Communications/Current Status Tab Page

The Communications/Current Tab Page contains the phone and fax numbers for the company, the company website address and an email address for the BillTo address used by the Company.  The Communications Tab Page also contains the Parent Company field.  The Parent Company field is used to identify the parent company associated with the current company record. The Parent Company field is used during accounts receivable payment processing.  If the Parent Company field for a customer is loaded, the system will allow you to apply payments from the parent company to invoices for the child company.  The Parent Company field is very useful when you are dealing with multiple customers who are invoiced separately, but whose invoices are paid by a headquarters or parent company.  Parent Company Processing is described in more detail in the documentation for the Accounts Receivable System.

The right side of the Communications/Current Tab Page displays several fields that are maintained by the system or are loaded or rebuilt using utility programs.  These fields provide information about the current status of the customer and are briefly described below.

Last quote:  The date on which the last quote was entered for the company.  This field is maintained automatically by the system.

Last Order:  The date on which the last order was entered for the company.  This field is maintained automatically by the system.

Last Shipment:  The date on which the last shipment or invoice was generated for the company.  This field is maintained automatically by the system.

Open Orders:  The amount in local currency of the open sales orders for the company.  This amount and the total open accounts receivable balance are combined and compared to the company credit limit when determining the amount of available credit for the customer.  This field is maintained automatically by the system, and it can also be rebuilt using the Customer Reconciliation program.

Sales Rank:  The relative ranking or score of this company compared to all other companies based on total sales.  A low number in this field indicates a customer with a large sales volume (i.e. a rank of 1 would be the company with the highest sales).  The Sales Rank number is loaded using the Company Ranking report.

Margin Rank:  The relative ranking or score of this company compared to all other companies based on total margin realized on sales.  A low number in this field indicates a customer with a relatively high margin (i.e. a rank of 1 would be the company whose sales resulted in the highest margin).  The Margin Rank number is loaded using the Company Ranking report.

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Addresses Tab Page