Customer Class Setup

Overview of AR03

A/R Class Setup is used to set up billing classes for customers. The billing classes are used when setting up customer accounts in the Customer Entry program. The classes set up here appear in the Class pop-up selection box in the Customer Info window in Customer Entry.

• From the DDI Connect main menu, double-click Accounts Receivable
• Double-click Setup
• Double-click Customer Class Setup. You will see this screen:

To add a new customer class, click the Add button on the toolbar. The fields will enable for data entry:

The following fields are available on this screen:

Field	Description
Class code	Enter the code you wish to use for this customer class
Description	Enter a brief description of the customer class code
Balance forward?	For a normal customer class, Balance forward? is set to “No” indicating that the customer makes payments against invoices. Setting Balance forward? to “Yes” indicates that the customer makes payments against account balances rather than specific invoices. Payments are applied to the oldest past-due amount
Aging periods (0-4)	If Balance forward? is set to “Yes,” the Aging Periods field becomes active. Select the number of aging periods (0 to 4) for the balance-forward account
Aging days	Aging is the number of days before an invoice is considered past due. So, if an invoice is past due after 30 days, enter 30 in this field
Fee transaction	This field specifies the late fee transaction code. Type the code or click the list icon to select from a list of active transaction type codes in the system
First fee period	This specifies the number of aging periods before a late fee is charged. You can enter 0-4
Late fee percentage	If your organization calculates late fee based on a percentage of invoice amount, enter that percentage here. Leave at 0 if a percentage is not used
Minimum late fee amount	Enter the minimum late fee amount
Maximum late fee amount	If you have a maximum late fee amount, enter the amount here. Otherwise, leave at 0 to indicate that there is no maximum fee amount
Include past due late fees when calculating new late fees?	Type “yes” if pre-existing late fees are to be added to new late fees for this A/R class. Otherwise, type “no”

When you have finished entering the information, click Save to retain your changes.