You can configure a specific credit and tax rate per ship to location. These options override the customer defaults configured on the Credit tab of the Setup page on the Customer Master. Leave them blank for ship to's to use the customer defaults. Note that these defaults may be also overridden at the time of order entry.
- Go to File > Customer > Master.
- In the Customer box, find the customer you want to edit by typing the name, number, address, or phone. If the data for your customer does not appear automatically, press the Tab key.
- Click the Ship Tos tab.
- Create a new Ship To location, or click a Ship To link to open and edit one.
- On the Ship To page that appears, click the Credit tab.
- Configure the following credit options as described on Configure customer tax rate and credit options .
- Finance Charge %
The default finance charge percentage to be applied to the customer's overdue payments for this ship to location. Leave blank to use the default from the Credit tab on the Setup page of the Customer Master.
- Credit Limit
The maximum dollar amount of credit allowed to the customer. During Sales Order Entry, the customer's Credit Limit Balance (positive or negative) displays on the Accounts Receivable tab (lower right corner of the Header tab). To set no credit limit, leave this option blank. If all Ship to Credit Limits are blank, then the value from the Credit tab of the Setup page on the Customer Master is used.
- Tax
The default tax that will be applied to orders received for this ship to location. If the orders are taxable, the taxable check box should also be selected. If the orders are non-taxable, the non-taxable tax code must be entered. Leave blank to use the default from the Credit tab on the Setup page of the Customer Master.
- Tax Exempt #
The tax exempt number for this ship to location, if it is eligible for an exemption. If blank, then the default from the Credit tab on the Setup page of the Customer Master is used.
- Branch
The default branch of your company that will manage sales to this ship to location.
- Finance Charge %
- Click Save.