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Setup Questions - Customer General Tab

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task. A field list follows the questions should you need additional information to answer a question.

Additional Information

Refer to the following topic for more information: Customers General Tab.

Instructions

1. Print this topic—one set of questions for each Customer you want to add. Right-click this topic to display a pop-up menu, and then select Print.
2. Confirm that you have read the setup details on the topic.
3. Answer each of the questions on this page.
4. Use your answers to set up general information about each Customer you want to add.

Questions for General Tab

Customer ID

What ID do I want to use for this Customer?

Enter an ID: _____________________________________

Customer Name

What name do I want to use for this Customer?

Enter a name: ___________________________________

Expense Code

What expense code do I want to use for this Customer?

Enter the expense code: ___________________________

Customer Type

What Customer Type do I want to use for this Customer?

Enter the Customer Type code: ___________________________

Cycle

What Cycle do I want to use for this Customer?

Enter the Cycle: ___________________________

Location

What Location do I want to use for this Customer?

Enter the Location: ___________________________

Priority

What Priority do I want to use for this Customer?

Enter the Priority: ___________________________

Salesperson

What Salesperson do I want to use for this Customer?

Enter the Salesperson: ___________________________

Service Type

What Service Type do I want to use for this Customer?

Enter the Service Type: ___________________________

Terms

What Terms do I want to use for this Customer?

Enter the Terms: ___________________________

Interest Percentage

What Interest Percentage do I want to use for this Customer on past due accounts?

Enter the interest percentage: ___________________________

Credit Limit

What Credit Limit do I want to use for this Customer?

Enter the credit limit: ___________________________

Late Charges

What Late Charges schedule do I want to use for this Customer?

Enter the Late Charges schedule: ___________________________

Print Monthly Statement

Do I want to print a monthly statement for this Customer?

Circle one: Yes or No.

On the screen:

—If yes, add a check mark.

—If no, accept the default of no check mark.

Print Dunning Notice

Do I want to print a dunning notice for this Customer?

Circle one: Yes or No.

On the screen:

—If yes, add a check mark.

—If no, accept the default of no check mark.

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Customers Overview