Customer Maintenance

The Customer Maintenance menu allows users to create, view, and edit A/R customer profiles. 

Users can search for a customer using the account number, account name, and customer’s first name or last name. The user can click the account name to view the customer’s profile information or click the Edit icon against that account in the grid to modify the customer details. 

On clicking the Edit icon, users are navigated to the Customer Maintenance screen, where the user can modify all the customer details except for account code. However, to change the account code, the user must navigate to the View A/R Customer Maintenance screen and click the Change Account Code option (next to account code) to enter a new account code.

Breakpoint: 190085 - Customer Maintenance (Engineering - Accounting)