Setting Up End User Types

  1. On the End User Types form, select Actions > New.
  2. Specify this information:
    End User Type
    Specify an alphanumeric code to use to identify a certain customer or order.
    (Description)
    Specify a description for the end user type.
    Unit Code 3
    Select value to use for transactions associated to this End User Types without manually setting each specific account.
  3. Specify this information on the General tab:
    Accounts Receivable
    Select the accounts receivable account number you want to associate with the end user type.
    Draft Receivable
    Select the draft receivable account number you want to associate with the end user type. As line items with this end user type are shipped, the item's variable draft receivable cost will be posted to this account.
    Sales
    Select the sales account number you want to associate with the end user type. This account number is used during the posting of invoices.
    Sales Discount
    Select the sales discount account number you want to associate with the end user type. If an order line item has a discount, the discount amount is posted to this account when the invoice is printed.
  4. On the Cost of Goods Sold tab, select the appropriate account number for each COGS account.
  5. Save the record.