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accountsreceivable:tables:customerinformation

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accountsreceivable:tables:customerinformation [2018/07/24 18:19] – external edit 127.0.0.1accountsreceivable:tables:customerinformation [2022/08/16 14:00] (current) – emoreno
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 //**Accounts Receivable > Tables > Customer Information**// //**Accounts Receivable > Tables > Customer Information**//
  
-<WRAP round intro>This page is used to establish and maintain a record for each customer doing business with the district.</WRAP>+<WRAP round intro>This page is used to establish and maintain a record for each customer doing business with the LEA.</WRAP>
  
  
 ====Add or retrieve a customer record:==== ====Add or retrieve a customer record:====
-^Add|++Add a customer.|{{page>general:acct_rec_customer_name}}++| 
-  OR  
-^Retrieve an existing record.|++Search for a record.|{{page>general:acct_rec_customer_number}}++| 
  
 +^Add|{{page>general:acct_rec_customer_name}}|
 +^Retrieve an existing record.|{{page>general:acct_rec_customer_number}}|
 +\\ 
 ^ Field                                        ^ Description   ^  /*Table with two rows*/ ^ Field                                        ^ Description   ^  /*Table with two rows*/
 ^Customer Name|Type the customer's name (e.g., Angel ISD).| ^Customer Name|Type the customer's name (e.g., Angel ISD).|
Line 20: Line 20:
 ^Primary Contact|Type the name of the customer's primary contact (e.g., business office manager).| ^Primary Contact|Type the name of the customer's primary contact (e.g., business office manager).|
 ^PO Required|{{page>general:acct_rec_po_required}}| ^PO Required|{{page>general:acct_rec_po_required}}|
-^Phone Number|Type the phone number in the ###-###-#### format.|+^Phone Number|Type the phone number in the (###)-###-#### format.|
 ^Extension|Type the extension number. The field can be a maximum of four digits.| ^Extension|Type the extension number. The field can be a maximum of four digits.|
-^Fax Number|Type the fax number in the ###-###-#### format.|+^Fax Number|Type the fax number in the (###)-###-#### format.|
 ^E-mail|{{page>general:acct_rec_email}}| ^E-mail|{{page>general:acct_rec_email}}|
-^Customer Address|{{page>general:acct_rec_customer_address}}| 
  
 +VCV Under **Customer Address**:
  
-Click **Save**.+{{page>general:acct_rec_customer_address}} 
 + 
 + 
 +VCV Click **Save**.
  
  
 ====Other functions and features:==== ====Other functions and features:====
  
-^Delete|++Delete a record.|{{page>general:acct_rec_delete2}}++| +^Delete|{{page>general:acct_rec_delete2}}| 
-^Retrieve|++Retrieve data.|{{page>general:retrieve}}++|+^Retrieve|{{page>general:retrieve}}|
 ^Documents|[[general:document_attachments|View or attach supporting documentation.]]| ^Documents|[[general:document_attachments|View or attach supporting documentation.]]|
  
accountsreceivable/tables/customerinformation.1532456378.txt.gz · Last modified: 2018/07/24 13:19 (external edit)

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