Create 3rd Party Customer

CREATE 3RD PARTY CUSTOMER

This subwindow is provided for those operations that print government tax documents. On occasion the tax document for a RA needs to be issued in the name of a third party (not the renter and not a bill-to customer). The customer number of the 3rd party is entered in the “NF Cust #” field of the Direct Bill subwindow. If the 3rd party does not already have a customer number, this subwindow can be used to create a customer record for the 3rd party. Note that a contract may have a 3rd party customer OR a bill-to, but not both.

A field in the Edit Miscellaneous Control File is used to allow or block entry to this subwindow. If entry is allowed, the data entered in this subwindow will be saved creating a new customer with the Customer Type code referenced in the Edit Miscellaneous Control File. The default values from the Customer Type will be used when creating the customer record.

Customers created in this fashion will be flagged as the party to which the RA's Tax Document should be issued.

If Address Types are used, this customer (like all others) must have a Type 1 address. All other Address Types are optional.

Printing a “general” tax document:

For operations serving a tourist area, CARS+ can be configured to print a single tax document at the end of each day for all RAs where the customer did not request a tax document at the time of Close. Follow the steps below to configure your system to do this:

A. Create a “General” customer record. The “Batch Tax Document” field on page 3 of the customer’s record must be set to “Y”.

B. Ask Thermeon’s Customer Support Dept. to create the GVT record “3RDPARTY” for each location and place the customer number (from Step A) in the Alpha field.

OPTION: ______________ CREATE 3RD PARTY CUSTOMER
1 Fed Tax ID# *
2 Name *
3 Address *
4 City/St */*

F1=SAVE

Enter data as follows:

1. FED TAX ID #	Enter the Federal Tax ID number. EXAMPLE:Type:1234567890(RET)
2. NAME	Enter the name of the party to be billed. This field accepts up to 30 characters. EXAMPLE:Type ABC COMPANY(RET)
3. ADDRESS	Enter up to 30 characters representing the street address. EXAMPLE:Type:110 MAIN ST(RET)
4. CITY/ST	Enter up to 16 characters for the city, and EXAMPLE:Type:SANTA ANA(RET)
Notes about the Create Third Party subwindow: Data entered in this subwindow can be edited until the F1 key is pressed at the "OPTION:" of the subwindow. At that point, a new customer record is written and a customer number is assigned to the new entry. Once the F1 key is pressed, access is no longer granted to the fields in the subwindow. If more edits are needed, they must be done in the Customer record. When the extended address feature of CARS+ is being used, the address entered via this subwindow is the Employer Type address.