29 Customers and vendors

29.2 Creating customers and vendors

The procedure to create customers and vendors works exactly alike:

  1. 1.

    Creation of a company

  2. 2.

    Creation of a credit entity account (”account”)

  3. 3.

    Attaching addresses, contact info and notes to the account

29.2.1 Creation of a company

A company has the following fields:

Control code

Code to uniquely identify the company


Legal name of the company


Country of incorporation

Tax number

Tax (VAT/Sales tax) number of the company

SIC (Standized Industry Code)

Code used to identify the type of business of the company

The “Generate Control code” button generates a new control code upon user request when the user is entering a company which isn’t yet known in the system in any other role.

The “Retrieve” button is discussed in Section 29.4 on page 29.4.

29.2.2 Creating an account

When a company of class “Customer” or “Vendor” has been created, accounts of that type can be added. The account entry screen lists the following fields1515To simplify the interface if they’re unused, some fields are not shown in case their selection lists are empty:

Customer number

Number to identify this account among all other accounts in the company; when left empty, the system will generate one when you click “Save New”


Textual representation of the account, usually a name

Pay To
Starting Date

Date from which the account is valid

End date

Date until which the account is valid, or empty if there’s no known end date

Credit limit

Maximum amount of open invoices and orders allowed for the account, see Chapter 37 starting at page 37


Number of days within which invoices have to be paid

Discount (conditions)

Percentage discount the account is entitled to when payment is within the given number of days

Subcontract GIFI

Unused - deprecated and removed as of 1.3.24

AR (account)

Account to post created invoices on

Payment (account)

Account used as default to accept payments on

Discount (account)

Account used to post discounts as calculated based on discount conditions

Business Type

Deprecated. Should not be used anymore.


Minimum amount for invoices to be sent out


This field classifies a company for the right


The applicable tax form for this vendor; tax forms are discussed in more detail in Chapter 23 starting at page 23


The language parameter is used to select templates for communication with the customer


The (default) currency to be used with the customer