Customer codes are organization-defined values that correspond to an identifier the cardholder enters at the point of sale. When a customer code is loaded into PaymentNet with a transaction, PaymentNet verifies that there is a corresponding customer code for the organization and then attaches any default accounting codes specified for that customer code to the transaction.
You can add new customer code defaults, edit existing defaults, and delete defaults that are no longer needed.
You can also create an export file of all the customer code defaults that exist for your organization. For more information, see Configuring an Export File.
To view the customer code defaults list:
Select Administration > Customer Code Defaults.
To view customer code defaults details:
Select Administration > Customer Code Defaults.
Click the customer code for which you want to view the default details.
Review the following fields:
Customer Code
The name or number that identifies the customer code.
Hierarchy ID
The hierarchy ID for which the customer code defaults are defined.
Transaction Defaults
The combined values of the chart of accounts and transaction defaults defined for customer codes in this hierarchy.