Difference between revisions of "Accounts Receivable Setup Guide"
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| + | == Overview == | ||
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| + | This guide covers the setup of the Accounts Receivable (AR) application. The Accounts Receivable application covers invoicing sales orders, receiving payments, and producing customer AR Statements. AR setup should be completed after the [[System Manager Setup Guide]] and the [[General Ledger Setup Guide]] have been completed to avoid running into any roadblocks. | ||
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| + | ==Initial Setup== | ||
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| + | ===1=== | ||
| + | |||
| + | *A | ||
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| + | *B | ||
| + | |||
| + | |||
| + | ===2=== | ||
| + | |||
| + | Info | ||
| + | |||
| + | *A | ||
| + | |||
| + | *B | ||
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| + | ==Review and Update Rule Maintenance Records== | ||
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| + | ===Rule (RULE)=== | ||
| + | |||
| + | Text | ||
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| + | |||
| + | ===Rule 2 (RULE2)=== | ||
| + | |||
| + | Text | ||
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| + | * Additional notes | ||
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| + | ==Review and Complete Additional Accounts Receivable Setup== | ||
| + | |||
| + | ===1=== | ||
| + | |||
| + | Text | ||
| + | |||
| + | *notes | ||
| + | |||
| + | |||
| + | ===2=== | ||
| + | |||
| + | Text | ||
| + | |||
| + | *notes | ||
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| + | ==Scrub and Import Open Data== | ||
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| + | Refer to Accounts Receivable Conversion Guide (UNDER CONSTRUCTION) for detailed information on the import and reconciliation process. | ||
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| + | = | ||
| + | [[Category:Setup Guides]] | ||
| + | [[Category:Accounts Receivable]] | ||
Revision as of 13:08, 22 March 2018
Contents
Overview
This guide covers the setup of the Accounts Receivable (AR) application. The Accounts Receivable application covers invoicing sales orders, receiving payments, and producing customer AR Statements. AR setup should be completed after the System Manager Setup Guide and the General Ledger Setup Guide have been completed to avoid running into any roadblocks.
Initial Setup
1
- A
- B
2
Info
- A
- B
Review and Update Rule Maintenance Records
Rule (RULE)
Text
Rule 2 (RULE2)
Text
- Additional notes
Review and Complete Additional Accounts Receivable Setup
1
Text
- notes
2
Text
- notes
Scrub and Import Open Data
Refer to Accounts Receivable Conversion Guide (UNDER CONSTRUCTION) for detailed information on the import and reconciliation process.
=