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Defining the debtors Form

This form is used to create new debtor accounts or alter existing records and there are various tabs and sections to the form. The minimum detail required to create a debtor record is Account No, Name and Classification. Debtor accounts are only available for use in other sections of the application if the Trading Status is set to 'Active'.

Header - general customer details including name and contact numbers
Main - information about customer staff, groups to manage communications and details of any branch or subsidiary debtors
Financials - displays period balances outstanding as well as term and invoice discount details. The tab also displays linking to the General Ledger and pricing information
Address - delivery and freight forwarder information
Transactions - current unpaid invoices and unallocated receipts and credits. Past transactions can also be viewed in this tab
Notes - notes on the customer account
To-Do - tasks that have been created for the customer. New tasks that are automatically linked to this account can be created from this tab
Credit - customer limit and On Hold information
Customer Activities - quick access to current and past customer activities
Sales - 2 years sales and budget information at a glances
Other - other customer information including Documents and custom fields