Customer Type Maintenance

 

Function

The Customer Type maintenance task allows for the creation, modification, deletion, inquiry, and listing of customer type codes used by the Order/Invoice Processing and Sales Analysis modules.

 

=> To access this task...

Select Customer Types from the Accounts Receivable Inquiry and Maintenance menu.

 

Customer Type Code menu

Customer Type Code

 

Each customer is assigned a customer type that is entered in Customer Maintenance. Customer types are used by the Sales Analysis module to record sales history by customer type and product code.

 

About the Fields

 
To enable edits to the form select  .
 

In the Customer Type field...

  • Enter a customer type code of up to three characters in length.

  • Click the record navigating buttons; to view the first record, to view the previous record, to view the next record and to view the last record.

  • Click Record Query button to view or edit existing customer types. See Query Functions.

Customer Type Code inquiry

Customer Type Code Inquiry

 

In the Description field...

  • Displays the description associated with the code entered.

  • Enter up to 20 characters to describe the customer type.

When done making selections...

  • Click Save button to save the new code.

  • Click Clear Form button to clear the form and begin again.



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