Customer locations (CR303010)

For more information: Enable/disable functionalities (CS100000).

This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

The top part

In this area, you can select a customer and create a new location for it, or select an existing location for editing.

Business connection

The customer this location is associated with.

Location ID

The identifier of the location; an alphanumeric string of up to six characters may be used.

The system automatically assigns the identifier (MAIN) to the first location associated with the customer. For each additional location, you can specify the identifier.

Active

A check box that you select if the location is active.

For auditing purposes, locations cannot be removed. If the location is not used, mark it as inactive by clearing the check box.

Location name

A descriptive name to help users recognise the location.

You can enter an alphanumeric string of up to 30 characters.

The General information tab

On this tab, you can specify the location’s contact and address information. The tab has elements organised in sections to make it easier to find information.

The Location contact section

Same as main

A check box that you select if the contact information is the same as the company’s main information.

If this check box is selected, the elements below it are populated with this information.

Company name

This location’s legal business name.

Attention

Information about the contact person.

Email

The location’s default email address.

Web

The website address (if any) related to the location.

Phone 1

The primary phone number of the location.

Phone 2

An additional phone number of the location.

Fax

The default fax number of the location.

The Location address section

Same as main

A check box that you select if the location address is the same as the customer’s main address.

The system then populates the elements below with this address.

Address 1

The first line of the address of this location.

Address 2

The second line of the address.

Postcode

The location’s postal code.

City

The city of the location.

Country

The country of the location.

County

The county or province of the location.

View on map

A button you can click to view the location on a map.

VAT registration ID

The optional VAT registration ID associated with the location. An input mask or regular expression can be set to validate this value.

Corporate ID

The organisation number to be used for the customer location.

VAT zone

The VAT zone associated with the location.

Export type

The export type defined for the customer location.

The Shipping instructions section

Warehouse

The warehouse to issue the goods to the location.

This field appears only if the Warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.

Ship via

The carrier used for shipping the goods to the customer location.

Shipping terms

The shipping terms used in relations with the location.

Shipping zone

The shipping zone used to calculate the freight charge when your company ships goods to the location.

FOB point

The location at which title for the shipment passes from your company to the customer location.

Residential delivery

A check box that indicates (if selected) that the shipment will be delivered to a residential area.

Saturday delivery

A check box that indicates (if selected) that the shipment may be delivered on Saturday.

Insurance

A check box that indicates (if selected) that insurance is required for the order.

Shipping rule

The option that defines how the orders should be fulfilled for this customer location. You can use one of the following options:

Ship only when complete: only completely fulfilled orders are allowed.
Back orders allowed: back orders are allowed if some items are out of stock.
Cancel remainder: the ordered quantity can be shipped partially, and the quantity remaining after the first shipment will be cancelled.

Order priority

The priority of sales orders of this location. (This setting has no business logic tied to it in the current version and can be used for informational purposes only.)

Lead time (days)

The number of days required for shipped goods to reach the location.

Calendar

The calendar associated with the location. Calendar settings are defined in the Work calendar (CS209000) window.

The Excise duty section

This tab section is only available if the Excise duty functionality in the Enable/disable functionalities (CS100000) window is enabled.

Exclude from duty calculation

A check box that you select if you want the location to be excluded from excise duty calculations. Orders and invoices with items connected to excise duties will display excise duty amounts and totals, but these will always be 0.

Released invoices with excise duty items are traceable in the Sales/returns excluding excise duty (EF402000) window.

The General ledger accounts tab

On this tab, you can specify the general ledger accounts associated with the location.

Same as default location: A check box that indicates (if selected) that the accounts to be used for this location are those specified for the default customer location.
Customer ledger account: The asset account used to record the account balance for this location.
Customer ledger sub.: The corresponding subaccount.
Sales account: The account used to record sales to this location; you must specify this account.
Sales - non-taxable account: The account used to record non-taxable sales to this location.
Sales - EU account: The account used to record the EU sales to this location.
Sales - export account: The account used to record the export sales to this location.
Sales sub.: The corresponding subaccount; you must specify a subaccount.
Discount account: The expense account to record the discount received by the customer location.
Discount sub.: The corresponding subaccount.
Freight account: The account to record freight charges for sales orders.
Freight sub.: The corresponding subaccount.

The AutoInvoice settings tab

Fields to be used when sending electronic invoices in PEPPOL BIS 3.0 format.

The PEPPOL scheme section

Endpoint

Seller electronic address identification scheme identifier. The identification scheme identifier of the seller electronic address.

Example value: 0088

Party identification

Buyer identifier identification scheme identifier. The identification scheme identifier of the Buyer identifier.

Example value: 0088

Party legal

Seller legal registration identifier identification scheme identifier. The identification scheme identifier of the Seller legal registration identifier.

Example value: 0007

The References section

Accounting cost ref.

Invoice line buyer accounting reference. A textual value that specifies where to book the relevant data into the buyer’s financial accounts.

Example value: 4217:2323:2323

Originator document ref.

Tender or lot reference. The identification of the call for tender or lot the invoice relates to.

Example value: PPID-123

Contract document ref.

Contract reference. The identification of a contract.

Example value: 123Contractref

Concepts

Tasks

Add customer locations