--- title: "Customer Maintenance (2)" canonical: "https://kb.myframeworks.com.au/space/FRAM/28384622/Customer%20Maintenance%20(2)" format: markdown --- POS/SALES There are three comment lines available and any comments entered are displayed in the Sales Orders and Point Of Sale programs when attempting to process a sale for the customer. Tick if you want this customer to be charged a delivery fee. Refer to Frameworks Sales: How do I apply delivery fees to a Sale? for further information.   Sales Orders   Overview The Customer Maintenance module allows you to create new customers and maintain existing customers for your organisation. Accessing Customer Maintenance  To access the Customer Maintenance screen, perform the following: Click   then navigate to Receivables > Maintenance > Customer Maintenance from the navigation tree. Click   to view all the suppliers in the results section. Navigating the Customer Maintenance Screen  Once you have opened the Customer Maintenance screen you will be able to add,  view and maintain your customers. The Customer  Maintenance screen is made up of 3 main section  The Search and Result Grid In the  Search  field enter the  the customer name, short name or partial customer name, principal name or partial name, primary or any contact phone number or partial phone number, the customer's ABN (Australian Business Number) or t he customer's ACN (Australian Company Number) and click   to view the customer you required to maintain. The Results Grid  displays the Customer Number, Name  and  Group . Click the  ID  hyperlink to view the supplier information in the  Customer Maintenance Tabs  section. Refer to  Advanced Grid Features for more information on using the grid. The Customer Maintenance Tabs The  Customer Maintenance Tabs  allows you to add and maintain information related to the selected customer.  General The  General  tab contains general information about a Customer.  To setup and/or maintain general information for a Customer, perform the following:  Click the  General  tab. The following link provides you with a screenshot and a description of the information you may enter when creating or maintaining general information for a Customer. For more information on the General Options, click here Field Description Customer This will default to Zero and will auto-calculate to the next customer number on saving the new customer. If a specific Customer ID is required you can enter a unique customer number. This is a free-form alpha-numeric field. Once the customer has been created you are unable to edit this number. Name Enter the name of the Customer. This is a free-form alpha-numeric field Customer Type Select the customer type from the drop-down button. Postal Address, Suburb/City, State, Post Code Enter the Postal Address details When updated, the  Reward Card Maintenance  details are also updated, if the customer has a rewards card registered in their name. Street Address, Suburb, State Enter the main company address details. Principal Name Enter the name of the Principal in the company. Contact Name Enter the contact name. This field is used to store the name of the person who is usually contacted in the customer organisation if there is an issue with the account. When updated, the  Reward Card Maintenance  details are also updated, if the customer has a rewards card registered in their name. Name Sequence Enter an alternate customer name (alias) to be used for report sorting. For example, the customer has a new trading name, however, you've worked with this customer for many years with their original name, and would like to retain the original name for reference. Phone (B) Enter the business phone number for the customer. If the main contact has been defined then this phone number is added to the contact record. Refer to Contacts for further information. When updated, the  Reward Card Maintenance  details are also updated, if the customer has a rewards card registered in their name. Phone (H) Enter the customer or the contact person's home phone number if known. Phone (M) Enter the customer's mobile phone number if applicable. When updated, the  Reward Card Maintenance  details are also updated, if the customer has a rewards card registered in their name. Fax No. Enter the customer's fax number if applicable. When updated, the  Reward Card Maintenance  details are also updated, if the customer has a rewards card registered in their name. Aust Company No Enter the customer's Australian Company Number (ACN) if required. Aust Business No Enter the customer's Australian Business Number (ABN) if required. The ABN can be used when searching for a customer via the Customer Dashboard  and unnamed link screens. E-Address Enter the email address for the selected customer. When updated, the  Reward Card Maintenance  details are also updated, if the customer has a rewards card registered in their name. Changes to the customer email address on Frameworks will be synced with ProStix but if an email address is amended through the ProStix ETM settings, it will not be picked up by Frameworks. Therefore it is recommended that customer email updates are performed in Frameworks to avoid this issue. Web Site Enter the website of the selected Customer. Message Enter any messages applicable to this customer.   This field is used to hold any comments about the customer. There are three comment lines available and any comments entered are displayed in the Sales Order and Point of Sale programs when attempting to process a sale for the customer. Personal Data   Enter any personal information applicable to this customer. Click  to add an attachment to the the customer file. Refer to  Attachments for more information. More Data The  More Data  tab contains  a range of miscellaneous data for the customer such as the type of account, discounting, password and so on .  To set up and/or maintain miscellaneous data for a Customer, perform the following: Click the  More Data  tab.   The following link provides you with a screenshot and a description of the information you may enter when creating or maintaining miscellaneous data for a Customer. For more information on the More Data Options, click here Field Description Password Enter the customer password if required.  An alphanumeric password may be entered to prevent unauthorised persons from using the account.  At Point of Sale, the transaction will not continue unless the password is entered in. If no password is entered into this field, the customer is not required to enter a password. Account Supervisor Enter  the name of the person within your organisation that has been assigned to this customer to supervise credit controlling or use  to search . This field is used for reporting purposes.   Customer Group Enter  the Customer Group number for this customer.  is available to search from. A Customer Group is a way of grouping like customers together, for example, builders, plumbers and so on and are usually used for promotional purposes. This can be changed at any time. Invoice Type Select the appropriate option from the drop-down selection . The available options are: Home Company Enter  the home company number that this customer belongs to.  is available to search from. Home Branch Enter  the branch number that this customer belongs to.  is available to search from. Charge to Acct Enter  the number for the customer to whom financial transactions should be posted.  is available to search from. If a customer number is entered here, all financial transactions for this customer are re-directed and posted to the Charge To (master) account .  The credit check is performed against the master account using a balance derived from itself and all the related sub-accounts linked to it (including orders if System Tailoring Flag  'CusOrdChk'  is set to  'Yes' ).  Statement Acct Enter  the customer number for the store.  is available to search from.   For example, the head office customer number to which this customer's monthly statements are to be forwarded. Some larger businesses prefer their monthly statements to go to one location such as Head Office. Sales Territory Select the sales territory from the drop-down list. Share Allot No Enter  the customer's shareholder allotment number If the customer is a shareholder, enter his shareholder allotment number. Share Holding Enter  the shareholder shareholding number.   Store Code Enter  the Store Code. Charge Delivery Tick if you want this customer to be charged a delivery fee. External Reference Enter a reference which may be used by an external product, possibly via an API or an export.  Statement Type Select Open Item or Balance Forward from the drop-down selection to select the style of statement to be used for that customer.   Sales Rep No Enter  the number of the Sales Rep assigned to this customer or use  to search. Discount Group Enter  the Discount Group number for this customer.  is available to search from. A Discount Group is a way of grouping customers together who attract the same level of discount. For example, builders may attract a 2.5% discount while plumbers may attract 5%. Multiple Discount Groups can be assigned to a Customer Group to allow flexible discounting. Invoice Freq. Select daily, weekly or monthly from the drop-down selection. Aust Company No Enter  the customers registered Australian Company Number (ACN) which must be shown on a range of documents. Aust Business No Enter  the customers registered eleven digit Australian Business Number (ABN) which  identifies a business to the government and community. G.L.N Enter the Global Location Number   assigned to this customer. This is then used in any electronic trading document sent to this customer. NuVu Output Pref Select the appropriate option from the drop-down selection . You may choose to either Print , Email or Fax invoices and statements to the customer. Default Delivery Enter  the default delivery charge to be debited to this customer account for sales made through the  Point of Sale  or Sales Order Processing programs that require delivery.  The delivery amount must always be entered as the GST Inclusive amount. No House Starts Enter  the number of houses a builder builds per year. This then gets used when exported to BI (Business Intelligence) to calculate the Whole Of House segment sales analysis. Internal Control Enter  the G/L Account for Internal Control. This field is used only for internal customers and i s the GL account that sales are posted to. Loyalty Card Enter  the customer's loyalty rewards card ID. Trade License Enter the Tradesman's Licence Number.  No validation is performed on this field. BPay Reference Displays the customers  BPay  Reference  allowing for the  Bpay Remittance Statement to be electronically reconciled to the customer.  More information about the customer's BPAY Reference number If a  Biller Code  has been defined in the  Company Maintenance , by default the customer's BPAY Reference number will be created as such: Zero (0) - Customer ID - Randomly Generated Number . For example, if the customer id is 71144 the BPAY Reference Number might be 0711442 BPAY Reference Number via API You can use the following Frameworks API's to allow for a 3rd Party system to maintain your customer's BPAY Reference Numbers.  GET/v1/customer/details POST/v1/customer/create POST/v1/customer/update When used the above default method will be overwritten by the API defined BPAY Reference Number. Refer to  API Availability for more information. Flags The  Flags  tab contains Customer Flags including defining specifications for displaying dockets, printing dockets, invoices and statements .  To setup and/or maintain Customer Flags for a Customer, perform the following: Click the  Flags  tab. The following link provides you with a screenshot and a description of the information you may enter when creating or maintaining Customer Flags . For more information on the Flag Options, click here Field Description Internal Account Tick if this account is being set up as an Internal Branch Transfers customer. Which is another branch of your organisation.  This allows you to sell stock to other branches in your organisation and keep those sales separate from your normal sales for each of the branches. Branch Transfer Tick if the branch transfer system is used for internal sales. Order No. Required Tick if this customer requires their purchase order numbers to be printed on their invoices. Settlement Discount Tick if this customer attracts settlement discount for early payment. If you have ticked the  Provisional Discount  field, you cannot tick this check box. Provisional Discount Tick if a provisional discount has been calculated for this customer. If you have ticked the  Settlement Discount  field, you cannot tick this check box. The difference between the Settlement Disc field and the Provisional Disc field is that if a customer does not take advantage of the Provisional Discount amount, the amount is still recorded in a separate G/L account. A provisional Discount is an option specifically developed for our customer, Swan Plumbing. This development requires specifically customised stationery. Please consult with  Sterland Support  before activating this option. Invoice with Goods Tick if this customer requires an invoice with every delivery. An invoice prints at the time the order is released in the Sales Order Processing program. Wholesale Customer This field pre-dates GST. Ensure it is unticked . Accommodation Charge Tick  if an accommodation charge is to be added to each invoice for this customer. The ProStix system then automatically calculates the amount of charge applicable for each invoice based on the percentage value set in system tailoring decimal  'SOPAccChg' .  When payment is received, you can choose whether or not to subtract the charge as a discount if the customer has not paid within their trading terms. Export Customer Tick if this customer's transactions are primarily exports. Sales to export customers are exempt from GST. Hide Price at POS Tick if the customer wishes to hide prices on Point of Sale dockets. Suppress POS Docket Tick if the customer wishes to not receive a Point of Sale docket. Web Enabled Tick if customer access to your Trade Portal system is required. Will Receive Conf Tick is as part of central order processing that the customers are to receive an order confirmation printout. Order Number Unique Tick if you require each  Customer Order Number to be unique for each transaction.  If the System Setting - Flag  SOPDupCOrd  is enabled you will be notified that the order number is a duplication prior to saving the header details Priced Picking Slip Tick if prices on picking slips are required for this customer. Flag  'RecPPSlip'  provides the default for New Customer creation Priced Picking Slips. Show discount on Invoice Tick to show discounts on this customer invoices or  untick  to just show end price. The default value for this flag can be set via Miscellaneous Table Maintenance - System Settings -Flags. External Promos Tick if this customer participates in external promotions.  This information is used to keep track of customers who like to participate in any Trade show type of promotions that you might run. Casual Account Tick if this customer is a Casual Account. These account types are deleted in the month-end process once their balance reaches zero. Print Statement Tick if a printed monthly statement is required for this customer. Charge GST Tick if a Goods and Services Tax is applicable to this customer. Hide Price Invoice Tick if the line prices on an invoice print are to be suppressed and only the invoice total is printed. This field applies to selected formats only. Contact  Sterland Support  for an up to date list of applicable formats. Account Fee Tick to charge this customer an account keeping fee each month. These fees are applied in the Administration Fees and Interest Charges activity. Charge Sales Tax This field pre-dates GST. Ensure it is unticked . Retail POS Docket Tick to print the Retail Price on Point of Sale dockets and Priced Picking Slips.  It is possible to charge the customer their normal discounted or contracted price while having the standard retail price print on any dockets that might then be handed on to a third party. Contact Required Tick  to force the user to select a contact if the customer is entered on a POS sale, sales order or job order. Show Retail at Web Tick  to print retail prices on  Trade Portal . Auto Allocate Payments Tick to auto allocate payments on the account Consolidate Interim Invoices Tick to enable Interim invoice consolidation for the selected customer Agreed Price Required Tick   to enable the Agreed Price over calculations. (Order total is more than the Agreed Price) Agreed Price Under Required Tick   to enable Agreed Price under calculations. Agreed Price   Required  needs to be ticked for this option to be available. (Order total is less than the Agreed Price) Agreed Tolerance Price This is the $ value of the tolerance for if the  Order Total (Inc GST)  is   >  the  Agreed Price  (The Order Total has exceeded the Agreed Price and is beyond tolerance) Agreed Price Under Tolerance This is the $ value of the tolerance for if the  Order Total (Inc GST)  is   <   the  Agreed Price  ( The Order Total is below the Agreed Price and beyond tolerance) With interim invoicing enabled, when an order is released with a released order value more than the  Agreed Price Under Tolerance  below the agreed value, then the order will be automatically held in the Interim Invoice queue for review. Agreed Tolerance % This is the percentage amount to calculate the Agreed Price tolerance with.  If the  Agreed Tolerance %  calculates the tolerance to be   less than   the  Agreed Tolerance Price,  or closer to the   Order Total,  then the   percentage   value   will be used. If the  Agreed Tolerance %  calculates the tolerance to be   more than  the  Agreed Tolerance Price,  or further from the   Order Total,  then the   tolerance   value   will be used. Credit Data The  Credit Data  tab contains credit data information including account status, credit limit, and so on.  To setup and/or maintain Credit Data for a Customer, perform the following: Click the  Credit Data  tab. The following link provides you with a screenshot and a description of the information you may enter when creating or maintaining customer Credit Data. A user must be a credit manager (system user flag) to make changes to a customers account status and credit limit. For more information on the Credit Data Options, click here Field Description Status Select the appropriate option from the drop down selection . Valid responses are: Risk Category Select a number between 0 and 9 to indicate how great a risk this customer is considered by the company via the drop down selection . 9 is considered high risk. Credit Limit Enter the $ value for the credit limit. A credit limit may be allocated to a customer and, once the customer account reaches this limit, if you attempt to type an order in  Point of Sale  or  Sales Orders , credit approval is required. Leave this field blank if this is a special account that you do not want to place a credit limit on. Interim Invoice Limit Enter a value the customer is allowed in interim invoices.  If the customer does not have enough balance to add the transaction as an interim invoice the transaction will need to be processed as normal until the queued interim invoices have been processed/posted and the amount queued in interim invoices falls below the limit.  Credit Age Enter the credit age. A credit age may be allocated to a customer in order to restrict them from placing orders when they have old debts outstanding.  Valid responses are 0, 30, 60, 90 & 120 (days).   If you attempt to type an order in  Point of Sale   or  Sales Orders  for a customer who has exceeded their allowed age, credit approval is required.  Zero (0) in this field indicates that this type of credit checking is not active for this customer.   Credit Grace Enter the $ amount by which customers may exceed their credit limit before orders are stopped. This also serves as the maximum $ that a customer can have in ages greater than their  'Credit Age'  before they are considered outside their terms and are treated as though suspended. That is, how much can a customer short pay their account by before being considered outside terms.  Zero (0) in this field indicates that this type of credit checking is not active for this customer.   As an example of how this works with the standard credit check: Payment Terms Enter the payment terms in days.  This field is used to store the number of days from statement date, until payment is due from the customer. The system loads 30 days as a default. Payment Days Enter the payment days. This field is used for storing the actual number of days the customer is allowed to pay their account. This is then used as part of the  Customer Credit Update  process to determine if a customer's credit status should be changed to hold or suspend. Interest Charge Tick to charge this customer with interest on overdue amounts each month. This interest charge is applied by the Administration Fees and Interest Charges activity. If ticked, you are required to type the Interest Days (below) from which interest is to be charged. Interest Rate% Enter the percentage rate of interest you wish to charge for overdue amounts. Interest Free Days Enter the Age Period for charging interest. For example, If you set the interest days to 60, then any amounts that fall into the 60, 90 or 120 day periods at month end would be charged interest as defined in the Credit Age  field (above).   Date Opened This field automatically defaults to the current system date when the account was opened. It is for information only and is not used in any reports. Approved by Enter the user ID for the person who approved the credit details of the account. Bank Name Enter the name of the customer's bank (For example. Westpac, NAB). The data typed into this field should refer to the bank at which the customer's bank account is held and is used when receipting payments from the customer. The information is used to produce a bank deposit list. Bank Branch Enter the bank branch (For example Gosford, Sydney, Melbourne). The data typed into this field should refer to the branch at which the customer's bank account is held and is used when receipting payments from the customer. The information is used to produce a bank deposit list. Bank BSB No Enter the BSB number for the customer's bank account. Account Name Enter the name that the customer's bank account is held in. The name typed into this field is used when receipting payments from the customer. The information is then used to produce a bank deposit list. Last Review Enter the date this account was last reviewed.    is available to select from. Date Closed The date the customer's account was closed. is available to select from. Locked Tick (If the user is a Credit Manager) to lock the  Status  field so that other users cannot change the S tatus , including those in the Credit Department. This is used when legal action is being taken to recover debt to ensure that no more goods are sold to this customer on credit. Credit Manager setup and configuration is performed via User Maintenance and is managed by Sterland Support  . Refer to Introduction to Customer Credit for further information. Credit References The  Credit References  tab contains credit references that have been given by the customer .  To setup and/or maintain Credit References for a customer, perform the following: Click the  Credit Reference  tab. The following link provides you with a screenshot and a description of the information you may enter when creating or maintaining customer Credit References. For more information on the Credit Reference Options, click here Field Description Reference Name Enter the name of the company that gave the reference for the customer. Date Enter the date this customer started trading with the referee or the date the reference was issued. Days Enter the number of days in which the customer paid their account held with the referee. Monthly Amount Enter the $ amount for the average monthly purchases of the customer from the referee. Trade Portal The Trade Portal tab allows you to enter the customer Trade Portal information. Click the Trade Portal tab The following link provides you with a screenshot and an explanation of these options: For more information on the Trade Portal Options, click here Field Description Web Enabled Tick   to enable a customer to register for Trade Portal. Customers are able to access Trade Portal via a self-registration process and this must be ticked to allow that process. Show Retail At Web Tick   to enable   retail prices to be shown on the Trade Portal List View Price for TradePortal Select from the drop down arrow. Allows  customisable pricing views (e.g. trade, retail) Show Retail Price Column on TradePortal Tick   to enable a retail column on invoice view in Trade Portal Show Trade Price Column on TradePortal Tick   to enable Trade pricing to be shown on the Trade Portal Show Best Price Column on TradePortal Tick   to enable Best Price Column to be shown on the Trade Portal To allow for  real-time product pricing within the Trade Portal, based on your  Pricing Hierarchy , for customers. Ensure that the System Setting - Flag  TPPricePAM is disabled  . Sub Accounts The  Sub Accounts  tab lists the sub accounts linked to this Customer (if this account is a master account). The sub accounts have the Charge to Acct field in tab #More Data set to the account number of this master account. .  To view a Customer's Sub Accounts, perform the following: Click the  Sub Accounts  tab. The following link provides you with a screenshot and a description of the information you can view. For more information on the Sub Account Options, click here Field Description Customer Auto populated. The Sub account Customer's ID. Customer Name Auto populated. The Sub account Customer's Name. Address Auto populated. The Sub account Customer's Address. Shareholder The  Shareholder  tab contains Customer's shareholder information.  To view or maintain Shareholder information for a Customer, perform the following: Click the  Shareholder  tab. The following link provides you with a screenshot and a description of the information you may enter when maintaining Shareholders. For more information on the Shareholder Options, click here Field Description Shareholder Tick if the customer is a shareholder. Is Active Tick if the customer share purchase has been approved and the customer is now an active shareholder. Name Auto-populates the customer name. Share Program Enter the share program that the customer is part of.  is available to search from. Other fields Auto-populated based on the customer. Brands The  Brands  tab contains the Brands that a Customer is linked to.  Brands give you t he ability to divide your business/branches by brand or division (for example, Trade or Retail)  To setup a brand for a Customer is linked to, perform the following: Click the  Brands  tab. Click the Add button. The following link provides you with a screenshot and a description of the information you may enter when creating a Customer's brands. For more information on the Brand Options, click here Field Description Brand ID Enter a unique identifier for a brand.   is available to search from. Brand Name Automatically populated if the brand has been used via the Brand Finder window. Order No. Rules The  Order No. Rules  tab contains the rules of that Customers order numbers. T here is often a need to enforce certain rules for the structure of customer orders numbers, however, some customers can provide different layouts of order numbers depending on the source of the order number. Also certain customers that mandate that their order numbers be unique can provide different iterations of the same order number to represent a replacement of the previous order. In these cases, when checking for uniqueness of the order number, only a portion of the order number is to be checked. To setup a brand for a Customer is linked to, perform the following: Click the  Order No. Rules  tab. Click the Add button. The following link provides you with a screenshot and a description of the information you may enter when creating a customer order number rule. For more information on the Order Number Rules Options, click here Field Description Prompt Enter the label to be displayed for the rule on the Mandatory Customer Order Number Maintenance window Mask Enter the valid format for this field. The r ules are: X  =  Any single character N  =  A digit or a letter, blank not allowed A  =  A letter, blank not allowed 9  =  A digit, blank not allowed (n)  =  How many times to repeat the previous format character Any other character are displayed as they are. For example if the rule mask is A(3)-9(4) the hyphen will always show.  Min Length Minimum number of characters (0 means non mandatory) Min Unique Minimum number of unique characters Validated Length Number of characters to be checked against existing transactions. The minimum le Group Group within which mandatory nature of components applies. For example, if there is a Group 1 and Group 2 and one of the parts of a group is entered then all if that group needs to be completed. Only one of the groups needs to be completed Refer to  Maintain Customer Order Number Rules for more information. Attributes The  Attributes tab contains the customer's attributes. Attributes  provides the ability to store additional information including extra customer contact details and extra personal details, either individually or via attribute sets. To view and maintain customer attributes, complete the following: Click the  Attributes tab. Click the  Add  button. The following link provides you with a screenshot and a description of the information you may enter when creating a new customer attribute. For more information on the Attributes Options, click here Field Description Category The attribute's category. Use the   icon to select an existing attribute category. ID The attribute's ID. Use the   icon to select an attribute ID. Value The attribute's value. Use the   icon to select the relevant value. Refer to Define Attributes  for more information on customising customer attributes. If a customer attribute has the  Auto Add checkbox enabled in  Define Attributes , it will appear here automatically upon the creation of the customer. Substitution  The Substitution  tab allows you to define the product substitution method at the customer level which allows you to define how the product will be handled by frameworks once they have been substituted. This can be different to the default substitution method set via the   ProdSubtInv   flag. You can also choose to  Hold the Price  of the original product.  To define the product method substitution from the   Customer Maintenance  screen, perform the following: Click the  Substitution tab Define the options as required. The following link provides you with a screenshot and a description of the information you may enter when defining the Substitution details For more information on the Substitution Options, click here Field Description Substitution Method None (use tailoring code: ProdSubtInv setting) : If this is select it will use the value set (SUB/ORD) under the  System Setting - General > ProdSubtInv   (see above) Supply new product but keep existing product  (ORD): Upon releasing the order, the following will happen: The substituted product will not be part of the invoice. However, the system will perform a stock adjustment to reduce the stock level of the substituted product. There will be another other stock adjustment to increase the stock level of the original product (as it was originally out of stock / SOH was lower than available). The original product will be invoiced; the stock will be reduced as per normal process (sales Invoice Update). The original product will have a line comment saying “ Substituted with:   ” Replace existing product  (SUB) : Upon releasing the order, the following will happen: The substituted product will be saved in the invoice. The original product will not carry over to the invoice when there is NOT any picked qty. The substituted is the one will be invoiced thus; the stock will be reduced as per normal process. The substituted product will have a line comment saying “Supplying in lieu of ” Hold Price Tick the   Hold Price  option to keep/hold the price of the original product that was added to the original sales order. This option is typically used when the  Replace existing product  or  SUB  option is selected. Refer to  Configuration of Product Substitutions for more information. Stationery The  Stationery  tab contains the email addresses and export type information related to invoices and statement blasts. To view or maintain Stationery information for a Customer, perform the following: Click the  Stationery  tab. Click on the field you want to maintain. The following link provides you with a screenshot and a description of the information you may enter when adding or maintaining the stationery details For more information on the Stationery Options, click here Field Description Scheduled Invoice Send Email Addresses (PDF) Enter the email address of the customer you want to send the PDF versions of the scheduled invoice/s to. Individual Invoice Emails Tick   to send individual emails for each invoice or untick   to send the one email with all the invoices. Invoice Export Type From the drop-down menu select the export type required. This defaults to None. The available options are: None, XERO Invoice and ETM Invoice. Additional export types can be configured within the  Invoice Export Types - Formats  system table in  Miscellaneous Table Maintenance . Email Addresses (Export) Enter the email address of the customer you want to send the export file of the scheduled invoice/s to. Export Directory (ETM Invoice) Use this field to customise the invoice export directory. This, and the following fields, become available when the  ETM Invoice is selected as the invoice export type. Export Filename (ETM Invoice) Customise the export filename using this field.  Sender Id (ETM Invoice) Customise the sender ID using this field. Receiver Id (ETM Invoice) Customise the receiver ID using this field. Statement Blast Statement Email Addresses Enter the email address of the customer you want to send the statements to. Refer to  Scheduled Invoice Output and  Statement Batch Print  for more information. Refer to  Configurations for Scheduled Invoice Output for more information on configuring the invoice output. Click  the  but ton once the modifications have been made.    Additional Information The below system settings may be used to customise the functionality of your Frameworks instance. System Settings - Flags Flag Purpose CusDscIDef New Customer - Default for Show Discount on Invoice CusOrdChk Credit check to include all outstanding orders   FWGLAFIND Make the gl analysis code a finder instead of a drop-down FWRecAgeL Display relevant month names for aging labels FWPayAlloc Customer Payments - Use full invoice value when allocating instead of the balance of the payment RecPPslip Default Customer flag - Priced Picking Slip RecStPrtZrP Print zero dollar payments on customer statement SOPDupCOrd Check for duplicate customer order numbers in SOP TPPricePAM Tradeportal Pricing sourced from PAM Database System Settings - General Settings Purpose SOPAccChg Product No. representing Accommodation Charge Refer to  Receivable Related System Settings   for more information.