Customer

 

The user can assign any revenue line on an order to a specific customer. Doing so will cause a separate invoice(s) to be produced on the order for the items being billed to alternate customers.  Transactions generated for the item will also post to the alternate customer.

 

When the user clicks on the Customer ellipse button () within Add Revenue Item they will access the Customer screen where they can choose a different customer and/or billing address for the item.

 

Figure 45: Customer screen

 

The following table describes the fields and functions available within this screen.

 

Field/Function

Description

Customer

Select the customer billed for the item using the drop-down menu selector containing a list of recently selected customers , using the Customer Quick Find, or by using the Customer Find

Customer records are managed through Microsoft Dynamics or through Customer Setup, depending on your system setup.

Bill to Address

Select an address for the billing from the list of those defined for the customer.  See Choose Billing Address for more information.

Clear

Selecting Clear will remove the selections made for Customer and Bill To Address.

Save

This function saves changes made within the screen.

Cancel

Pressing Cancel will discard all changes made and close the dialog.