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Customer card

With a customer card, you can manage customer information and specify the terms of business with the customer. For more information about creating new customers, see Register New Customers.

This page has the following fields related to localization functionality:

FieldDescription
Full NameThis field contains the full customer name. Can be used in tax and printed forms of documents.
Organization FormThis field specifies the organizational and legal form of customer’s business.
Use Currency For Non-Operation ActivityThis field helps determine whether the currency code for the customer’s transactions will be changed according to the currency set on the customer’s card when posting payments.
Return At Price with RevaluationThis field indicates whether revaluations will be taken into account when forming the return price for the customer.
Agreement PostingThis field indicates whether accounting will be kept by customer or by contracts.
App. With AgreementsThis field is related to the Agreement Posting field and indicates whether the customer’s documents should be applied in terms of contracts.

Ukraine Localization

To cover the Ukraine localization functionality, the following fields have been added to the page:

FieldDescription
EDRPOU CodeThis field indicates the registration code of the customer according to the Unified State Register of Enterprises and Organizations of Ukraine.
Source Of VAT Registration No.This field is used when generating tax documents and indicates the source of the tax number in accordance with the register to which the customer’s tax number belongs.
VAT Payer Certificate No.This field indicates the number of the VAT payer certificate according to the register of VAT payers of Ukraine.
Parent Customer No.This field specifies the code of the head office if this customer is a branch.
Branch NumberThis field specifies the code of the branch if this customer is a branch.
Entities codeThis field indicates the code of the non-resident client, which is a related person. This can be a tax, identification or registration code provided to the client in its country of registration.

Georgia Localization

To cover the Georgia localization functionality, the following fields have been added to the page:

FieldDescription
GE Internal
GE RS.GE Unique ID
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