The Other Info tab is used to record AR/AP zip code and other information.
Address Info
The postbox code and description, postbox / zip code fields and postbox city of the AR/AP address are recorded. The fields can be updated if necessary.
Other Info
Income Tax Number: Indicates the income tax number of the AR/AP.
Region: The region information of the AR/AP.
Distance(km): Indicates the distance between delivery points and the distribution center in kilometers.
Contact Type: The field used to specify the how the AR/AP will be contacted. Recorded customer first contact types are listed, and the related record is selected or defined.
Price Rank: Indicates the price rank to be applied to the AR/AP. The recorded price ranks are listed and the related definition is selected.
Send Reminder for Delay in Payments: This field is used to specify whether reminders will be sent for late payments by the AR/AP. The parameter contains the Yes and No options. When "Yes" is selected, reminders are sent for late payments.
Send Reminder for Shipment Delays: This field is used to specify whether reminders will be sent for late shipments by the AR/AP. The parameter contains the Yes and No options. When "Yes" is selected, reminders are sent for late shipments.
Warn When Selecting: If reminders will be sent to the AR/AP, you check this option and click AR/AP Warning Screen option to enter the warning text.
Will be Insured: Used to determine whether the AR/AP will be insured.
Supplier Evaluation Set: It is the evaluation set default to be used in evaluation operation for supplier type accounts. Recorded supplier evaluation sets are listed and the related criterion is selected.
Risk Controls: This parameter determines the method for risk control transactions. AR/AP risk controls depend on this parameter value. The options are:
- Will be Done By AR/AP
- Will be Done By Parent Level AR/AP
- Will be Done By AR/AP + Parent Level AR/AP
If the "Will be Done By AR/AP" option is selected, risk tracking and control are performed on AR/AP basis.
If the "Will be Done By Parent Level AR/AP" option is selected, risk control and warnings are performed by considering the risk definition and totals of the Parent AR/AP to which the relevant AR/AP is related.
If the "Will be Done By AR/AP + Parent Level AR/AP" option is selected, risk tracking and control are performed on AR/AP and Parent Level AR/AP basis.
Risk controls and warning options specified for the Parent Level AR/AP to which the relevant AR/AP is related are assigned as risk info to the AR/AP, and these fields cannot be edited over the AR/AP record.
User can determine risk limits on AR/AP basis and enter closed risk amounts. Transaction amount is compared to the AR/AP risk limit during control, and user is warned according to the warning options if this transactions exceeds risk limit.
If transaction amount does not exceed AR/AP risk limit, AR/AP risk limit of the relevant Parent AR/AP is checked; and if the risk limit of Parent Level AR/AP is exceeded, user is warned.
If the Parent AR/AP is related to another Parent AR/AP, the top-level AR/AP information applies for all child AR/AP records.
While defining a Parent AR/AP over the AR/AP record, if the risk totals of the new AR/AP exceed the Parent AR/AP risk limit, assignment is performed, user is warned or transaction is blocked according to the parameter specified for this transaction.
Only AR/AP risk total information is displayed in risk total fields of the AR/AP records related to a Parent AR/AP.