2 Overview to Customer Information

This chapter contains these topics:

2.1 Objectives

  • To create and locate customer information

2.2 About 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

2.3 What Is the Customer Record?

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.