Create Customer Step 6 Window

Use the Create Customer Step 6 window to enter the customer codes and the general service information that controls how the customer charges are created and how they are billed.

Directions:

To display the Create Customer Step 6 window:

1.  From the Enhanced Inquiry, click Tools and then, click Wizards.

2.  In the Create section, click Customer.

3.  To navigate to the step that you want to maintain:

Create Customer Step 6 Data Entry Panel Example:

 

Data Entry Panel - Create Customer Step 6 Prompts

 

Status

To assign a status to the customer, click a choice in the drop-down list.

Service Active Date

Enter the date the services are activated for the customer. (mmddyyyy, Slashes and century not necessary)

Finance Period

Enter the Financial Period ID to assign an aging group to the customer. (4.0 numeric)

Required

Tips:

  • To search for a Finance Period ID, click Search or press [CTRL + f].

  • To create a new Finance Period ID, click Fast Access Maintenance or press [CTRL + o].

Allow Finance Charges

If finance charges should be calculated and assessed when the account is past due, click Yes in the drop-down list.

If finance charges should not be calculated and charged when the account is past due, click No in the drop-down list.

Note:  When determining whether or not a finance charge should be assessed, the Finance Charge routines only consider accounts set to yes.

Discount Code

To assign a discount code to the customer, if they should receive a discount, click a choice in the drop-down list.

Discount Grace Days

Enter the number of days beyond the Discount Date that a discount is allowed for the customer, if applicable. (2.0 numeric)

Rate Class

Enter the defined Class ID as the rate class for the customer.  Rate classes allow customers to be grouped into similar types of customers.  (2.0 numeric)

Required

Tips:

  • To search for a Rate Class ID, click Search or press [CTRL + f].

  • To create a new Rate Class ID, click Fast Access Maintenance or press [CTRL + o].

Billing Frequency

Enter the number of times the customer is billed during the year. (2.0 numeric)

Entry Options:

  • 1 - Annually

  • 2 - Bi-annually

  • 3 - Quarterly

  • 4 - Monthly

Note:  NDS recommends that you maintain a Billing Frequency for each customer.

Lienable

To analyze the customer during the lien process, click Yes in the drop-down list.

To omit the customer from the lien process, click No in the drop-down list.

Rollable

To analyze the customer's account during the rolls process, click Yes in the drop-down list.

To omit the customer's account from the rolls process, click No in the drop-down list.

Tip:  This field is sometimes referred to as the Customer Allow Roll setting.

Company Number

Enter the Company ID (frequently known as the Company Number) assigned to the customer's service.  The Company Number is used to group customers together for reporting purposes. (2.0 numeric)

Tips:

  • To search for a Company ID, click Search or press [CTRL + f].

  • To create a new Company ID, click Fast Access Maintenance or press [CTRL + o].

Number Units

Enter the number of units for the account, if applicable. (4.0 numeric)

Note:  The number of units field can be used in two different ways.

Category

If you use categories for billing, enter the correct Category ID for the customer. (up to 5 characters)

Tips:

  • To search for a Category ID, click Search or press [CTRL + f].

  • To create a new Category ID, click Fast Access Maintenance or press [CTRL + o].

To complete the entries and continue to the next  window, click Next.

Keyboard shortcut:  [ALT + n]

To continue to the next step, click here.