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Amy Kolnes (Deactivated)

Amy Kolnes (Deactivated)

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Follow the path: Xmc>Financial Management>Accounts Receivable >Setup>Customer

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Image Customer Service Setup 1


  1. Click on New
  2. Click on New Customer
  3. Enter Customer ID
  4. Enter Customer Address
  5. Choose Salesperson
  6. Click on Territory Locked (currently the Territory is now California)

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 Image Customer Service Setup 2

 

Go to the Billing >Details Tab

  1. Payment Method
  2. Preferred Bank


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 Image Customer Service Setup 3


Go to the Billing >Bill To tab

  1. Copy the Customer Address
  2. Click on Save

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Image Customer Service Setup 4