Customers and Sales - Module Controls

Modified on Tue, 30 Jan 2024 at 09:08 AM

TABLE OF CONTENTS


Introduction

Facility:  AR_M_000

Menu Path:  Customers and Sales → Setup → Module Controls


The Module Controls form allows you to set custom settings when using the Customers and Sales Module.


Parameters



Field NameDescription

Default Text

Group 1Set a custom name for field Group 1. This will be shown on Customer Maintenance and Customer Inquiry Screens.
This makes it easier for users to understand better what information needs to be inserted in this Group field.
Group 2Set a custom name for field Group 2. This will be shown on Customer Maintenance and Customer Inquiry Screens.
Group 3Set a custom name for field Group 3. This will be shown on Customer Maintenance and Customer Inquiry Screens.
ResponsibilitySet a custom name for field Responsibility. This will be shown on Customer Maintenance and Customer Inquiry Screens.
Responsibility is used to show and filter information, example on the main Workplace and filtering data on forms, and reporting purposes.

Module Settings

Show Credit Terms on InvoiceDisplay Credit Terms (30 Days, 60 Days etc) on Documents
Enable Introducer InputAllow users to input data in the Introducer field (Customer Maintenance)
Allow Document without AllocationsAllow user to print Documents without showing Allocations
Allow Statements Email UpdateIf set to Yes, the system will prompt the users to update the Statements Email when the main customer Email is updated.
Enforce Email on CustomersRequire Users to input the Email when updating Customers
Enforce Mobile on CustomersRequire Users to input the Mobile Number when updating Customers
Enforce Branch on CustomersRequire Users to input the Branch Code when updating Customers

User Fields

1 - 8These fields are used to Tag Customers to issue Customer Lists

Cheque Printing

In UseSpecify if Cheque Printing is being used. This will allow printing of cheques (on pre-printed stationery) when making payments.
TemplateCheque Print Template
Cheque TextText to show on Cheque Print


Emails

The lower part of the Module Controls form is used to enter default text used when sending out e-mails.

  • Documents - This text is shown on the e-mail used to send Invoices, Credit Notes, etc.
  • Receipts - This text is shown on the e-mail used to send Receipts.
  • Customer Portal Welcome Email - This text is shown on the welcome e-mail received by the customer when he/she is set up to use the Online Customer Portal.
  • Statements - This text is shown on the e-mail used to send Customer Statements
  • Statement Header - This text is shown on the Statement top part.
  • Statement Footer - This text is shown on the Statement bottom part.




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