Difference between revisions of "Forms Setup"
Jump to navigation
Jump to search
(Created page with "=='''Overview of AR07'''== Category:Accounts Receivable") |
|||
| (One intermediate revision by the same user not shown) | |||
| Line 1: | Line 1: | ||
=='''Overview of AR07'''== | =='''Overview of AR07'''== | ||
| + | |||
| + | |||
| + | A/R Forms Setup is used to arrange and maintain links with various accounts-receivable forms such as invoices, receipts, and backorder notices. This is a critical area of the A/R function, and the forms are configured and set up by DDI. If you have questions about this component of accounts receivable, contact DDI Support. Any modifications on this screen should only be done as directed by DDI staff. | ||
| + | |||
| + | |||
| + | * From the DDI Connect main menu, double-click Accounts Receivable | ||
| + | * Double-click Setup | ||
| + | * Double-click Forms Setup. You will see this screen: | ||
| + | |||
| + | |||
| + | [[File:AR Form Setup 1.png]] | ||
| + | |||
| + | |||
| + | As mentioned, DDI staff should be the only ones to add or edit items on this screen, as invoices are handled via a process very different than other forms within the DDI Connect system. | ||
| + | |||
[[Category:Accounts Receivable]] | [[Category:Accounts Receivable]] | ||
Latest revision as of 12:58, 24 September 2012
Overview of AR07
A/R Forms Setup is used to arrange and maintain links with various accounts-receivable forms such as invoices, receipts, and backorder notices. This is a critical area of the A/R function, and the forms are configured and set up by DDI. If you have questions about this component of accounts receivable, contact DDI Support. Any modifications on this screen should only be done as directed by DDI staff.
- From the DDI Connect main menu, double-click Accounts Receivable
- Double-click Setup
- Double-click Forms Setup. You will see this screen:
As mentioned, DDI staff should be the only ones to add or edit items on this screen, as invoices are handled via a process very different than other forms within the DDI Connect system.
