Selecting a Customer for Which to Set Up Billing Instructions

Access the Work With Customer Master form.

Alpha Name

Enter the text that names or describes an address. This 40 character alphabetic field appears on a number of forms and reports. You can enter dashes, commas, and other special characters, but the system cannot search on them when you use this field to search for a name.

Search Type

Enter a UDC (01/ST) that specifies the kind of address book record to search for. Values are:

E: Employees

X: Ex-employees

V: Suppliers

C: Customers

P: Prospects

M: Mail distribution lists

TAX: Tax authorities