| Prerequisites for Customer Information |
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After activation, "Customer Information" access for each user must be setup in the ManEx System Security module. Users with “Supervisor Rights” will automatically have access.
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Accounting Rights
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User MUST have full A/R Aging rights in Accounting Security or MUST be an Accounting Supervisor to approve the Terms, Credit Status and/or Credit Limit fields. |
| Customer ID Numbering |
This selection must be defined for either automatic or manual Customer numbers in Number System setup.
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| Territory |
The Territory selection for the customer must be setup in Sales Territory setup.
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| SIC Codes |
If used, the SIC selections for the customer must be setup in SIC Codes setup.
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| Terms |
Th Terms selection for the customer must be setup in Payment Terms setup. |
| FOB conditions |
The FOB terms for sales must be setup in the FOB setup screen. |
| Ship Via methods |
The method by which orders are to be shipped must be setup in Ship Via setup. |
| Shipping Charges |
If used, a classification of shipping charges must be setup in Ship Charge setup. |
| Sales Tax Categories |
The sales tax categories for each customer must be setup in Sales Tax Authority Table setup.
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| Contacts |
If used, the contacts used at the customer must be setup in Contacts Information. |
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| Article ID: 1675 |
