Default customer for a center/company

Configuration of a default customer

On the customer form, in the Availability tab, column Predefined has been added. Only an operator who belongs to the B2_admin group can set a customer as predefined. Additionally, on the ribbon above the list, [Availability] button has been added, which allows for selecting/deselecting the parameter for the company units structure globally.

Tab Availability on the customer form

Note
In a given center/company, there can be only one predefined customer.
One customer can be set as default for many centers/companies. [/alert]

In converted and newly created databases, in the Default column, the parameter remains checked by default for Undefined customer for all structure centers. When new structure unit is being added, the parameter on the customer form is, by default:

  • checked for Undefined customer for newly added main company
  • checked for Undefined customer for newly created center, if in the configuration, the parameter Automatically attach newly added center to objects available in parent center is checked
  • checked for the predefined customer for newly created center, if in the configuration, the parameter Automatically attach newly added center to objects available in parent center is unchecked

The information regarding predefined customer associated with the center/company is also presented in the rights structure view.

Note
It is not possible to check as predefined a customer set as internal for any structure center. Also, the possibility of associating a customer as internal is blocked, if that customer was previously set as predefined for any center/company.

In case of an attempt of unchecking the availability of a customer  for the center/company for which that customer was checked as default, a relevant message regarding the blockade of such operation until another customer is checked as default.

Handling default customer on documents

Starting from version 2023.0, handling of the default customer, is available for the following documents:

  • sales orders
  • receipts
  • sales invoices
  • sales order releases

When adding new document, the system verifies the customer checked as default within the center/company which is the owner of the document and automatically retrieves the standard settings from its form (e.g., trade terms).

In case of:

  • cash/bank transactions, compensation documents and VSI or VSIC documents generated for SRS and CRS documents – Undefined customer is always retrieved (regardless of the customer set as default)
  • Tax Free – the customer from the original receipt is retrieved
Note
It is not possible to generate a TF document to a receipt issued for a default customer with entity status.

For documents issued with the default customer, it is still possible to edit customer data on the document, if the customer is marked as default for the center to which the document belongs. As in the case of the undefined customer, the following fields can be edited on a document with initiated and unconfirmed status:

  • Name
  • First Name
  • Second Name
  • Prefix and TIN
  • EIN
  • NIN

The edition of the default customer data on confirmed documents is handled according to the standard permission of the operator group.

 

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