Key Steps
Access the Customer Inquiry Grid 0:00
Navigate to the customer inquiry grid in your system.
Ensure you have the necessary permissions to view AR accounts.
2. Identify AR Accounts 0:09
Look for accounts clearly marked with 'AR' in the grid.
These accounts will be visually highlighted for easy identification.
3. Create Orders for AR Customers 0:17
When creating orders, check for the AR indicator next to the customer name.
Hover over the red dot to view the customer's past due balance.
Cautionary Notes
Ensure that you do not process orders for customers with significant past due balances without proper authorization.
Regularly review AR accounts to avoid potential financial issues.
Tips for Efficiency
Familiarize yourself with the layout of the customer inquiry grid to quickly locate AR accounts.
Use filters in the grid to narrow down your search for specific AR accounts.