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This text refers to program version 4.2  

Customer Contract Defaults

Use this setting to set defaults for the Factor, Class, Period Type and invoicing instructions on the 'Dates' card of new Contracts in the name of particular Customers. These defaults will be used when you enter these Contracts directly to the Contract register, when you create them from Invoices using the 'Create Contract' Operations menu function and when you create them from Contract Quotations using the 'Make Contract' Operations menu function. In all other cases (i.e. when there is no record for the Customer in this setting), defaults are taken from the Contract Defaults setting. You can override the defaults in an individual Contract if necessary.

On opening the setting, the 'Customer Contract Defaults: Browse' window is shown, listing the Customers for whom Contract Defaults have already been entered. To enter a new record, click the [New] button in the Button Bar. The 'Customer Contract Defaults: New' window appears: enter the details as appropriate and click [Save] to save the new record.

Customer

Paste Special    Customers in Customer register

Enter the Customer Number for the Customer for whom the defaults are being set. Only one Customer Contract Defaults record can be entered for a particular Customer.

Factor, Class, Period Type, Invoice

Please refer to the description of the 'Dates' card of the Contract register for details of these fields and options.

In the case of Contracts created from Contract Quotations, only the Factor and the Invoice options are used, since the other information will be taken from the Quotation itself.

Invoice (Detailed, Group Invoice, One row per Contract row)

These options are used in Denmark only. Please refer to your local Hansa representative for details.

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