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  • Customer Business Unit Association
  • nishitD
  • 2015-05-11 04:31:58
You need to assign a customer to a business unit to create sales order and invoice for that customer in the specific business unit.

To assign a business unit to a customer, Navigate to Accounts Receivable -> Customer; Query an existing customer and click on assignment detail against that BU, enter all the relevant information for the customer business unit (as described below) and save the record.


Customer BU Id:
Customer BU id is a system generated unique id for the customer business unit association. Customer BU id is a read-only field.
All the other fields in the header region except the status are read-only fields.

(Features as per Design – Few features are not fully functional)

Receivable Account:
Enter a receivable account for the customer-business unit association. System debits this account when invoice is created for the customer.

Revenue Account:
Enter a revenue account for the customer-business unit association. System credits this account when an invoice is created for the customer.

Freight Account:
Enter a freight account for the customer-business unit association, if you track revenue and freight separately. System credits this account when an invoice is created for the customer.

Clearing Account:
Enter a clearing account for the customer-business unit association. System uses the clearing account only for imported invoice. Manually created invoices don’t use clearing account. If the debit & credit amounts are not same for imported invoices then system use this amount to balance the amount.

Unbilled Receivable Account:
Enter an unbilled receivable account for the customer-business unit association. System debits this account when a deposit is created for the customer. This account is cleared when you create an invoice and match to the initial deposit.


Currency:
Enter the preferred currency of the customer – business unit association.

Payment Term:
Select the payment term as agreed with the customer for the specific business unit.

Bank:
Select the name of the customer bank as used by the business unit.

Bank Account:
Select the account number of the customer bank as used by the business unit


Order Type:
Enter a default order type for the customer – BU association. This is an option field. If you enter the order type in this field then system will default this order type and all the related information in sales order form. This field takes higher precedence than the customer-site order type field.

Price List:
Enter a default price list for the customer – BU association. Value entered in this field defaults to sales order created for this customer site. System will allows you to change this value in the sales order. This field takes higher precedence than the customer-site price list field.

Fright Terms:
Enter the freight terms as agreed by the customer site. This field takes higher precedence than the customer-site freight terms field.

FOB:
Enter default freight on board as agreed by the customer site. This field takes higher precedence than the customer-site FOB field.
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