ScratchPads: Customer ScratchPad Operations Menu

View Details

To view and maintain the current customer in a new window. This function operates on the Customer Maintenance window.

New Sales Order or Quote

To create a new Quotation or Sales Order for the selected customer and the new Sales Order will be automatically given the next serial number. This function opens the Sales Order Maintenance window.

New Job or Estimate

To create a new Job or Estimatefor the selected customer. The new Job will be automatically given the next serial number when saved. This function opens the Job Maintenance window.

Create New Invoice

To create an Invoice to a customer for items that have not been directly dispatched from inventory. Such items would not be associated with a specific part number. See the Invoice and Credit Note Change and Create topic.

Create New Credit Note

To create a Credit Note for a customer that is not associated with a specific inventory part. This can include such items as tax-only credits. See the Invoice and Credit Note Change and Create topic.

Receive Payment

To record receipts from customers. An open entry system applies and therefore you will be able to assign customer payments to specific Invoices on their account. See the Payment and Receipt for AR and AP topic.

Account Review

Provides listings of customer account transaction history and aged analysis. See the Account Review topic.