Forms Used to Assign Customer Master Category Code Values

Form Name

Form ID

Navigation

Usage

Work With Customer Master

W03013A

Customer Invoice Entry (G03B11), Customer Master Information.

Access existing customer master records.

Customer Master Revision

W03013B

On the Work With Customer Master form, select a customer and click Select.

Review or modify an individual customer master record.

Category Codes

W03013D

On the Customer Master Revision form, select Category Codes from the Form menu.

Manually add category codes to a customer master record.

Note: If the Form menu for Category Codes is unavailable for input, you have selected the Date Effective Category Codes option on the Enhanced A/R Constants form.

Date Effective Category Codes Revision

W03012AA

On the Customer Master Revision form, select Date Effective Cat (Category Codes) from the Form menu.

Add date effective category codes to a customer master record.

Before you access this form, verify that the Date Effective Category Codes option on the Enhanced A/R Constants form is selected.