Differences

This shows you the differences between two versions of the page.

--- general:aroverview_prereq7 [2022/05/23 14:32] – created emoreno
+++ general:aroverview_prereq7 [2024/10/21 20:13] (current) – emoreno
@@ Line 1: / Line 1: @@
-[[accountsreceivable:tables:customerinformation|Accounts Receivable > Tables > Customer Information]]\\  \\  Set up customers and add vendor information at this time if step 4 was completed. If not, vendor information can be added at a later time.
+=====Create customer records=====
+[[accountsreceivable:tables:customerinformation|Accounts Receivable > Tables > Customer Information]]\\  \\  Set up customers and add vendor information at this time if the previous step was completed. If not, vendor information can be added at a later time.
+{{:general:ar_customerinforecord.jpg|AR Customer Information Record}}
+  * If **Auto Assign Customer** is selected on the District Administration > Options > Accounts Receivable Options page, then the **Customer Nbr** field is automatically populated with the next available customer number.
+  * If **Auto Assign Customer** is not selected, type a new customer number.
-This field is automatically populated with the next available customer number if Auto Assign Customer is selected on the District Administration > Options > Accounts Receivable Options page.
-If **Auto Assign Customer** is not selected, type a new customer number.

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