Updating a Customer Concept Updating a Customer Updating

Updating a Customer Concept

Updating a Customer

Updating a Customer Step 1 Begin by navigating to the General Info page. Click the Customers menu.

Updating a Customer Step 2 Click the Customer Information menu.

Updating a Customer Step 3 Click the General Information menu.

Updating a Customer Step 4 Click in the Customer ID field.

Updating a Customer Step 5 Enter the desired information into the Customer ID field. Enter "1000".

Updating a Customer Step 6 Click the button.

Updating a Customer Step 7 Use the General Info page to add or review customer names, roles, federal attributes, and support teams. You can also enter one or more addresses for customers and assign descriptions to each location.

Updating a Customer Step 8 Click in the Date Added field.

Updating a Customer Step 9 Click the Vertical scrollbar.

Updating a Customer Step 10 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.

Updating a Customer Step 11 In this example, you need to update the location information of your customer effective as of the current date. Click the Add a new row button.

Updating a Customer Step 12 The Effective Date field indicates the date from which the address details are valid. It defaults to the current system date. In this case, retain the system date.

Updating a Customer Step 13 Click in the Address 1 field.

Updating a Customer Step 14 Enter the desired information into the Address 1 field. Enter "14405 Union Ave".

Updating a Customer Step 15 Click the Vertical scrollbar.

Updating a Customer Step 16 Click the Bill To Options tab.

Updating a Customer Step 17 Use the Bill To Options page to enter additional billing and purchasing options for bill to customers. You can also enter customer payment options, payment terms, and default write-off tolerances for customer account maintenance in People. Soft Receivables.

Updating a Customer Step 18 Click the Add a new row button.

Updating a Customer Step 19 The Effective Date field indicates the date from which the Bill To options are valid. It defaults to the current system date. In this case, retain the system date.

Updating a Customer Step 20 Use the Status field to indicate the status of the Bill To Options. Valid values are Active or Inactive.

Updating a Customer Step 21 Click the Vertical scrollbar.

Updating a Customer Step 22 Update the Payment Terms ID for the customer. You can override this value by entering payment terms directly on the Pending Item 1 page. If you do not set payment terms for the customer, the system uses the terms that you associate with the business unit on the Receivables Options - Payment Options page. Click in the Payment Terms ID field.

Updating a Customer Step 23 In this example, update the payment terms for this customer to 2% 10 Days, Net 45. Enter the desired information into the Payment Terms ID field. Enter "21045".

Updating a Customer Step 24 Click the Save button.

Updating a Customer Step 25 You have successfully updated customer information. End of Procedure.