Details relevant information for the customer including their mailing address and current financial information at the time the sales order was processed.
| Field | Description |
|---|---|
| Account No | Populated from the debtor record |
| Company | Debtor name on the debtor record |
| Address Details | Mailing address details from the debtor record |
| Tax Exempt No | Populated from the debtor record if it exists. System setting UseTaxExemption sets tax rate to zero for all lines if active |
| Contact Name | Select from the search window attached to that field. Contact names entered in the Debtor record are displayed for selection. Manual data entry is permitted by the debtor record will not be updated with any changes entered in this field |
| Email Address | Filed is populated from the Email field in the header window from Debtor Maintenance. Any changes in the sales order form are not updated back to the debtor record |
| Credit Limit | Limit set in Credit tab of the debtor record |
| Current Balance | Current balance on the account - excluding the current sales order |
| This Inv Value | Delivered value on the current sales order including Courier, freight etc |
| B.O. Value | Inc GST sales value of goods back ordered on the current sales order |
| Credit Available | Available credit calculated including the value of the current sales orders. System setting IncludeValueOfBackOrdersInCreditLimitCheck controls whether back orders are to be taken into account in the calculation |
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