Prerequisites for adding customer records

You must complete these setups before you set up Customer Setup records:

  • SA Company Setup
  • SA Operator Setup
  • SA Table Code Value Setup: Terms
  • GL Account Setup
  • SA All Company Information Setup

We recommend that you also complete these setups:

  • SA Table Code Value Setup: Division and Ship Via
  • SA Tax Master Setup
  • CR Bank Setup
  • Product Warehouse Description Setup
  • Sales Rep Setup