Using Related Links

Access the Customer - Manage {Customer Name} form, and then click the Related Links link.

Click one of the displayed links to perform the action described to the right of the link name. This table lists available links and their descriptions:

Link Name	Link Description
Additional Information	Review amounts that are invoiced, credit information, orders for the prior year, and orders year to date.
Item Restrictions	Add, copy, or delete item restrictions.
EDI Transaction XRef	Define the EDI transactions the customer implements with the company.
Date Effective Category Codes	Define the Date Effective category codes for this customer/company combination.
Bank Accounts	Add, change, or view bank account information.
Account Status	Review periodic statistics by date range for delinquent balances, average invoice amounts, and discounts.
Credit Insurance	Add, change, or view customer credit insurance.
Customer Ledger Inquiry	Add, change, or view customer ledgers.
Address Book Revision	Change or view customer Address Book information.