1. Sales Order Management Implementation Guide
  2. Billing Page 1

Billing Page 1

Select the Billing Page 1 tab.

Billing Address Type

Enter a code that tells the system to use this address as a Sold To address, a Ship To address, or both. Valid codes are:

  • X: Indicates a bill to and a ship to address.

  • S: Indicates a ship to address only.

  • B: Indicates a bill to address only.

Related Address Num (related address number)

Enter a value (1 through 5) that points to a related address on the Address Book Revisions form.

You should enter the address number that applies most frequently in those instances where the customer asks us to ship to a variety of locations across the country, but wishes us to send all invoices to a single address. In this case, you would have an address for each shipping destination, each coded with an S in the Billing Address Type field. The billing information for each of these addresses would, in turn, point to a common Related Address Number.

Maximum Order Value

Enter the value above which an order is placed on hold. If you enter an order for which the total is more than the maximum order value, the system displays an error message.

This field is maintained as an integer without decimals.

Minimum Order Value

Enter the value below which an order is placed on hold. If you enter an order for which the total is less than the minimum order value, the system displays an error message.

This field is maintained as an integer without decimals.

Print Message

Enter a value from UDC 40/PM that represents a predefined message set up on the Print Message Revisions form. You can print the message on sales orders, purchase orders, and so forth.

Order Template

Enter a value for a list of items that the customer frequently orders. The items are often grouped based on the product type, such as fuels, lubricants, and packaged goods.

Credit Check Level

Enter a code that controls the way the system conducts credit checking. Codes are:

  • P: Credit check based on the customer's parent number.

  • C: Credit check against the customer number only.

  • S: Credit check against the customer number only.

If you use method P, the system compares the open accounts receivable and open sales orders for the sum of the children and the parent against the credit limit for the parent number. Use method P, for example, when a customer with multiple offices or branches, each of which order from you, asks that all credit checking be reflected in a single account.

Note: Even though credit checking can be conducted at the parent or customer number level, the system posts all accounts receivable to the customer number (SDAN8) when you run the Sales Update program (P42800).
Item Restrictions

Enter a code that designates whether restrictions have been placed on the sale of items to this customer. Values are:

Blank: No restrictions have been place on the sale.

I: Specify that the customer can be sold only those items that are set up on the Item Restrictions form.

E: Specify that the customer cannot be sold the items that are set up on the Item Restrictions form.

Trade Discount

Enter a percentage by which the system reduces the price of each item. This is the only discount that is applied. You can override it if you enter a price.

Enter the percentage as a whole number (that is, 5 for five percent).

Buying Segment Code

Enter a value from UDC 42B/BS that groups customers with similar buying habits.

Customer PO Required (customer purchase order required)

Select to indicate that the customer requires that the Customer Purchase Order Number field be completed during sales order entry.

Exempt from Credit Hold

Select to indicate whether the customer is exempt from credit checking in the Sales Order Processing cycle.

Invoice Consolidation

Select to consolidate invoices for a customer.

Backorders Allowed

Select to allow backorders for this item.

You can allow backorders by item using the Item Master program (P4101) or the Item Branch/Plant program (P41026), by customer using the Customer Billing Instructions program (P03013), or by branch/plant using the Branch/Plant Constants program (P41001).

Substitutes Allowed

Select to specify that the customer accepts substitute items.

Price Pick List

Select to indicate the price information on the customer's pick list, purchase order, or sales order.

Certificate of Analysis Print

Select to indicate that the system should print a Certificate of Analysis document for the customer.

Note: This feature is only activate when the JD Edwards EnterpriseOne Quality Management System is in use and you create the Certificate of Analysis documents.
Bypass Audit Logging

Select to specify whether to bypass the audit logging process for sales order changes.

Customer Inactive

Select to indicate the customer status for JD Edwards EnterpriseOne Customer Relationship Management purposes.

Use Taxed Prices

Select this check box to specify that the customer uses taxed prices in sales orders.

The system displays this check box only when you enable taxed prices for sales orders in the system.