Customer Information Part -1
Customer
Information
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Who
maintains customer information?
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Do you
default other information (payment terms, shipping, tax) at the Customer
Level?
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Can this
information be changed and updated at the time of invoice entry?
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Do you
have a central registry of customers which supports more than one business
units?
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What
types of customers do you have?
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How do
you group your customers for credit limits/credit checks?
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How do
you group your customers for statements?
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How do
you group your customers for interest charges for late payments?
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How do
you group your customers for payment rules?
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How many
customers do you have?
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What
type of payment terms do you provide?
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Do you
provide split term payment terms?
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Do you
provide discount payment terms?
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Do you
use customer agreements/contracts to manage specific price lists?
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Do you
use customer agreements/contracts to manage specific discounts?
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Do you
use customer agreements/contracts to manage specific payment terms?
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Do you
use customer agreements/contracts to manage specific invoicing policies?
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How do
you track customer contact people?
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Do you
automatically number new customers as they are created?
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Do you
automatically number customer business purposes as they are created?
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Do you
track and record relationships between customers for example, franchises,
subsidiaries, and so on?
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Do you
create reciprocal customer relationships whenever you create a relationship
between customers for tracking purposes?
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