Procedure in Cust.Q

Cust.Q - General We can only enter customer first name(without any space), Or right click, and choose Name Lookup)

Cust.Q - General Customer full name Internal record for our use If the Ship to address is forwarder, Pls clarify should we pay any handling Charges to that company. AR Bal=Customer own our payment Open order= Total Outstanding order amount Created customer code date Customer’s buyer Terms code = payment term Pls right click and check what is the code stand for It is limited by Ringle, if over credit limit, We may not ship any shipment, We have to check their payment date and Ask for approval with Ringle before ship If there is “Y” in Credit Hold, That means we cannot ship any parts. The “hold” must released by Finance dept Sales Rep in IBS Group Any notes if we can mark down, e.g, if customer need COC in every shipment, we can ask Agnes to mark down on the Notes.

Communication in Account dept. Cust.Q - Notes Communication in Account dept.

Summary of our sales base on the amount. Cust.Q - Summary Summary of our sales base on the amount.

Cust.Q – Detail Sales Details information for the parts we sold, Including the description and customer PO#. Our selling price

Cust.Q – Open order Outstanding order that we haven’t ship to customer yet. (including customer PO number and our Delivery schedule to customer)

Cust.Q – A/R Mostly for Accounting use. Acceptable payment days (e.g, Net 30 days payment) Outstanding payment that over 31-60days or 61-90days.

Cust.Q – A/R Activity Our Inv# How many days that customer send us payment E.g, May 22, 08 – March 27, 08.. Received Amount Should be same as invoice amount The date that account receive the check in M3. After receive payment, Account dept enter check number in Accounting system. It’s blank if we not yet received payment. Inv date = ship out date Due Date = Ship out date + payment terms. E.g, Net 30 days = +30days

Cust.Q - Contact Customer contact information (accounting create customer code.)