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How do I set up a Accounts Receivable contact?

Created on  | Last modified on 

Summary

Steps to create an Accounts Receivable contact in Sage 300 CRE.

Resolution

  1. Go to Accounts Receivable, Setup, Contacts.
  2. Enter the Contact ID you want to assign the new contact.
  3. Enter the contact name or click the binoculars button and select a name from Address Book.
  4. On the General tab, enter the contact's general information.
  5. If you are using Custom Fields, enter the information for this contact on the Custom Fields tab.
  6. Click Save.
  7. Click Close.