AR Customers: Difference between revisions

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[[File:Sage 100 ar customer summary.png|thumb]]
[[File:Sage 100 ar customer summary.png|thumb]]
<nowiki>'''Header'''</nowiki>
[[File:Sage 100 ar customer tabsII.png|thumb]]
'''Header - A'''


<nowiki>*</nowiki> Invoice number
* Customer icon - if available


<nowiki>*</nowiki> AR Customer name
'''Header - B'''


<nowiki>*</nowiki> AR Customer code
* Customer Name
* Customer Code
* Customer Contact Name
* Email Address


<nowiki>*</nowiki> Email Address
'''Tab layout'''


<nowiki>'''Tab layout'''</nowiki>
* Summary (1) - Basic information /Email/Phone/Address
* Details (2) - More senstive data
* Customer Orders (3)
* Invoices (4)
* Touchpoints (5) - Emails and logged calls
* Memo's (6)
* Payments (7)
* Contacts (8)
* Items Purchased Report (9)
'''Links'''


<nowiki>*</nowiki> Summary (1) - Basic information and Line items (7)
* AR Customer Contact
 
<nowiki>*</nowiki> Details (2) - More senstive invoice data
 
<nowiki>*</nowiki> Touchpoints (3) - Emails and logged calls
 
<nowiki>*</nowiki> Payments (4) - any payments against the invoice
 
<nowiki>'''Links'''</nowiki>
 
<nowiki>*</nowiki> AR customer (5)
 
<nowiki>*</nowiki> AR Customer Order (6) - If there is one

Latest revision as of 09:37, 26 March 2024

Header - A

  • Customer icon - if available

Header - B

  • Customer Name
  • Customer Code
  • Customer Contact Name
  • Email Address

Tab layout

  • Summary (1) - Basic information /Email/Phone/Address
  • Details (2) - More senstive data
  • Customer Orders (3)
  • Invoices (4)
  • Touchpoints (5) - Emails and logged calls
  • Memo's (6)
  • Payments (7)
  • Contacts (8)
  • Items Purchased Report (9)

Links

  • AR Customer Contact
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