Home
Finance
Currency, accounts receivable and payable, cash management, tax, general ledger and fixed assets
Accounts Receivable
Creating a Customer
Customers: Configuration Prerequisites

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.