Customer Master

Every customer must be entered into Enrich. Note, however, that customers cannot be created here if you have the Enrich Financials module installed; the information can be changed here.

Add a customer

Set up the default retail customer

Change a customer

Addresses

Billing groups

Book of business

Calendars

Change/move (eVCN) notices submitted by customers through CWA:

Contacts

Contracts

Equipment

Facility assignments

Incremental hours

Internal description for a single customer

Internal descriptions

Items

Locations

New insurance request

Override invoice output queues

Package rates

Payment receipt for an account customer

Price books

Print...

Rates

Rental rate options

Repair codes

Standard billing hours

Status

Tax exemptions

Terms overrides

Usage pools