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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.