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