Managing CustomersSPD.docx

1、Managing CustomersSPDDepartmentResponsibility/RoleFile NameManaging Customers_SPDRevisionDocument Generation Date5/18/2010 9:21:00 PMDate Modified5/18/2010 9:21:00 PMLast Changed byStatusManaging CustomersTrigger:ConceptUse theCustomerspage to create, view, and manage customers. In this topic, you w

2、ill manage customers.Required Field(s)CommentsOutput - Result(s)CommentsAdditional InformationProcedureStepAction1.Begin by navigating to the Customers page.Click the vertical scrollbar.2.Click the Receivables, Vision Operations (USA) link.3.Click the vertical scrollbar.4.Click the Customers link.5.

3、Use the Customers page to create, view, and maintain customer information.StepAction6.Click the Create button.7.Use the Create Organization page to enter the customer details.StepAction8.Click in the Organization Name field.9.Enter the desired information into the Organization Name field. Enter MRF

4、Inc.10.Click in the Alias field.11.Enter the desired information into the Alias field. Enter MRF.12.Click in the Account Number field.13.Enter the desired information into the Account Number field. Enter 786786.14.Click in the Account Description field.15.Enter the desired information into the Accou

5、nt Description field. Enter MRF Tyres.16.Click the vertical scrollbar.17.Click in the Address Line 1 field.18.Enter the desired information into the Address Line 1 field. Enter Nariman Point.19.Click in the City field.20.Enter the desired information into the City field. Enter New York.21.Click in t

6、he County field.22.Enter the desired information into the County field. Enter New York.23.Click in the State field.24.Enter the desired information into the State field. Enter New York.25.Click in the Province field.26.Enter the desired information into the Province field. Enter New York.27.Click in

7、 the Postal Code field.28.Enter the desired information into the Postal Code field. Enter 10001.29.Click the vertical scrollbar.30.Click in the Location field.31.Enter the desired information into the Location field. Enter 4568.32.Click the Primary option.33.Click the Add Another Row button.34.Click

8、 the Purpose list.35.Click the vertical scrollbar.36.Click the Ship To list item.37.Click the vertical scrollbar.38.Click in the Location field.39.Enter the desired information into the Location field. Enter 5623.40.Click the Primary option.41.Click the Save And Add Details button.StepAction42.Click

9、 the vertical scrollbar.43.Click the Payment Details tab.44.Use the Payment Details tab to enter the details of the receipt methods and payment instruments that a customer will use. 45.Click the Add Receipt Method button.46.Enter the desired information into the Receipt Methods field. Enter Automati

10、c Receipts.47.Click the Primary option.48.Click the vertical scrollbar.49.Click the Save button.50.Click the vertical scrollbar.51.Click the Create button.52.Use the Create Bank Account page to link the customer to an existing account, or create a new bank account.StepAction53.Click in the Bank Name

11、 field.StepAction54.Enter the desired information into the Bank Name field. Enter Bank Of America.StepAction55.Click the Bank Name Search button.56.Use the Search and Select: Bank Name page to search and select the appropriate bank name.StepAction57.Click the Quick Select button.StepAction58.Click i

12、n the Branch Name field.StepAction59.Enter the desired information into the Branch Name field. Enter Bank Of America.StepAction60.Click in the Account Number field.StepAction61.Enter the desired information into the Account Number field. Enter 101205306.StepAction62.Click in the Account Name field.S

13、tepAction63.Enter the desired information into the Account Name field. Enter MRF Bank Account.StepAction64.Click in the Currency field.StepAction65.Enter the desired information into the Currency field. Enter US dollar.StepAction66.Click the Apply button.StepAction67.Click the vertical scrollbar.68.Click the Apply button.69.You have successfully managed a customer.End of Procedure.