Enter a unique name for the Characteristic.

Select one of the following Characteristic assignment options:

Select from the following advanced features, if needed. These advanced options are not required, but if used they will enforce greater consistency and control over the values entered for your Characteristics. Typically when using these advanced validation features, you will specify either an input mask or a validator. If you decide to use both at once, they must be coordinated and consistent―otherwise users will experience difficulties when attempting to enter Characteristic values.

Enter a brief description of the Characteristic.

Closes the screen without creating a Characteristic, returning you to the previous screen.

Creates the Characteristic and adds it to the master list of Characteristics.

Enter an identification number for the Sales Representative.

Select if the Sales Representative is currently active. Not selecting means the Sales Representative is inactive.

Enter the name of the Sales Representative.

Enter the commission percentage for the Sales Representative. For example, if the commission is to be 5%, enter the value ".05".

Closes the screen without creating a Sales Representative, returning you to the application desktop.

Creates the Sales Representative and enters their information into the master list of Sales Representatives.

Enter the name of the Shipping Zone.

Enter a description to identify the Shipping Zone.

Closes the screen without creating a Shipping Zone, returning you to the application desktop.

Creates the Shipping Zone and adds it to the master list of Shipping Zones.

Enter an identifying code for the Ship Via.

Enter a description to identify the Ship Via.

Closes the screen without creating a Ship Via, returning you to the application desktop.

Creates the Ship Via and adds it to the master list of Ship Vias.

Enter a name to identify the Shipping Charge Type.

Enter a description to identify the Shipping Charge Type.

Select to allow free-form Freight Charges to be added to a Sales Order. If not selected, you are indicating that free-form Freight Charges may not be added to Sales Orders which specify the Shipping Charge Type.

Closes the screen without creating a Shipping Charge Type, returning you to the application desktop.

Creates the Shipping Charge Type and adds it to the master list of Shipping Charge Types.

Enter an identifying code for the Tax Code.

Enter a description to identify the Tax Code.

Specify a valid General Ledger Account. This is a Liability Account. It will be credited when Invoices are posted and debited when Credit Memos are posted.

Select a valid Tax Class.

Select a valid calculation basis. This list includes "Base Price" and all other Tax Codes that share the same Tax Class. When "Base Price" is selected the Tax Code may be assigned on the Tax Assignment window, and the tax calculation will be based on the base price amount to be taxed, plus any applicable cumulative taxes. When a Tax Code is selected, then the Tax Code will be calculated against the derived amount from the referenced Tax Code. This is a method to defined nested taxes or "a tax on a tax".

Select a valid Tax Authority.

Closes the screen without creating a Tax Code, returning you to the application desktop.

Creates the Tax Code and adds it to the master list of Tax Codes.

Display includes Rates for the specified Tax Code.

Opens screen for creating a new Tax Code Rate.

Enables you to edit highlighted Tax Code Rates. The edit screen is the same as that for creating a new Tax Code Rate—except that when editing, the fields will contain Tax Code Rate information. Double-clicking on a Tax Code Rate also bring you to the editing screen.

Enables you to view highlighted Tax Code Rates. Highlight a Tax Code Rate and then select this button to reach a read-only view of the "Edit" screen.

Highlight a Tax Code Rate and then select this button to expire the Rate. The Effectivity End Date will be changed to the current date.

Highlight a Tax Code Rate and then select this button to remove the Rate from the list.

Enter the date that this Tax Code Rate becomes effective.

Enter the date that this Tax Code Rate is no longer effective.

Enter the tax rate as a percentage.

Enter the additional flat rate amount.

Closes the screen without adding a new Tax Code Rate to the list of Tax Code Rates.

Creates the Tax Code Rate and adds it to the list of Tax Code Rates.

Enter a format name to identify the Shipping Form.

Specify the report definition you want to associate with the Shipping Form.

Closes the screen without creating a new Shipping Form, returning you to the application desktop.

Creates the Shipping Form and enters the information into the Shipping Form master list.

Enter an identifying code for the Sales Category.

Select if the Sales Category is currently active. Not selecting means the Sales Category is inactive.

Enter a description to identify the Sales Category.

Identify a General Ledger (G/L) Account to distribute Sales Revenue to. This is a Revenue Account. It will be credited when Invoices for Non-Inventory goods are posted.

Specify a General Ledger (G/L) Account to use for handling prepaid Receivables. This is a Revenue contra Account. If a Sales Category is used when entering a Miscellaneous A/R Credit Memo, this Account will be debited when the Credit Memo is posted. If used when entering a Miscellaneous A/R Debit Memo, the Account will be credited when the Debit Memos are posted.

Specify a General Ledger (G/L) Account to use for handling Customer deposits. This is an Asset Account. If a Sales Category is used when applying a Cash Receipt to a Customer Invoice, this Account will be credited when the Cash Receipt is posted.

Closes the screen without creating a Sales Category, returning you to the application desktop.

Creates the Sales Category and adds it to the master list of Sales Categories.

Enter a code number to identify the billing Terms.

Enter a description to identify the billing Terms.

Select one from the list below by clicking on the radio button to the left of the option.

Select if billing Terms are used for Accounts Payable.

Select if billing Terms are used for Accounts Receivable.

Select a number using the arrow buttons, or manually enter a value up to a maximum of 999. If the Terms type is "Days," then this refers to the number of days after the document (Invoice, Voucher, etc.) date which a payment is considered overdue. If the Terms type is "Proximo," then the setting refers to the day of the month of the document (Invoice, Voucher, etc.) date on which payment is due.

Days: Select a number using the arrow buttons, or manually enter a value up to a maximum of 999. Specifies the number of days within which a payment must be made or received to take advantage of any Terms discount.

Specify the amount of any early payment discount.

Specify the day of the month on or after which the due date will advance to the next month.

Closes the screen without creating new billing Terms, returning you to the application desktop.

Creates the billing Terms and enters the information into the master list of billing Terms.

Specify Site to be associated with the Account assignment.

Select to associate all Customer Types with the Sales Account assignment.

Specify the Customer Type you want to associate with the Sales Account assignment.

Enter a Customer Type pattern to select a range of Customer Types. Refine your search using Regular Expressions.

Select to associate all Product Categories with the Sales Account assignment.

Specify the Product Category you want to associate with the Sales Account assignment.

Enter a Product Category pattern to select a range of Product Categories. Refine your search using Regular Expressions.

Identify a General Ledger (G/L) Account to assign as the default Sales Account. This is a Revenue Account. It will be credited when Invoices are posted.

Identify a General Ledger (G/L) Account to assign as the default S/O Credit Memo Account. This is a Revenue contra Account. It will be debited when S/O Credit Memos are posted.

Identify a General Ledger (G/L) Account to assign as the default Cost of Sales Account. This is an Expense Account. It will be debited when Sales Order Items are shipped. It will be credited when Sales Order Items are returned to Stock—either through Shipping or the processing of a Sales Order Credit Memo.

Identify a General Ledger (G/L) Account to assign as the default Returns Account. This is a contra Revenue Account. It will be debited when sales Credit Memos are posted.

Identify a General Ledger (G/L) Account to assign as the default Cost of Returns Account. This is a contra Expense Account. It will be credited when Return Authorization quantity is posted as received.

Identify a General Ledger (G/L) Account to assign as the default Warranty Account. This is a contra Expense Account. It will be debited when warranty Items are shipped and credited when warranty Items are received.

Closes the screen without creating a Sales Account assignment, returning you to the previous screen.

Creates the Sales Account assignment and adds it to the master list of Sales Account assignments.

Specify the Customer Type you want to associate with the A/R Account assignment.

Enter a Customer Type pattern to select a range of Customer Types. Refine your search using Regular Expressions.

Identify a General Ledger (G/L) Account to assign as the default A/R Account. This is an Asset Account. For example, it will be debited when Invoices are posted and credited when Cash Receipts are posted.

Identify a General Ledger (G/L) Account to assign as the default A/R Prepaid Account. This is a Revenue contra Account. It will be debited when Miscellaneous A/R Credit Memos are posted and credited when Miscellaneous A/R Debit Memos are posted.

Identify a General Ledger (G/L) Account to assign as the default Freight Account. This is a Revenue Account. It will be credited when Invoices are posted and debited when S/O Credit Memos are posted.

Identify a General Ledger (G/L) Account to assign as the default Deferred Revenue Account. This is a Liability Account. It is an optional Account, as systems may be configured to ignore it when handling Customer Deposits. When this Account is used, it will be credited when unapplied Cash Receipts are posted and debited when the A/R Credit Memos resulting from unapplied Cash Receipts are applied to A/R open items.

Closes the screen without creating an A/R Account assignment, returning you to the previous screen.

Creates the A/R Account assignment and adds it to the master list of A/R Account assignments.

Specify the Customer Type you want to associate with the listed Customer Forms.

Enter a Customer Type pattern to select a range of Customer Types. Refine your search using Regular Expressions.

Specify the Invoice Form you want to assign to the Customer Type(s).

Specify the Credit Memo Form you want to assign to the Customer Type(s).

Specify the Statement Form you want to assign to the Customer Type(s).

Specify the Quote Form you want to assign to the Customer Type(s).

Specify the Packing List Form you want to assign to the Customer Type(s). The Packing List selection is used after Sales Order Line Item quantity has been issued to Shipping.

Specify the Sales Order Pick List Form you want to assign to the Customer Type(s). The Sales Order Pick List selection is used before Sales Order Line Item quantity has been issued to Shipping.

Closes the screen without creating a Customer Form assignment, returning you to the previous screen.

Creates the Customer Form assignment and adds it to the master list of Customer Form assignments.