Infor CloudSuite Distribution Customers User Guide

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Setting up and maintaining customer records
Adding a customer record
Copying a customer record
Maintaining a customer record
Inactivating a customer record
Deleting a customer record
Setting up customer accounts to receive shipping notification emails
Setting up customers and ship tos for consolidated invoicing
Specifying pick label settings for a customer
Adding a ship to/job record
Adding a freight billing record
Creating a customer master group
Assigning a customer to a customer master group
Inactivating a customer master group
Setting up a manufacturer vendor in Customer Setup
Entering invoices and miscellaneous transactions
Entering a credit memo for a customer
Entering a customer invoice
Entering a debit memo for a customer
Entering a miscellaneous credit for a customer
Entering a rebate for a customer
Entering a reversal for a customer
Entering a service charge for a customer
Importing transactions from Excel: ARET
Viewing invoices paid by a miscellaneous credit
Adjusting payment schedules and terms
Defining terms in Customer Transaction Entry
Modifying the terms of a single scheduled payment for a customer
Preparing a monthly AR roll-forward schedule
Recalculating average days to pay for multiple customers
Recalculating average days to pay for a customer
Splitting a customer payment
Applying payments and credits
Defining your customer payment processing workflow
Applying a payment to regular invoices
Filtering invoices for Quick Entry
Applying a payment to a group
Applying a single payment against multiple invoices
Applying a split check payment
Applying credits to customer invoices
Applying a commission payment to a Manufacturer Rep invoice
Converting a COD invoice to a regular invoice
Manually scheduled payments on a customer invoice
Posting miscellaneous cash
Payment processing using a lock box
Editing and updating lockbox transactions
Implementing lockbox payment processing
Processing refunds and write-offs
Creating a debit memo for an underpayment
Customer refund check work flow
Writing off an overpayment
Writing off an underpayment
Writing off sales taxes after an invoice is paid
Writing off sales taxes while paying an invoice
Writing off unapplied credits
Reversing a payment
Reversing a payment for NSF
Reversing a payment for wrong customer
Reversing a payment for wrong invoice
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