Customer and Attribute Maintenance E-Docs

The Accounts Receivable module includes several support e-docs that allow users to maintain valid values for various attributes. All of these e-docs are accessible via the Maintenance Menu.

AR e-docs available from the Maintenance Menu:

Document

 

Description

Customer

Identifies a customer for billing purposes.

Customer Type

Categorizes various business types for customers (Individual, private business, etc.)

Customer Address Type

Distinguishes between primary and alternative addresses for customers. A customer can only have one primary address but can have many alternate addresses.

Customer Invoice Item Code

Sets up identifiers for default information for items or services being invoiced in the Accounts Receivable Customer Invoice document.

Invoice Recurrence

Creates a recurrence record for existing customer invoices so that future invoices will be automatically created based on the recurrence details in this maintenance document.

Organization Options

Defines invoice and remit-to information for an accounts receivable billing organization. It also links the billing organization to a processing organization that is defined in the System Information table.

Organization Accounting Default

Defines accounting defaults for an accounts receivable billing organization.

Payment Medium

Defines payment types (check, credit card, etc.) for use on the Cash Control document.

System Information

Defines data specific to each accounts receivable processing organization.

More:

Customer

Customer Address Type

Customer Invoice Item Code

Customer Type

Invoice Recurrence

Organization Accounting Default

Organization Options

Payment Medium

System Information