Accept or amend the value displayed in this field which refers to the federal employer identification number or, in case of an individual, the social security number. The default value comes from the vendor's record if a vendor code is entered in the Vendor # field. This field is available only if the company's country tax selected is United States.

For companies with Canada as country tax, accept or amend the value displayed in these fields. The default value comes from the Company Tax ID area of the Company Setup > Regional Settings page.

If the customer is exempt from sales tax, enter in the Resale # field the customer’s resale number.

Enter in this field the sales tax code that will be applied to the line items in the sales order or invoice that you will create for this customer. This sales tax rate will be imposed on the line items if the Ship To Address field is blank in sales orders. This will also be the default tax rate in the Payment/Bill/Ship page in any of the applicable functions in the Sales Order or Accounts Receivable module.

•If a vendor code is entered in the Vendor # field, accept or amend the default value in the Primary Address field. Alternatively, you may click the Search button to display the Search window where you can select the company's address you wish to assign as the primary address. Once a valid address is selected, the related address information will automatically fill up the respective address fields. To create a new address record, click the underlined Primary Address field label to directly access the Address Maintenance function.

•If no vendor code is entered in the Vendor # field, manually enter in the fields under the Primary Address field area the related address information such as the street address, city, state/province, zip code and country location of the address.

3.1. In the Contact Name field, click the List box button to select from the available list the contact record you wish to assign as the company's primary contact. Once a contact record is selected, it's details are shown in their respective fields.

3.2. To amend the phone and/or e-mail information, click the List box button beside the respective field; then, select from the list.

4.1. In the Record Since field, enter the date the customer record was created and saved. Accept or amend the default date which is the system date.

Accept or amend the value in this field which is the URL of the vendor company's website. The default value comes from the customer record entered in the Customer # field above.

This field refers to the currency code that you will use when recording transactions for this vendor. This field is enabled only if the Use Multi-Currency option has been activated in either the PO Module Setup or AP Module Setup functions. Accept or amend the default value which is your company's home currency. Note that you can only specify currency codes that have been set up in the Currency Code Maintenance function. You must be cautious when assigning currency codes as these cannot be changed after you have saved the initial vendor record setup.

Enter in this field the customer class based on the customer company's business. The system will use this date to categorize this customer record. The class codes available in this field are created using the Miscellaneous Maintenance function where the Type is set to "Class".

Enter in this field the customer industry code to which the customer belongs. The system will use this data to categorize this customer record. The customer industry codes available in this field are created using the Miscellaneous Maintenance function where the Type is set to "Customer Industry".

Enter in the Territory field the customer's territory where the business is being conducted. The territory customer codes available in this field are created using the Miscellaneous Maintenance function where the Type is set to "Territory Customer".

Enter in these fields the address codes for the customer’s billing and shipping addresses, respectively. These addresses will be the default billing and shipping addresses in the sales orders and invoices for this customer. Click the Bill To Address or Ship To Address field labels to display the Address Code Maintenance function screen where you can create new address records for billing and shipping. For more information, refer to the Address Code Maintenance section

Ship via codes determine the shipping method or shipping courier that will be used to ship the inventory items. Accept or amend the default value which comes from the Ship Via field in SO Module Setup. The ship via code you enter in this field will be the default method of shipment for customer orders.

FOB codes determine the point at which title for goods shipped passes to you. Accept or amend the default value in this field which comes from the FOB field in SO Module Setup. This will be the default point at which the ownership of the shipped goods will pass to the customer.

Enter in this field the salesperson code which will be the default salesperson when you create sales orders or invoices for this customer.

Enter in this field the warehouse code which will be the default warehouse when create sales orders and invoices are created for this customer.