Configuring Customer Master Data - IRS Software

Configuring Customer Master Data

Account Receivable > Customer Group

  1. A Customer group is simply the set of Customer you do business with. Customer Group allows companies to share Customers in the same Customer Group.
  2. Recreation of each Customer record is not required for every company.

To Add Customer Group

  1. 1. Choose Account Receivable > Customer Group.
  2. 2. Click Add / Edit.
  3. 3. Enter Code, Description, Account Range from, Account Range To and check on Company (Checked Company will join to his customer group).
  4. 4. Click Save.

To Delete Customer Group

Defining Customer Category

  1. 1. Customer Category allows the user(s) to categorize customers that share common characteristics or business category. You must assign a customer to a customer category.
  2. 2. Each customer can belong to one customer category.

To Add / Edit Customer Category

  1. 1. Choose Account Receivable > Customer Category.
  2. 2. Click Add / Edit.
  3. 3. Enter / Edit Code, Description.
  4. 4. Click Save.

To Delete Customer Category

To Delete Customer Category

  1. Customer describes people and organizations to which your company sells products and services.
  2. Customer master data records are used as the foundation for documents related to processing and fulfilling orders for customers.

 

To Add Customer

  1. Choose Account Receivable > Customer
  2. Listing of Existing Customer.
  3. Select Company.
  4. Click Add / Edit.
  5. Enter / Edit Customer Details.

Fill Up Customer Info Accordingly

To Delete Customer

Account Receivable Invoice

  1. Invoice in Accounts Receivable is used to bill the customer for the goods and services offered.

To Add AR Invoice

  1. Choose Account Receivable > AR Invoice
  2. Listing of Existing AR Invoice.
  3. Select Company.
  4. Click Add / Edit.
  5. Enter / Edit AR Invoice Detail.

To Delete AR Invoice

To Edit Invoice Header

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