FAQ: Sales

How can I change the country on a customer account (CUS)?​​
It is not possible to change the country on a customer (CUS) account if there are open documents for this customer due to VAT rules and regulations. After c...
Sat, 6 Feb, 2021 at 5:12 PM
How can we add internal information to a customer / supplier account?​​
 You have 3 options for adding internal information to a customer/supplier account: 1. Menu option: ‘Set Message’. This is recommended for short, inform...
Sat, 6 Feb, 2021 at 5:11 PM
When closing a customer account using the option: Close Customer (ST=9), we get the message: ‘Cannot deactivate customers with open transaction documents’. How can we find the open documents?​​
If you search using the following restriction, adding your customer account, you will get a list of open documents: DOC;ACCOUNT:*xxxxx,ST<9" Often y...
Sat, 6 Feb, 2021 at 5:07 PM
What is the difference between the two applications that group customer: CGR & CUG?​​
Customer Group Register (CGR) is used to collect customers so one can get an overview of accounting figures (booking, billing, insurance etc) for these grou...
Sat, 6 Feb, 2021 at 5:06 PM
Is it possible to update values in the customer archive (CUS) by load? If so, what are the required fields?​​
We recommend to create an Excel sheet with the columns that need to be updated (possibly first create a report in RamBase and start from that). ACCOUNT must...
Sat, 6 Feb, 2021 at 5:03 PM
Why is it not possible to change the email address in DocBy on my document?​​
If you have problems changing the email address in docby, you should inspect the customer account: Handling folder, to see if ‘Mandatory’ has the value YES...
Sat, 6 Feb, 2021 at 4:58 PM
Why does my customer shipping advise item (CSA-Item ) have a pending approval requirement for the gross margin (GM) instead of this appearing on the customer order item before forwarding to a shipping advise?​​
The check against GM approval on a customer order item (COA-item) occurs when you register the order. That means one cannot register a customer order (COA) ...
Sat, 6 Feb, 2021 at 4:57 PM
What is the criteria that can trigger a customer order line (COA ) to status 6?​​
In the setting (CSV/CusOrderLinkWarningDays ) a value can be added indicating how many days before the scheduled shipping date the line will get a status 6 ...
Sat, 6 Feb, 2021 at 4:54 PM
How can I find the information regarding who entered the order behind a specific invoice?​​
Enter the invoice, and see the reference in the CASE field. This is the original order. One can see the Assignee and checking revision history see when the ...
Sat, 6 Feb, 2021 at 4:54 PM
How are the booking numbers in a customer booking report calculated? – for example in the report:​​NGREP/100069 Customer Booking – by month (with amount)
When a new order item is registered on a customer order (COA-item), a booked amount value (BOOKAMT/CBOOKAMT) is added to the item equal to the net amount (N...
Mon, 3 May, 2021 at 9:28 AM