Customer Transaction Codes
Modified on Mon, 08 Jul 2013 16:36 by Greg Andrews — Categorized as: Address Book, General Ledger, Rule Maintenance
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General Information
Customer Transaction Codes
General Information
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Default Menu Location
: Maintain >> System >> Rule Maintenance >> Customer Transaction Codes
Screen Name
: RULEM
Function:
Customer Transaction Codes are used to drive revenue to specific accounts in the general ledger.
Customer Transaction Codes
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Customer Transaction Categories are maintained in the
Rule Maintenance
screen by selecting Customer Transaction Codes from the drop-down menu.
When Adjutant processes an order, the first 'question' is who are we selling to (this is determined by the Customer Category)?
In order to generate an invoice, there must be at least one Customer Category setup (DEF).
Code:
The code used for the name.
Description:
The name of the Customer Transaction Category.