Difference between revisions of "Customer Class Setup"
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=='''Overview of AR03'''== | =='''Overview of AR03'''== | ||
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| + | A/R Class Setup is used to set up billing classes for customers. The billing classes are used when setting up customer accounts in the Customer Entry program. The classes set up here appear in the Class pop-up selection box in the Customer Info window in [[Customer Entry]]. | ||
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| + | * From the DDI Connect main menu, double-click Accounts Receivable | ||
| + | * Double-click Setup | ||
| + | * Double-click Customer Class Setup. You will see this screen: | ||
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| + | [[File:AR Customer Class Setup 1.png]] | ||
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| + | To add a new customer class, click the Add button on the toolbar. The fields will enable for data entry: | ||
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| + | [[File:AR Customer Class Setup 2.png]] | ||
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| + | The following fields are available on this screen: | ||
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| + | {| class="wikitable" | ||
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| + | ! '''Field''' !! '''Description''' | ||
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| + | | '''Class code''' || Example | ||
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| + | | '''Description''' || Example | ||
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| + | | Example || Example | ||
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| + | | Example || Example | ||
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[[Category:Accounts Receivable]] | [[Category:Accounts Receivable]] | ||
Revision as of 18:36, 21 September 2012
Overview of AR03
A/R Class Setup is used to set up billing classes for customers. The billing classes are used when setting up customer accounts in the Customer Entry program. The classes set up here appear in the Class pop-up selection box in the Customer Info window in Customer Entry.
- From the DDI Connect main menu, double-click Accounts Receivable
- Double-click Setup
- Double-click Customer Class Setup. You will see this screen:
To add a new customer class, click the Add button on the toolbar. The fields will enable for data entry:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Class code | Example |
| Description | Example |
| Example | Example |
| Example | Example |
| Example | Example |
| Example | Example |
| Example | Example |
| Example | Example |
| Example | Example |
| Example | Example |
| Example | Example |
