Entering Customer Information Concept Entering Customer Information Entering

Entering Customer Information Concept

Entering Customer Information

Entering Customer Information Step 1 Begin by navigating to the General Info page. Click the Customers menu.

Entering Customer Information Step 2 Click the Customer Information menu.

Entering Customer Information Step 3 Click the General Information menu.

Entering Customer Information Step 4 Click the Add a New Value tab.

Entering Customer Information Step 5 Click the Add button.

Entering Customer Information Step 6 Use the General Info page to add or review a customer's name and level information, and assign associated roles.

Entering Customer Information Step 7 Use the Date Added field to enter the date when you enter the customer in the system. It defaults to the current system date. For this exercise, keep the system date.

Entering Customer Information Step 8 Use the Since field to specify that the customer has been a customer since a certain date. It defaults to the current system date. In this case, retain the system date.

Entering Customer Information Step 9 Use the Type list to identify customer categories in reports. In this case, User 1 represents manufacturing customers.

Entering Customer Information Step 10 Enter the desired information into the Name 1 field. Enter "East Bay Office Supplies".

Entering Customer Information Step 11 Click in the Currency Code field.

Entering Customer Information Step 12 Enter the desired information into the Currency Code field. Enter "USD".

Entering Customer Information Step 13 Click in the Rate Type field.

Entering Customer Information Step 14 Enter the desired information into the Rate Type field. Enter "CRRNT".

Entering Customer Information Step 15 Click the Bill To Customer option.

Entering Customer Information Step 16 Click the Ship To Customer option.

Entering Customer Information Step 17 Click the Sold To Customer option.

Entering Customer Information Step 18 The Team Code field designates the team that supports the ship to customer. Click in the Team Code field.

Entering Customer Information Step 19 Enter the desired information into the Team Code field. Enter "A-1".

Entering Customer Information Step 20 Click the Default option.

Entering Customer Information Step 21 Click the vertical scrollbar.

Entering Customer Information Step 22 Use the Location field to indicate an organization's different address types. For example, one to receive bills, another for shipping, a third for postal deliveries. Each address has a different location number.

Entering Customer Information Step 23 Click in the Description field.

Entering Customer Information Step 24 Enter the desired information into the Description field. Enter "Main Office".

Entering Customer Information Step 25 Click the Bill To option.

Entering Customer Information Step 26 Click the Primary option.

Entering Customer Information Step 27 Click the Ship To option.

Entering Customer Information Step 28 Click the Primary option.

Entering Customer Information Step 29 Click the Sold To option.

Entering Customer Information Step 30 Click the Primary option.

Entering Customer Information Step 31 Click the Correspondence Address option.

Entering Customer Information Step 32 The Effective Date field indicates the date that the system should start to use the data on the page. It defaults to the current system date. In this case, retain the system date.

Entering Customer Information Step 33 Click in the Address 1 field.

Entering Customer Information Step 34 Enter the desired information into the Address 1 field. Enter "14410 Union Avenue".

Entering Customer Information Step 35 Click in the City field.

Entering Customer Information Step 36 Enter the desired information into the City field. Enter "San Jose".

Entering Customer Information Step 37 Click in the State field.

Entering Customer Information Step 38 Enter the desired information into the State field. Enter "CA".

Entering Customer Information Step 39 Click in the Postal field.

Entering Customer Information Step 40 Enter the desired information into the Postal field. Enter "95124".

Entering Customer Information Step 41 Click the vertical scrollbar.

Entering Customer Information Step 42 Click the Bill To Options tab.

Entering Customer Information Step 43 Use the Bill To Options page to enter additional billing and purchasing options for bill to customers.

Entering Customer Information Step 44 The Effective Date field indicates the date that the system should start to use the data on the page. It defaults to the current system date. In this case, retain the system date.

Entering Customer Information Step 45 Click in the Credit Analyst field.

Entering Customer Information Step 46 Enter the desired information into the Credit Analyst field. Enter "CBB".

Entering Customer Information Step 47 Click in the Collector field.

Entering Customer Information Step 48 Enter the desired information into the Collector field. Enter "CBB".

Entering Customer Information Step 49 Click in the AR Specialist field.

Entering Customer Information Step 50 Enter the desired information into the AR Specialist field. Enter "ARS 1".

Entering Customer Information Step 51 Click the Miscellaneous General Info tab.

Entering Customer Information Step 52 Use the Miscellaneous General Info page to record the IDs of the people responsible for the customer, currency defaults, VAT information, and SIC codes.

Entering Customer Information Step 53 Click in the Tax ID field.

Entering Customer Information Step 54 Enter the desired information into the Tax ID field. Enter "00 -0000000".

Entering Customer Information Step 55 Click in the Supplier Set. ID field.

Entering Customer Information Step 56 Enter the desired information into the Supplier Set. ID field. Enter "SHARE".

Entering Customer Information Step 57 Click in the Supplier ID field.

Entering Customer Information Step 58 Enter the desired information into the Supplier ID field. Enter "USA 0000011".

Entering Customer Information Step 59 Click in the Workflow User field.

Entering Customer Information Step 60 Enter the desired information into the Workflow User field. Enter "ARS 1".

Entering Customer Information Step 61 Click the Save button.

Entering Customer Information Step 62 You have successfully established the receivables customer default information by entering customer information. End of Procedure.