AcumatiCares
Bill to Customer at Sales Order Level
Bill to Customer Entry by Sales Order and Sales Invoice transactions Enhancement developed by Information Integration Group, Inc. (IIG) allows companies to enter a bill-to customer for the sales transaction which is different than the customer number on the sales order.
Users are able to setup for each customer record, select customer numbers, a specific customer number, or any customer as possible bill-to customer number to be used for the sales transactions.
Credit Limit checking, function is enhanced to take into account the bill-to customer number entered at the sales order when calculating the Open Order and AR Balance for each customer. The Payments and Applications form loads all transactions for the entered customer taking into account bill-to customer setting at the sales transaction level, and A/R Reports and Inquiries are enhanced to report based on bill-to customer entered on the sales order and sales invoice transactions.
Key features
- Ability to set AR Bill-to customer by sales order and invoice transactions
- Ability to set for each cusotmer selected customers, specific customer or any customer as the bill-to customer option
- Credit approve sales orders based on bill-to customer's transactions
- View customer's open order and AR balance taking into account bill-to customer setting for SO transactions
About Information Integration Group
Information Integration Group, Inc. (IIG) has over 25 years of experience advising and supplying small and medium sized businesses with the proper ERP systems and custom software solutions to fit their company’s needs. We have a talented group of consultants and professionals that can take a comprehensive look at the needs of your business and make sound recommendations based on their findings. Contact us today to get started and take advantage of Cloud solutions to grow your success. We specialize in Acumatica as well as the corresponding Software Enhancements known as Acuboost.
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