1. Procedure in Cust.Q

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

3. 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.

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

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

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

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

8. 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.

9. 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

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