Customer Tab

Customer tab definition

Title

 

Description

Customer Exists?

Required. Select a value from the list. Selections are: Use Existing Customer, Create New Customer and No Customer.

pencil-small    If Use Existing Customer is selected, a valid AR Customer Number must be entered in the Customer Number field.

pencil-small    If Create New Customer is selected, an AR Customer will be created when the Agency document is Final.

pencil-small    If No Customer is selected, leave Customer Number and Customer Type blank.

Customer Number

Optional. If Use Existing Customer is selected, enter a valid AR Customer Number or valid AR customers may be retrieved from the lookup searchicon.

pencil-small    Leave this field blank if any other value is selected.

Customer Type

Optional. Select a value from the list.

pencil-small    Required if Create New Customer is selected.  

More:

Contracts & Grants Tab