The information in this document is based on product update 249.
Account section
Division
Type or select a division for the debtor code. This information is mandatory. This field cannot be edited once you save the debtor code.
Main
Select this check box if the customer code is the main debtor for the account. This field cannot be edited once you save the debtor code.
Debtor code
Type a debtor code for the account. By default, the next available debtor code will be displayed. This field cannot be edited once you save the debtor code.
Name
The name of the selected account is displayed. This field cannot be edited once you save the debtor code.
Type
The type of account is displayed.
Status
Select a status for the debtor code. You can select Active, Blocked, Inactive, Not validated, Pilot, Reference, or Passive. By default, Active is selected.
Representative
Type or select a representative who is in charge of the debtor code.
Show notes upon entry
Select this check box if you want notes to be displayed in the accounts receivable maintenance screen in Exact Globe.
Financial section
Currency
Type or select a currency for the debtor code.
Debtor account
Type or select a debtor account for the debtor code.
Automatic matching
Select this check box for the system to automatically match the unmatched statements to the general ledger account (based on the Offset account defined) when you import the bank statements for the debtor code.
Offset account
Type or select a revenue general ledger account that is used as an offset account when you post transactions for the debtor code.
Extra description
Type or select an extra description for the debtor code.
Credit line
Type a credit limit if you want to have a credit control payment for this debtor.
Payment condition
Type or select a payment term for the debtor code.
Bank account
Select a bank account for the debtor code. You can also click Add to add a bank account for the debtor. For more information, see Creating and modifying bank accounts for Central Master Data Management (CMDM).
Price list
Type or select a price list for the debtor code. This is useful when you have an agreement with the debtor on discounts and bulk buys.
Discount (%)
Type the discount percentage that will be given to the debtor.
Payee name
Type a payee name for this debtor if there is a specific name to be used for check issuance.
Sales order – Invoice section
Sales order confirmation
Select Yes to send the sales order confirmation to the debtor, Back order to send the sales order confirmation to the debtor for back orders, or No if no sales order confirmation is to be sent to the debtor.
Partial delivery allowed
Select this check box if partial delivery is allowed for the debtor.
Shipping via
Type or select the mode of shipment for the debtor code.
Apply shipping charges
Select this check box if the debtor is liable for shipping charges.
Invoice debtor
Type or select an invoice debtor for the debtor code.
Add extra receipt to sales order
Select this check box to add an extra receipt to the sales order for the debtor.
Digital postbox
Type the mailbox address for the debtor.
Commissionable
Select this check box if the debtor has to pay for commission.
Territory code
Type a territory code for the debtor.
Send method
Select a type of invoice document for the debtor code. You can select Electronically if the account wants to receive the invoice electronically, E-mail if the account wants to receive the invoice via email, or Printer if the invoice is to be printed.
Invoice copies
Type the number of copies of invoices that will be printed for the debtor.
Selection code
Type or select a selection code for the debtor. The selection code is an analytical value that can be stored with a sales order, sales invoice, or purchase order.
eInvoice
Select this check box if the debtor prefers electronic invoices.
Extra duty
Select this check box to specify if there is any extra duty charged for this debtor.
Group invoice
Select the method to group the invoice for the debtor code. Select On invoice debtor to group the invoices based on the debtor invoice codes, No if you do not want to group the invoices, or On order debtor to group the invoices based on the debtor order codes.
INTRASTAT system
Type a system for the INTRASTAT such as the city of loading or unloading, shipping method, transportation, transshipment, and others for the debtor.
Transaction A code
Type a transaction code for the INTRASTAT for the debtor code.
Transport
Type the mode of transport that will be used to deliver the items to the debtor.
Credit management section
Scenario
Select a type of scenario the debtor belongs to when you print the reminder checklist or letters. You can select either Payment agreement, Complaints, Normal, or Transferred.
Account empl.
Type or select an employee who will be in charge of the credit management of this debtor.
Intermediary
Type the ID of the intermediary for the debtor code.
Print debtor statements
Select this check box to print debtor statements.
Last seq. number
Type the statement number for the debtor code.
Last reminder
Type or select a date for the last reminder for late payment.
Send reminders
Select this check box if late payment reminders will be sent to the debtor.
VAT section
VAT liability
Select the VAT liability method of the debtor. Select Exempted if the debtor is exempted from paying VAT, Liable to pay VAT if the debtor is liable to pay for VAT, or Not liable to pay VAT if the debtor is not liable to pay for VAT.
Tax exempted
Select this check box if the debtor does not have to pay taxes.
VAT number
Type the VAT number for the debtor code.
Check date
Type or select a check date for the VAT for the debtor code. This date indicates the creation date of the VAT code.
VAT code
Type or select a VAT code for the debtor code.
VAT services
Type or select a standard VAT service code for the debtor code.
VAT services adjustable
Select this check box if the VAT service can be changed.
Avalara taxation
Select this check box if the account uses Avalara taxation.
Avalara entity use code
Type a code for the Avalara entity for the account.
INTRASTAT section
INTRASTAT delivery methods
Type or select a delivery method for the INTRASTAT for the debtor.
City of loading/unloading
Type or select the city of loading/unloading for the INTRASTAT item for the debtor.
INTRASTAT area
Type or select the area for the INTRASTAT for the debtor.
Statistical factor
Type or select the statistical factor for the INTRASTAT for the debtor.
Transaction B code
Type or select a transaction code for the INTRASTAT for the debtor.
Transshipment
Type or select the transshipment for the INTRASTAT item for the debtor.
Customize
Click 
at the title bar to customize the fields or sections. You can add or remove existing criteria based on your preferences by selecting or clearing the relevant check boxes. Click Save to save the settings, Reset to clear the selections, Advanced to define more settings, or Close to exit without saving.