Client Management How to Create a New Customer Customer Information Setup
Creating a New Customer (continued)
Customer Setup (continued)
Chain Account – This field is used to group like customers together that are not financially related. For more detailed information on the use of this field refer to the SedonaSetup Reference Guide. Records must exist in the Chain Account setup table within SedonaSetup to be able to use this field. This is an optional field.
Customer Group – The Customer Group is used to group your customers together so that you are able to apply security within that particular group. For example, if your company has different branch offices, employees may be limited to which customer records they may access depending on the Customer Group associated with the Customer record. This additional level of security is activated under the User setup table found in SedonaSetup in conjunction with a setting under Setup Processing for Accounts Receivable within SedonaSetup. A Sedona User may be assigned to one or multiple Customer Groups. If your company activates this security functionality, every customer must be assigned to a Customer Group.
Customer Group 2 – If your company has activated Customer Group Security, the User may select a secondary Customer Group for the Customer.
Branch – This field will automatically fill in with the default Branch code found in SedonaSetup/Data Entry Defaults. The User may change the default Branch code by making a selection from the drop-down list by pressing the arrow to the right of the field. This is a required field.
No Collections – If this customer is not to be evaluated during the Collection Queue refresh, select this option. If this option is not selected, and the customer meets the rules for any of the Collection Profiles, the customer will be placed into the appropriate Collection Queue.
Page 5
Page 1 2 3 4 5 6 7 8 9 10 11 12
13 14 15 16 17 18 19 20 21 22 23