Customers: Implementation Activity

The following activity will walk you through the process of creating a new customer.

Attention: This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Video Tutorial

This video shows you the common process but may contain less detail than the activity has. If you want to repeat the activity on your own or you are preparing to take the certification exam, we recommend that you follow the instructions in the steps of the activity.

FEEDBACK

Story

Suppose that the SweetLife Fruits & Jams company wants to create a customer account for one of the local cafes, Prime Cafe, to enable them to buy the SweetLife products on credit, with payments due in 30 days.

Acting as a SweetLife administrator, you need to create the needed customer account in the system.

Process Overview

In this activity, you will create a new customer on the Customers (AR303000) form. On the tabs of this form, you will specify the customer's address and contact information. You will then review the default settings, which the system inserted to the customer account when creating the customer, and then review the credit terms for the customer.

System Preparation

Before you start creating a customer, make sure that the following tasks have been performed in the system:

  1. The company has been created and its actual ledger has been specified; Company Without Branches: To Configure a Company Without Branches and General Ledger: To Create an Actual Ledger.
  2. The credit terms that are used by customers have been created, as described in Credit Terms: To Define Single-Installment Credit Terms.
  3. The default customer class has been created, as described in Accounts Receivable: To Create a Customer Class.

Step 1: Creating a Customer Account

To create a customer account, do the following:

  1. Open the Customers (AR303000) form.
  2. On the form toolbar, click Add New Record.
  3. In the Summary area, specify the following settings:
    • Customer ID: PRIME
    • Customer Status: Active (selected automatically)
    • Customer Class: DEFAULT (selected automatically)
  4. In the Account Info section on the General tab, specify Prime Cafe in the Account Name box.
  5. On the form toolbar, click Save.

Step 2: Specifying Contact Information and Address

To specify contact information and address for the customer, do the following:

  1. On the General tab, specify the following settings in the Primary Contact section:
    • Name: Scott L Kennedy
    • Job Title: General Manager
    • Business 1: 973-345-7083
  2. In the Account Address section of the General tab, specify the following main address for the customer:
    • Address Line 1: 2720 Jadewood Farms
    • City: Paterson
    • State: NJ
    • Postal Code: 07501
  3. On the form toolbar, click Save.

Step 3: Reviewing the Statement Cycle Settings

To review the customer's statement cycle settings, do the following:

  1. In the Financial Settings section on the Financial tab, in the Terms box, make sure that 30D is selected.
  2. In the Statement Cycle ID box, make sure that EOM (End of Month) is selected.
  3. Click the Edit button next to the Statement Cycle ID box. The Statement Cycles (AR202800) form opens in a pop-up window.
  4. Review the statement cycle settings for the customer on the Statement Cycles form.
  5. Close the pop-up window with the Statement Cycles form.
  6. On the Customers (AR303000) form, in the Credit Verification box (Credit Verification Rules section), select Disabled.
  7. On the form toolbar, click Save.

Step 4: Reviewing the Default Customer Information

To review the default customer information, do the following:

  1. On the Billing tab, review the customer's bill-to address.

    Because the Override check box is cleared for the bill-to address, the system has inserted the information from the Account Address section on the General tab.

  2. On the Shipping tab, review the customer's shipping information.

    Because the Override check box is cleared for the ship-to address, the system has inserted the information from the Account Address section on the General tab.

  3. On the Payment Methods tab, review the customer's payment methods and notice that the CHECK payment method is the default one for the customer (the check box in the Is Default column is selected).
  4. On the GL Accounts tab, review the GL accounts to be used for settlements with this customer.