Changing a Customer Account

Use the Customer Maintenance window to add and maintain customer account information.

You can make changes across a group of accounts by using the Customer Code Update report (RCCU).

Changing a Customer Account

1. Display the Customer Maintenance window.

2. Display the customer you want to change.

3. Enter the information in the fields.

If you need more information about a field, refer to the MCR Field Help topic.

4. Click Change. A Customer Changed message displays at the bottom of the window.

Some fields require prior setup in other windows. Examples:

• If you want to change the Finance Charges field to Y because you want to start charging finance charges, you need to set up all finance charge-related options in Options Configuration (if you haven't already) so that finance charges are assessed properly when you run the RAG report to generate them.

• If you want to assign a price matrix price to an account by entering 1,2,3,4, or 5 in the Std Sell Price field, you need to set up the price matrix (if you haven't already). For more information about setting up the Price Matrix application, click here.