Differences between "Operational Customer" and "Account Customer"

Differences between "Operational Customer" and "Account Customer"

Differences between "Operational Customer" and "Account Customer"

There are 2 main record types when referring to customers , each one plays a crucial role within the system. 

Operational Customers 
Located in Service management or POS, which links to an Account Customer.  It's handy to note, multiple Operational Customers can link to one Account Customer. 

Account Customers 
Have a direct 1 for 1 link with customer records in your accounting system. They're usually associated with a ‘Customer Class’ which defines the ‘Posting Rules/Behaviour’, meaning a set of instructions/rules applying to invoices such as ‘Trade Terms’ or ‘Credit Limit’ and how they behave within the system.

Operational Customers do not get pushed to your accounting system.

Instead, Operational Customers link to a ‘Debtor’ and the ‘Debtor’ actually exists in your accounting software.

This allows a digital firewall between what happens on the Service Management / POS application and what actually gets pushed to your Accounting system.

The Invoice will NOT go through to your accounting system unless there is a link between both Operational Customer and the respective Account Customer, accompanied with a defined Customer Class. 

Remember, an Account Customer is a direct 1 for 1 match to a customer record in your accounting system. 

Example is an 'Account Customer' that looks after multiple properties, such as a real estate agency, would not require a different ‘Operational Customer’ for every property
Instead, each of these ‘Operational Customers’ would be linked to the same ‘Account Customer’ within Synkd.

Account Customers can only be created two ways; 

1)  Within Synkd
2) Within your accounting system, then imported into Synkd.

For an Account Customer to successfully post an invoice to the financials, it requires a ‘Customer Class’ - which defines it’s behavior via a posting rule.



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