Solution Properties
Solution ID:
222924150017236
Last Modified Date:
Tue Apr 04 11:50:51 UTC 2023
Taxonomy Path:
Category//Setup and configuration//Customers
Author:
sageadmin
How to create a customer record
Description
Cause
Resolution
  1. When in Enhanced View, click the pane Customers & Sales/Receivables.
  2. Click the Customers icon.
  3. When in Classic View, under Customers & Sales/Receivables, click the Customers icon.
  4. In the Customers window, click File, Create.
  5. In the Receivables Ledger/Customer Records window, key in all the necessary customer information.
  6. Click Save and Close button to save the new customer record.
Steps to duplicate
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