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May 11, 2016

5/11/2016 07:03:00 PM


Customer Information Part -1

Customer Information

Who maintains customer information?

Do you default other information (payment terms, shipping, tax) at the Customer Level?

Can this information be changed and updated at the time of invoice entry?

Do you have a central registry of customers which supports more than one business units?

What types of customers do you have?

How do you group your customers for credit limits/credit checks?

How do you group your customers for statements?

How do you group your customers for interest charges for late payments?

How do you group your customers for payment rules?

How many customers do you have?

What type of payment terms do you provide?

Do you provide split term payment terms?

Do you provide discount payment terms?

Do you use customer agreements/contracts to manage specific price lists?

Do you use customer agreements/contracts to manage specific discounts?

Do you use customer agreements/contracts to manage specific payment terms?

Do you use customer agreements/contracts to manage specific invoicing policies?

How do you track customer contact people?

Do you automatically number new customers as they are created?

Do you automatically number customer business purposes as they are created?

Do you track and record relationships between customers for example, franchises, subsidiaries, and so on?

Do you create reciprocal customer relationships whenever you create a relationship between customers for tracking purposes?
 
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