The customer information area displays the customer's billing address as defined in the customer file. This area will also display the first contact name as well as the company phone number and the ID of the salesperson assigned to the account.

 

Customer Number

Enter the customer number of the company that requires account review and press the Enter key. If the customer number is not known click the search button to invoke the Customer Search screen.

 

•If a customer number is entered that does not exist entrée the Invalid Customer Number message box will display.  

 

•Click the OK button on the message box to continue and enter a different customer number.

 

 

Bill-To Number

This read-only field displays the customer number of the company that is responsible for paying the account.

 

•This field is not displayed if the bill to and ship to customer numbers are the same.

 

 

Credit Hold Customer

If the customer has been placed on manual credit hold, a red warning bar will be displayed above the contact information area. Manual credit hold is when a customer is explicitly placed on credit hold in customer file maintenance.