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 Overview

In Job Maintenance you can add new customers to the Accounts Receivable Customer master file without leaving the task. This ability to add customers on the fly allows you to complete the data entry process in an efficient, uninterrupted manner. For more information, see Customer Maintenance in your Accounts Receivable manual.

A window similar to the Accounts Receivable Customer Maintenance window appears; some nonessential fields are omitted to speed data entry. Access Accounts Receivable Customer Maintenance later to complete the remaining entries for the new code.

If you specify that the customer being added is temporary, the customer is removed automatically from the Customer master file during Accounts Receivable period-end processing after the job is billed and the invoice is paid.

 

To add a new customer

1. Select Job Cost Main menu > Job Maintenance.

2. In the Job No. field, enter a job number. For more information, see Job Maintenance - Fields.

3. In the Customer No. field, enter a new customer number. You can enter up to nine-characters, including the division (if applicable). A message appears asking if this is a new customer.

4. Click Yes to enter the new customer in the Customer Maintenance window.

5. If you want to copy information from an existing customer, in the Copy From field, enter the appropriate customer number. For more information, see Customer Maintenance - Fields.

Note If you do not want to copy information from an existing customer, leave this field blank.

6. Complete the remaining data entry field in the Customer Maintenance window.

Note All Job Cost customers are Open Item Customers. The Open Item Customer field should be selected.

The new customer is added.