. On the Company Lookup screen, select the company that you want to make a customer and then click OK. The fields are filled in automatically.Use Customer to create a new customer’s account in the Beyond Software System. This is one of several screens that you can use to create customers. You can use this screen, Company, or People. After you create customers and transactions for those customers, you can review the customer’s activity, AR Aging, and transaction detail reports by clicking the appropriate buttons in Customer.
Click Activity Summary to open the Customer Activity Report summary view.
Click Aging to open the AR Aging report.
Click Transaction Detail to open the Customer Activity Report detailed view.
Select Financials | Receivables | Customers. The Customer screen is displayed.
Select Company or Person. Based on the selection that you make, additional fields become active.
If you selected Company, you have these options:
Create a new company record for the customer: In Company ID, type a unique identifier for the company and specify the company’s name in Company Name. In addition to the new customer record, this creates a new company record that can be accessed at Administration | Companies.
Select an existing company record for the customer: Next to the Company ID or Company Name field, click Lookup . On the Company Lookup screen, select the company that you want to make a customer and then click OK. The fields are filled in automatically.
Note: The Active check box is read-only and shows whether or not the specified company record is set to Active on the Company screen.
If you selected Person, you have these options:
Create a new person record for the customer. In addition to the new customer record, this creates a new person record that can be accessed at Administration | People.
In First Name, type the first name of the person.
In Middle, type the middle name or middle initial of the person.
In Last Name, type the last name of the person.
In Preferred Name, type the name that the person prefers to be called. For example, a person named Robert may prefer being known as Bob.
In Personal Title, type the person’s title.
In Suffix, type the suffix that the person prefers. For example, “Sr” for Senior, “Jr” for Junior, and so on.
In ID, type a unique identifier for the person. You may want to create a numbering scheme, an alphanumeric system, or use the person’s initials.
In Job Title, type the person’s job title. For example, CEO, Controller, Superintendent, and so on.
Select an existing person record for the customer: Next to the First Name, Last Name, or Person ID field, click Lookup. On the Contact Lookup screen, select the person that you want to make a customer and then click OK. The fields are filled in automatically.
Note: The Active check box is read-only and shows whether or not the specified person record is set to Active on the Person screen.
Address area
In Line 1, type the suite number or the name and number of the company/person’s street location.
In Line 2, type the person’s post office box number. Or, type the name and number of the company/person’s street location, if you specified a suite number in Line 1.
In City, type the city or municipality where the company/person is located.
In State, select the two-letter abbreviation for the state where the company/person is located.
Note: Specify only the zip code if you want the System to populate the city and state automatically.
In Zip Code, type the five-digit or Zip Code +4 digit code where the company/person is located.
In Country, select the three-letter country or region abbreviation.
In Phone, type the area code, telephone number, and extension for the company/person.
In Fax, type the company/person’s area code, fax number, and extension number.
In Email, type the email address that you want to use as the company/person’s main email address.
General area
In Status, the default value for the customer is Active. Change the value to Inactive if you want to make the customer unavailable in the System.
In Customer Class, select the customer’s class. You can create a new customer class by using the Quick Add feature. For more information, see Quick Add. To find instructions about how to create a customer class, see Customer Classes.
Specify the Terms that you want to assign to this customer. You can also create new terms by using the Quick Add feature.
Fill in the date for Customer Since. Or, click Calendar 
and select a date.
In Limit, type the maximum amount that you would give the customer to have as a balance.
Select System Hold to put the customer on credit hold. You may want to wait to give credit to a customer until you have run their credit check. The System will automatically set this flag if the balance for the Customer is over the credit limit. When this flag is set, you have the option to fill in the system hold reason. If you need to create a reason, use the Quick Add feature.
Select the Payment Method. If you need to create a new payment method, use the Quick Add feature.
(Optional) Select the user-defined Customer Risk. You can create new customer risks by using the Quick Add feature.
Select the Exclude Dunning Message check box to enable selection of customers for whom you will not print the standard dunning message on the statements. The dunning message is set up on the Settings tab in Receivables Policies.
In Currency, specify the transaction currency for this customer. Monetary values on related screens and reports throughout the system will automatically use this currency when this customer is selected. Also, projects for this customer will be able to use only billing rates and inventory items with the same assigned transaction currency. This field is available for use only if you are using Multicurrency in your Beyond Software system.
Note: If you have customers for whom you know you will need to invoice in more than one currency, you must set up separate customer records for each currency. For example, you could set up ABC, Inc – US, ABC, Inc – Canada, and ABC, Inc – Europe for a customer that requires invoices in the U.S. dollar, Canadian dollar, and euro.
Finance Charges Options area
If you want to assess finance charges for past due balances to a customer, select the Eligible for Finance Charges check box.
Commencement Period determines which aging category is the starting point for calculation of the finance charges. For example, if you select the “Aging Category 1,” all the aging balances are included in the calculation.
Finance Charge lets you select the finance charge that you want to use for the customer. The finance charges are set up in Financials | Setup | Finance Charges. You can use the Quick Add feature to create new finance charges. For more information about finance charges, see Finance Charges.
Statement Options area
Select the Billing Method. The valid options include Open Item and Balance Forward.
Select the Eligible to Receive Statement check box if you plan to print a statement for this customer. Statement Date is updated every time that you process a statement for the customer.
Select the Statement Cycle to assign a statement cycle to the customer. For example, if you want to send a statement monthly, you would select monthly. For more information about statement cycles, see Statement Cycle.
Statement Format is set to Customer Statements (Standard) – there are no other options currently.
General Ledger Accounts area
The General Ledger Accounts area lets you set up a default revenue account for the customer. This account is the default when you create invoices for this customer.
Select the account in Acct, the department in Dept, the territory in Ter, the product line in Prd and Dim4 thru Dim8. You can also create new account group segments by using the Quick Add feature. This assumes that you are using the complete Account Group Structure Definition available and have defined them in Chart of Accounts Policies. Notice that the field labels coincide with what you defined in Chart of Accounts Policies.
Shipping area
Shipping Via - Enabled when Inventory is activated.
Warehouse - Enabled when Inventory is activated.
A: You can change the report range dates by clicking Change the options for this report in the Report Actions area. The default dates on the reports are always the current fiscal year start date.