You are viewing an old version of this page. View the current version.
Compare with Current
View Page History
« Previous
Version 2
Next »
Open Customer Maintenance
- Open the customer record. Navigate to Customer tab | Misc tab.
- Note the Display of:
- Credit limit -
- AR Balance -
- Credit Stop Days-
- Credit Code-
- Active flag-
- PO Required Flag-
- Credit Hold Flag-
Edit Customer Budget
- Open the Customer Budget screen.
- Make the necessary change on Budget Date or Budget Amount. Note that you cannot edit a budget schedule when its date is in the past.
- Save the changes.
Delete Customer Budget
- Open the Customer Budget screen.
- Select the schedules to be deleted.
- Click Remove button.
- Click Yes on the confirmation message.
Note that budget date cannot be deleted if a payment was already made against it. - Save the changes.
Open Customer Budget
- Open the customer record. Navigate to Customer tab | Misc tab.
- Click the Budget Schedule button to open the Customer Budget screen.
Edit Customer Budget
- Open the Customer Budget screen.
- Make the necessary change on Budget Date or Budget Amount. Note that you cannot edit a budget schedule when its date is in the past.
- Save the changes.
Delete Customer Budget
- Open the Customer Budget screen.
- Select the schedules to be deleted.
- Click Remove button.
- Click Yes on the confirmation message.
- Save the changes.
Open Customer Budget
- Open the customer record. Navigate to Customer tab | Misc tab.
- Click the Budget Schedule button to open the Customer Budget screen.