Trion r12 customer

Trion Receivables

R12 Delta

Training

Agenda

• Customer Entry

• Receipt Write-Off

• Balance Forward Billing

Customer Entry

Navigate: Customers-> Standard

In the ‘Customers’ window click on the ‘Create’ button.

Customer Entry

In the ‘Create Organization’ window enter the ‘Organization Name’ (Customer) and enter The CSR Initials.

Scroll down to the ‘Account Site Address’ section.

Customer Entry

In the ‘Account Site Address’ section enter the Customer address and scroll down to the ‘Business Purposes’ section.

Customer Entry

In the ‘Business Purposes’ section select the business purpose for this address.

Click on the ‘Save And Add Details’ button.

Customer Entry

The default profile of ‘New Customer’ is assigned to the customer.

Customer Entry

Click on the ‘Create Site’ button to create a new site.

Customer Entry

In the ‘Create Account Site’ window enter the ‘Country’ and ‘Purpose’.

Click on the ‘Create Address’ button.

Customer Entry

In the ‘Account Site Address’ section enter the Customer address and scroll down to the ‘Business Purposes’ section.

Customer Entry

In the ‘Business Purposes’ section select the business purpose and click on the ‘Finish’button.

Customer Entry

New Customer site is established.

Receipt Write-Off

Select the ‘Receipt Write-Off’ option in the ‘Applications’ window.