|
You are here : CRM > Sales Master > Customer Billing Master Customer Billing Master
|
This option allows to link a customer with one or more other customers that have to billed along with it.
Specify the Customer for which Bill-to Customers have to be linked.
Click on the 
icon on the field to access a list of already existing Customers
defined through Customer
Master option. Select your desired Customer from the list by scrolling
down to it and click on 'Continue' button. Press <TAB>.
You can not select a Customer that has been deactivated through Activate/De-Activate Master option in Administrator Tools Module. The help will also not display such Customers.
A list of all Bill-to Customers that have been linked with the selected Customer will be displayed in a grid as follows -
Please note that the grid will always display the selected Customer and its other details in the first row.
Click on 
button to enter new Bill-to Customer. As a result, a new row will
added in the end of the grid.
Field description of the grid -
Action
Click on the
icon to remove a record from the grid. Click on the 'Delete' icon again to un-delete the record.
Bill-To Code:
Denotes the Code of the Bill-to Customer.
Click on the
You can not select a Customer that has been deactivated through Activate/De-Activate Master option in Administrator Tools Module. The <F5> help will also not display such Customers.
Name:
Name of the selected Customer Code will be displayed automatically.
Is this Default (Y/N)?
Denotes whether the Bill-to Customer is default for the selected Customer. Please note that only one Bill-to Customer can be default.
In case a Customer is being linked with other Bill-to Customers for the first time, it will automatically be considered as default. You can change it.
Click the small white box to select it in case the Bill-to Customer is default one. Please note that since there can be only one default customer, IMMS will automatically change the status of previous default Customers as un-ticked. Click on the white box again if the Bill-to Customer is not a default one.
Rate Structure Code:
Denotes the Rate Structure for the Bill-to Customer. You can keep it blank.
Click on the field to access a list of already existing Rate Structures defined through Rate Structure Master option of Purchase Module. Select your desired Rate Structure from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Rate Structure Code.
You can not select a Rate Structure that has been deactivated through Activate/De-Activate Master option in Administrator Tools Module. The help will also not display such Rate Structures.
Rate Structure Name:
Automatically displays the name of the selected Rate Structure.
Address -1:
Automatically displays the Address 1 of the selected Bill-to Customer as specified through Customer Master option. You can not change it.
Address -2:
Automatically displays the Address 2 of the selected Bill-to Customer as specified through Customer Master option. You can not change it.
Address -3:
Automatically displays the Address 3 of the selected Bill-to Customer as specified through Customer Master option. You can not change it.
City Code:
Automatically displays the City Code of the selected Bill-to Customer as specified through Customer Master option. You can not change it.
City Name:
Automatically displays the name of the City. You can not change it.
Pin Code:
Automatically displays the Pin Code of the city. You can not change it.
State:
Automatically displays the State of the selected Bill-to Customer. You can not change it.
Country:
Automatically displays the Country of the selected Bill-to Customer. You can not change it.
Click on 'Save' button to save the Bill-to Customers or 'Cancel' to discard.