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Master Data Creation
Create and manage all the data required for your transactions and activities.
Customer
Create and update customer(s).
Updating a Customer
You can edit information related to a customer.
Customer Payment Configuration
You can see and update the customer's payment settings from this page.

Master Data Creation
Create and manage all the data required for your transactions and activities.
- Customer
  Create and update customer(s).
  - Creating a Customer
    Add a new customer and complete its details.
  - Updating a Customer
    You can edit information related to a customer.
    - Customer Address Configuration
      You can see and update the customer's address settings from this page.
    - Customer Contact and Communication Method
      You can see and update the customer's contacting and communication method details from this page.
    - Customer Sales Information
      You can see and update the customer's sales settings from this page.
    - Customer Invoice Configuration
      You can see and update the customer's invoice settings from this page.
    - Customer Payment Configuration
      You can see and update the customer's payment settings from this page.
    - Customer Credit Information Configuration
      You can see and update the customer's credit information from this page.
  - Consulting Customer Basic Data Report
    Use this report to have an overview of your customers and their characteristics, such as addresses, e-mails, phone numbers, etc.
- Supplier
  Create and update supplier(s).
- Parts
  Create and manage parts.
- Fixed Assets
  Fixed assets are referenced as objects in IFS Cloud. The company follows them along their useful life in order to manage: acquisition, adjustments, depreciation, scrap, sales.

Customer Payment Configuration

You can see and update the customer's payment settings from this page.

Click Payment in the menu below the customer name.


Field	Description	Mandatory	Example
Company	The identity of the company to which the customer is linked. Refer to: Naming Conventions.	Yes	MPUK
Reminder Template	Most of the time used with 1 value (0 = no reminder).	Yes	1
Payment Advice	Should a payment advice be printed when processing automatic customer payment.	No	No advice
Interest Template	Most of the time used with 1 value (No interest).	Yes	1
Payment Receipt	If payment receipt should be printed.	Yes	No receipt
AR Customer Contact	Contact used for account receivable communication for this customer. Information comes from Communication Method in Customer.	No
Use Default Payment Method for Installments	Select to copy the customer default payment method to the header and installment lines of all new invoices and items created for the customer. The default payment method will override any payment method linked to the used terms of payment. You cannot select this option for one-time customers.	No	Yes/No
Payment Method	The payment method used by the customer when direct debiting is used. This method is used as a selection criterion for loading direct debiting proposals and for creating direct debiting orders.	Yes	WIRE