Add or Edit a Customer Type

The Customer Type page allows authorized users to enter and maintain the types used to identify their municipality's customers. Customer Types provide the ability to define and categorize the various billing customer types for purposes of running reports, performing searches/inquiries, and creating customer statements.

Note: If while updating a customer type you need to clear your changes, click Reset at any time to return to the previous state the page was in before you save your changes.

To add or edit a customer type, follow the steps below:

  1. Go to Maintenance > Financial Management > Miscellaneous Billing > Customer Types.
  2. On the Customer Type List page, click New or the Code hyperlink in the list to open an existing Customer Type record.
  3. In Code, type a unique code to assign to the customer type. The code can be alpha-numeric and the maximum character length is 16, the minimum is 1.
  4. In Description, type a brief description of the customer type. The description can be alpha-numeric and the maximum character length is 32, the minimum is 1.
  5. In Statement Format, select the customer statement format used for the customer type. The statement format is defined in Validation Set 21. Press CTRL and click the field to open the Validation Set Values List dialog box where you can add or edit a validation set. New World ERP has a standard customer statement Echo form that will need to be set up in the forms section (Maintenance > new world ERP Suite > System > Form Layout).
  6. In Undesignated Cash G/L Account, select the general ledger cash account to use for applying customer undesignated funds. Undesignated funds are prepayments or overpayments not tied to an invoice for customers who want a credit. For example, a resident who knows that he will be out of town for an extended length of time paid extra money on his account to be allocated to a miscellaneous bill while he is out of town.
    The General Ledger account you select must allow transactions. Clicking the Search icon () next to this field opens a popup which enables you to search for the G/L account you want to display.
  7. In Undesignated Liability G/L Account, select the general ledger liability account to use for applying customer undesignated funds. Undesignated funds are prepayments or overpayments not tied to an invoice for customers who want a credit. For example, a resident who knows that he will be out of town for an extended length of time pays extra money to your municipality, to be allocated to a miscellaneous bill while he is out of town

    The General Ledger account must allow transactions. Clicking the Search icon () next to this field opens a popup which enables you to search for the record you want to display.
  8. Select the Track Credit History check box if credit history will be tracked for the customer type. If selected, it enables the Period (months) and Maximum Points fields. See Print Delinquent Invoice Notices for more information on enabling this feature.
    1. In Period (months), type the number of months to use to accumulate credit history points. The acceptable range is 1 through 9,999.
    2. In Maximum Points, type the number of points the customer can accumulate during the above defined period before alerts are sent to the users. The acceptable range is 1 through 9,999.
  9. Click Save to save this customer type or Save/New to create another customer type.

Delete a Customer Type

To delete a customer type, click Delete. 

The Delete button is hidden or disabled if you do not have the appropriate security permissions. If you are authorized, when you click Delete you are prompted to confirm the deletion.

See Also

Miscellaneous Billing Overview

Customer Type List

Miscellaneous Billing Customer