Browse Customer Certificates
In This Topic
|
Menu Code: BCE
Accounting/Finance - Accounts Receivable |
A searchable list of resale certificates for each customer and State.
Zoom Links
Column |
Zoom Link |
CustCode |
Customers (CUS), for the specified customer |
Columns
Index |
Visible |
Field Name |
Caption |
Usage / Description |
0 |
Yes |
CertID |
ID |
Customer Resale Certificate Identification Number |
1 |
No |
CustID |
CustID |
Customer Identification Number (Systemic) |
2 |
Yes |
CustCode |
Customer |
Customer Code (AAANNN) |
3 |
Yes |
CustName |
Customer Name |
Customer Name |
4 |
Yes |
TaxExempt |
Exempt |
Customer Tax Exempt status |
5 |
No |
TaxExemptDate |
Exempt Date |
Customer Tax Exempt date |
6 |
Yes |
TaxEntityUseCode |
Use |
Tax Entity/Use Code |
7 |
Yes |
EntityUseName |
Use Name |
Customer Tax Entity/Use name |
8 |
Yes |
CertState |
State |
State that issued the Customer Resale Certificate |
9 |
No |
ResaleCert |
Resale |
Is this a Resale Certificate (Green Check = Yes) |
10 |
Yes |
CertNo |
Certificate No |
Customer Resale Certificate Number |
11 |
Yes |
ExpireDate |
Expires |
Certificate expiration date |
12 |
Yes |
CertNotes |
Notes |
Customer Resales Certificate Notes |
Security
The following default roles can use this form:
Role |
Allowed Actions |
rl_Accounting |
View |
rl_ARRead |
View |
rl_CustomerEntry |
View |
rl_FinRead |
View |
rl_OrderEntry |
View |
rl_Sales |
View |
rl_SalesManager |
View |
See Also