Sales
Order/Invoice Maintenance/Credit Memo - Additional Customer Information
Program/Screen: SAPOET/SAPOET22
Description:
Use this screen to enter or update additional information about the customer such as market segment, payment code, and billing code.
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Navigation
Access this popup window from within the Sales Order/Invoice Maintenance/Credit Memo programs, the Create Sales Quote program, or the Create Proforma Invoice program by pressing F17 (Shift + F5) while on the Customer Information screen. Enter information in this window, and then press Enter to return to Customer Information.
Although
this topic covers the popup window for Sales Order/Invoice and Sales
Credit Memo, this same popup window is also used in Create Sales Quote
and Create Proforma Invoice.
Unique Sales Order/Invoice Maintenance/Credit Memo Screens
Sales Order Maintenance - Launch
Sales Order/Invoice Maintenance - Customer Information
Sales Credit Memo - Customer Information
Additional Customer Information
Sales Order/Invoice Maintenance/Credit Memo - Item Information
Sales Order/Invoice Maintenance/Credit Memo - Review
Fields
Enter the code that allows you to track transactions for this customer as part of a user-defined market segment. Set up market segment codes using Default Codes in Cross Applications.
Indicate whether the customer location is within the city limits.
Enter a code to indicate how this customer was referred to you.
Enter a code to indicate when invoices will be due for this customer. For example, code A3 could represent an invoice due date of 1 mo (30 days) on the 10th.
Enter a code to indicate how this customer will pay their invoices. For example, code K could represent payment by check.
Enter a code to indicate how this customer will be billed if they choose summary invoicing. For example, code J represents a billing type of summary invoice by job.
If applicable, enter a code that represents the type of contract being created.
There may be up to 4 additional fields in this window where you can enter other user-defined information for the customer in association with this transaction. Use code UD in the Default Codes program in Cross Application Maintenance to create the headings for these fields.
Function Keys
|
Function Key |
Description |
|
F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
|
F3 |
Exit. Exit the page or program. |
|
F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
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