Customer Master

Note that customers cannot be created here if you have the Enrich Financials installed, but customer information can be changed using this functionality.

Add a customer

Change a customer

Print a customer list

Addresses

Billing groups

Calendars

• Create a calendar
• Change a calendar
• Change a calendar's header information
• Delete a calendar
• Generate accounting periods for a fiscal year

Contacts

Equipment

Facility assignments

Incremental hours

Internal description for a single customer

Internal descriptions

Invoice OUTQ overrides

Package rates

Price books

• Stepped rates
• Item rates
• Activity rates
• Category rates
• Manufacturer rates
• Pay type rates
• PI definitions
• Miscellaneous charges

Repair codes

Reporting regions

Standard billing hours

• Add
• Add by equipment group
• Add by manufacturer/model
• Copy from another customer
• Change

Tax exemptions

• Facility tax exemptions

Terms overrides