Financials Module: Accounts Receivables

Lab AR-2 Setting Up a new Customer

Objective: To set up a new Customer
15-20 minutes

Instructions:
• In this lab you will create a new customer.

1. Responsibility: Receivables, Vision Operations (USA)

2. Navigation: Customers
Customers
Customer Search
3. You will search for the customer to avoid creation of a duplicate customer record.
a. Search for the customer with the following values:

Name NN-New Customer

4. Next, after ensuring that the customer does not exist, you will a new customer.
a. Click on the Create Customer Button.
b. Enter the following information:

Organization Name NN-New Customer

Alias NN Customer
Account Description NN-New Customer Account1
Account Number NN-1234
Profile Class NN-New
Country United States
Address Line 1 No.12, Albert Street
City Detroit
County Detroit
State MI
Postal Code 405405
Operating Unit Vision Operations
Business Purpose Bill To

5. Click the “Save and Add Details” Button. This action will save the record and navigate to the
‘Account Overview’ Page.

6. On the ‘Account Overview’ page, you can incorporate futher details like – account profile,
profile amounts, payment details, communication details, relationships detials etc.

a. Navigate to Profile Amounts Tab.

b. Enter the following information:

Currency USD
Min Receipt Amount 0.01
Min Statement Amount 50.00
Credit Limit 150,000.00
Order Credit Limit 15,000.00

7. Click on Apply Button. This action will open the Customer Search page after saving the
record.

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8. Enter additional Customer details.

a. Click on the Customer Name

b. Click on the Profile Tab.
c. Enter the followind details:

Year established 1978

Customer Category Professional Services
Organization Total 1000
Corporate Total 2000
Fiscal Year End December

9. Click on the Save Button.

10. Click on the Communication Tab.

Enter the followind details:

Phone Number +1(248)8679273

Email Address contact@newcustomer.com
URL Newcustomer.com

11. Click on the Save Button.

12. Click on the Tax Profile Tab.

Enter the followind details:

Allow Tax Applicability Checked

Rounding Level Line
Rounding Rule Nearest

13. Click on the Save Button

14. Click on Apply Button. This will navigate back to the Customer Search Page.

15. Next, you will create an additional account.

a. Navigate to Customer Overview Page by searching for the customer:
I. Navigation: Customers
Customers
Customer Search
Customer Details

NN-New Customer.
II. Click on Create Account Button to create a new account
b. Enter the following information:

Account Description NN-New Customer Account2

Profile Class Default
Account Type External

16. Click on Create Addess Button. Enter the address details as follows:

Address Line 1 100, Office Street

City New York
County New York
State NY
Postal Code 10011

17. Click on Continue Button.

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18. Click on Finish Button. Navigate back to the customer account overview page.

19. Click on the Business Purpose Tab. Enter the following details:

Purpose Ship To
Bill To Location Select from List

20. Click on Save Button.

21. Click on the Payment Details Tab. Enter the following details:

Receipt Methods Check

Receipt Method Start Date 01-JUN-2008
Credit Card Number 1234098700001830
Expiration Date 01-JUL-2010
Statement Billing Address Select from List
Card Brand Visa
Bank Name Bank of America
Branch Name Select from List
Account Number 120479
Currency USD

22. Click on Save Button.

23. Click on Apply Button.

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