1. Accounts Receivable Implementation Guide
  2. Understanding Revisions to Customer Master Records

Understanding Revisions to Customer Master Records

You can revise customer master information at any time. Many of the Accounts Receivable forms have a Form menu that enables you to quickly access the customer master record directly for the purpose of revising customer master information.

If invoices have been entered for a customer, before you revise the customer master record you should note that during invoice entry the system creates a record in the F03B11 table and stores various types of customer information from the customer master record. When you change these types of customer master information, the system does not reflect the change on the invoice until you run the Update A/R from Address Book program (R03B802):

  • Alternate Payor

  • Parent Number

  • Send Invoice To

  • Send Statement To

  • Print Statement

  • Collection Report

  • Category Codes 1-10

Additionally, if you change the alpha name on an address book record, you must run Update A/R from Address Book to update the alpha name on the invoices. Because the alpha name prints on invoices and statements that you might generate, you should run program R03B802 frequently.