Please note: Depending on your country and on your selected xentral package, the availability of modules and features differs - thus, the features described in this article might not be part of the xentral product you are using.
Table of contents
Via the module "Collective debtors" it is possible to use different debtor numbers for certain groups or customers. These can be defined for different variants. The different customer numbers are then visible in the financial accounting export.
All rules are listed in the overview.
By clicking on "+New" a new rule can be defined.
This module allows you to create rules based on the following attributes.
Payment method → A specific payment method should always be used
Channel (e.g. Shop) → Orders originate from a specific store
Delivery country → Orders are addressed to a selected delivery country
Project → belong to a specific project
Customer group → Include a customer who belongs to a selected customer group
Posting account → The deviating customer number (visible in the customer and in the financial accounting export)
Save to address → Never = the different customer number is never saved in the customer, "Only for new customers" = the deviating customer number is only stored for new customers and "For all addresses (overwrites)" = for all customers concerned, the deviating customer number is added or overwritten depending on the ranking
The column Sequence shows the sequence in which the deviating customer numbers are assigned (e.g. No. 1. before 2).
Note: For existing customers, the criteria such as the method of payment must be stored in the customer master data, so that the deviating customer number can be used.
Note: It is also possible to set combinations of different criteria.
If now an invoice is created (and released) which has the payment method prepayment the following field will be filled in the customer according to the setting in the module:
If an accounting export is now carried out that is grouped according to items, the different customer number will appear here: