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You can use the Accounts button to view or edit the posting accounts assigned to this customer. You can use the Options button to view or enter additional credit, payment, and history options for this customer.

Creating Service Management Customers

1. After setting up the customer in the Customer Maintenance window, select Save and then select Customer.
2. The following fields default from the Customer Maintenance window:
   • Customer ID (including notes and attachments)
   • Name
   • Address ID
   • Address Information
   • Contact Person 1/Contact Person 2/Fax
   • Salesperson ID
   • Bill To ID
   • Hold/Inactive/Temporary check boxes
   • Customer Payment Summary Icon
   • Branch Icon
3. Additional fields that you can set up are:
   • USER-DEFINED lookup fields
     • Customer UDF 1 Lookup
     • Customer UDF 2 Lookup
   • USER-DEFINED
   • Write Off Amount Based On
     • PO Header
     • PO Line
   • Write Off Amount
   • Write Off Percent
   • Disable Field Invoicing
     Mark to disable Field Invoicing in MobileTech.  If marked, a MobileTech technician cannot create a field invoice for that customer. Field invoicing is available only if Field Invoicing and Field Payments is registered, and  UseFieldInvoicing = True  in the MobileTech setup options.
4. Select Save

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Using global filters

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