You can set up customer options for adding new customer accounts. You can also set up the order that the system uses when you click Next to view existing customer accounts. To display the Customer Options window, go to the Tools menu and click Options. This window is available from the Customer Maintenance window and the Open Item Maintenance window.
Click either of the following to take you to the procedures for that topic:
From the Tools menu, click Options. The Customer Options window displays.
From the Default Customer for add mode list, select a customer or leave it blank.
If you enter an existing customer number here, then each new customer account that you add will initially be set up the same as this customer. For example, you enter customer number 100 in this field and customer number 100 is already set up with a tax code of 3, a credit limit of $1000.00, a Balance Method of B, and so on. When you add a new account, the fields in the Customer Maintenance window will default to values already set up for customer 100. You can change the fields before adding the new account.
If you leave this field blank, then the system uses the defaults that you set up in Function MCT.
Click the Auto Add To Next Customer box to select it. A check mark displays in the box when it is selected. To unselect it, click the box to clear the check mark.
If this box is checked and you fill in the Increment # Use For Auto Add box, then you have to enter a customer number for the first account you add. For subsequent accounts that you add, the system will automatically generate the account number. The system generates the account number by using the last account number added and adding the Increment # to it.
In the Increment # Use For Auto Add box, type a number.
If you fill in an Increment # and the Auto Add To Next Customer is checked, then you have to enter a customer number for the first account you add. For subsequent accounts that you add, the system will automatically generate the account number. The system generates the account number by using the last account number you added and adding the Increment # to it.
Click Accept.
You can determine the sequence used by the system when you click Next to go to the next customer record in the Customer Maintenance window and in the Open Item Maintenance window.
From the Tools menu, click Options. The Customer Options window displays.
From the Next By (MCR) list, select one of the options to use when you click Next in the Customer Maintenance window.
From the Next By (MOI) list, select one of the options to use when you click Next in the Open Item Maintenance window.
Click Accept.
In the Customer Maintenance window, look for a downward pointing arrow next to the Cust Number, Sort Name, or Bill-To fields. This arrow tells you the Next By option that is selected.
In the Open Item Maintenance window, look for a downward pointing arrow next to the Cust Number, Finalized, or Document Type fields. This arrow tells you the Next By option that is selected.
A QuickTip video is also available to help you learn about "Options for Adding New Customers." To view this QuickTip, go to http://www.activant.com/eagle-customer-support/, and click Training Browser. When the Training Browser displays, click Videos in the left pane, click Quick Tips, and select Accounts Receivable.