How do I set up a Accounts Receivable contact?

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.

Solution Properties

Solution ID
241004234646773
Last Modified Date
Fri Oct 04 23:46:46 UTC 2024
Attributes
Product Details
Integrated Product: Chatbot
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