfile – Client Notes
A Creditors Tab has been added to the Client Notes.
The Invoice Tab has been renamed to ‘Debtors Invoice’.
If ‘Create Debtors / Creditors Invoice – Customer Invoice Notes’ = YES, then the Client Notes will be shown when creating a Creditor Invoice (Creditors Tab shown in Client Notes) and Debtors Invoice (Debtors Invoice Tab shown in Client Notes).
Please see below screenshot for your reference.
Client Masterfile – Options Menu
The Suppliers Masterfile and Export Consignee links have been added to the Option Menu in the Client Masterfile.
These links will only be enabled after retrieving a Customer in the Client Masterfile.
When the Suppliers Masterfile link is selected, it will direct the user to the Suppliers Masterfile Screen and show all records for the Customer retrieved.
When the Export Consignees link is selected, it will direct the user to the Export Consignees Screen and show all records for the Customer retrieved.
If the ADD Button is selected in both of these Screens, then the Customer retrieved will show in the Client field and be disabled.
Please see screenshot for your reference.
Client Masterfile – Client Personnel
The following fields have been added to the Client Personnel Screen:
- Company Telephone:
- Read Only field
- This information is retrieved from the Phone field on the General Tab of the Client Masterfile
- ID No
- Read Only field
- This ID Number is system generated when a new record is created
- Office
- Free Text field
- Optional field
- Office Location for the Client
An ID No field has been added to the Client Personnel Screen.
This is a system generated number when a new record is created. Read Only field.
The ‘Telephone’ field has been renamed to ‘Direct Telephone’.
Please see below screenshot highlighted for your reference.
Client Masterfile – Exchange Variance
A system option has been added to allow the user to assign a specific Exchange Variance to each Customer.
System Option – EXCH_VAR
If the value is set it will then be shown in the Exchange Variance field of the Debtor Tab in the Client Masterfile.
Client Masterfile – Print Copies
The following field has been added to the Debtor Tab in the Client Masterfile.
- Print Invoice Copies (Invoice Printing Options Group)
If this field is populated against a Customer, when a Debtors Invoice or Manual Debtors Invoice is printed for that Customer the value will then be shown in the Copies field in the Print Menu Screen.
NOTE: This field can be left blank.
When a new Customer is added this field will default to 1.
Please see below screenshot highlighted for your reference.
Client Masterfile – General Tab
The following fields have been added to the General Tab of the Client Masterfile.
- Account Manager
- Optional field
- Active Users from the User Masterfile are shown in the Zoom
- Forwarding Representative
- Optional field
- Active Users from the User Masterfile are shown in the Zoom
- Customs Representative
- Optional field
- Active Users from the User Masterfile are shown in the Zoom
Please see below screenshot highlighted for your reference.
Client Masterfile – Importer Tab (AU ONLY)
The following field has been added to the Importer Tab of the Client Masterfile:
- OEFT Limit
- This field is only shown if Owner EFT = YES
- Optional field
- If this field is populated, then it will be printed on the Job Sheet
Please see below screenshot highlighted for your reference.
