Customer information is stored with vendor information on the Vendor/Customer table. Customer codes entered in the vendor tab on an Accounts Receivable (ARE, RE, CR, CL, or WO) transaction must be valid on the Vendor/Customer table. Only a customer with a Customer Active Status of Active on the Vendor/Customer table is accepted.
There are two types of customers within Advantage Financial: regular and miscellaneous. When a code for a regular customer is entered on an Accounts Receivable transaction, name and address information associated with the code is inferred from the Vendor/Customer table.
Miscellaneous customer accounts are generally used for one-time customers only and for summary receivables. When a code for a miscellaneous customer is entered on an Accounts Receivable transaction, the name and address associated with the customer is not inferred. If the name and address information are required and cannot be inferred from the referenced transaction, you must enter the customer name and address information on the transaction manually.
The customer code cannot be changed after the Accounts Receivable transaction is accepted.
Related Topic(s):
For general information about editing or creating transactions, refer to the Transactions User Guide.