Customer details

Partner register customer details

Customer details turn a general partner into a customer. The information controls offers, orders, invoices, pricing and receivables management.

Only change information whose technical impact you know. Read-only values ​​and evaluation fields are taken from master data, documents or financial postings.

Basics and default values

• Expand to customer: Creates the missing customer data record for an existing partner.
• Customer number: Unique customer number; write-protected after creation. You can make the default setting for the number range Administration > Master data initialization > First customer number.
• Own supplier number: Number under which your company is listed by customers.
• Payment conditions: Standard rule for due date, discount and payment date in sales documents. (see Sales > Settings > Payment conditions) In X-ERP, automatic payment transactions are controlled via the payment conditions. If payment files are to be created directly from the system for transmission to an online banking program, the corresponding customer or supplier document must be assigned a payment condition that is activated for automatic payment transactions.
• Delivery condition: Standard agreement for handover, transport and delivery responsibility.
• Financial group: Basis for automatic account determination in sales (see Administration > Financial initialization > Financial group partner). The partner financial group is one of the foundations for creating the Financial group item, which determines which revenue account and tax rate the customer documents are recorded with (see Administration > Financial Initialization > Financial Group Items).
• Cost center: Suggested cost center for customer-specific operations.
• Standard contact person: Preferred contact person suggested through appropriate processes.
• Standard delivery address: Suggested delivery address for new sales receipts; Mandatory field.
• Default billing address: Suggested billing address in documents; Mandatory field.
• Output format: Opens the customer-specific specifications for document outputs. Specify individually for each customer document how the document should be delivered to the recipient. By default, these settings are permanently defined for each document type (see Administration > Master data initialization > Document chain). They can be edited here for the individual partner.

Prices and demands

• Foreign currency: Default customer currency if receipts are not maintained in company currency. If the customer account is managed in company currency, the field remains empty.
• Price list: Standard sales price list for price determination (see Sales > Settings > Sales Price List Names). In the sales documents there is the possibility to Doc details select a different price list. If it is a customer who is assigned a foreign currency, a price list in the same foreign currency must be assigned.
• %Doc discount: Standard discount that is applied to all sales documents.
• Discount group: Assigns the customer to a centrally maintained discount logic (see Sales > Discount groups).
• Credit limit: Maximum desired credit commitment for open customer receivables.
• Dunning block: The customer will not be included in automatic dunning runs as long as the block is active.
• Different invoice recipient: Forwards invoices and credit memos to another customer.
• Seller: Responsible sales representative. The seller is assigned a commission group that determines the amount of his commission. (see Management > Settings > Commission groups).
• Employees: When documents are created, the employee is inserted into the document as a clerk.
• DATEV account: Customer-specific account number for DATEV-related transfers.

Work safely

Save the customer extension first. Then check standard addresses, price logic, payment terms and financial group with a test receipt.

Related topics

1. For specialist users – Use individual modules safely and efficiently › Master data › Partners › Register tabs › Address
2. For specialist users – Use individual modules safely and efficiently › Master data › Partners › Register tabs › Options
3. For specialist users – Use individual modules safely and efficiently › Master data › Partners › Register tabs › Supplier details
4. For specialist users – Use individual modules safely and efficiently › Master data › Partners › Register tabs › Contact person

Frequently asked questions