This chapter contains these topics:
To create and locate customer information
You must create a customer record before you can enter an invoice and receive payment. The customer master is a central storage place for all of your customer records.
Customer information consists of:
Entering customers
Locating customers
The customer record contains default information and processing instructions that the system uses to process A/R transactions. For example, you might want to specify a credit limit for each customer or designate whether delinquency notices should be sent to a particular customer.
Specifically, the customer record enables you to enter and maintain default information about:
Invoice processing
Automatic receipt processing
Statement processing
Credit and collections
Parent/child relationships
Accounting distributions
When you work with customer records, be aware the action code and search type security may affect your ability to inquire upon, add, or change customer information. You must have the appropriate combination of action code/search type security to work with customer information.