Setting Up Customers
Configure the following self-billing fields in Customer Data Maintenance (2.1.1):
Capture Self-Billing Information
Select this field to capture self-billing information for this customer bill-to address. When sales orders or schedules are used with shippers, this field triggers the creation of shipment invoice cross-reference records for every line item of a shipment. These cross-reference records are updated when the invoice is created, and can then be retrieved by the Self-Billing program. The records do not include sales order shipment postings.
Note: This field is displayed only after you activate self‑billing in Self‑Billing Control.
Customer Data Maintenance, Self-Billing Fields (2.1.1)
Create Payments Automatically
Select this field to automatically create a customer payment from the self-bill transaction.
The default customer bank account to be used for the payment is selected on the Banking tab of the Customer record (by selecting the Self-Bill Default field for that account), and you also select a status for the payment from a drop-down menu on this tab. The drop-down menu displays all the valid payment statuses for that account.
If no customer account is selected for self-billing, the default account and payment format is used for the payment, and the customer payment is created with a status of For Collection (if this status is already defined for the customer), or Paid (if no status is defined for the customer).
If you do not select this field, you process the self-billing invoice using any of the other customer payment processes or a banking entry.
