Customers: Configuration Prerequisites

Before you start setting up a customer account, you need to configure the entities that will ease the processes of customer account creation and maintenance.

Settings Required to be Configured

• You need to perform the task of minimum system configuration. For details, see Company Without Branches: General Information.
• Make sure that at least one statement cycle to be assigned to a new customer has been configured on the Statement Cycles (AR202800) form.
• Make sure that the customer payment method has been configured and activated on the Payment Methods (CA204000) form.