Customer Finance Master Maintenance

Use the Customer Finance Master Maintenance window to view and maintain certain financial information including budget and lien information for customers.  The table following the window example describes the Finance Master Maintenance Window for the Customer Inquiry.

Tip:  For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To display the Customer Inquiry Finance Master Maintenance Window:

1.  At the Inquire By prompt in the Customer Inquiry, click Customer in the drop-down list.

2.  Press [TAB] to move to the Customer prompt, and then enter a valid Customer ID.

Tip:  To inquire by Location, Inventory Number or Street Index instead of by Customer ID, choose the desired Inquire By option and then enter the appropriate Location ID, Inventory Item Number or Location Street ID.

3.  Click Financials on the Customer Inquiry - Additional Functions Toolbar.

Customer Finance Master Maintenance Window Example: