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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 checkboxes
   • 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 fields
4. See Writing Off a Trailing Purchase Price Variance for more information on the Write-Off fields.
5. Write Off Amount Based On
   
   • PO Header
   • PO Line
6. Write Off Amount
7. Write Off Percent
8. Mark to Disable Field Invoicing in MobileTech for this customer.  If marked, a MobileTech technician cannot create a field invoice for the customer.  The Disable Field Invoicing checkbox displays if Field Invoicing and Field Payments are registered, and UseFieldInvoicing is set to true in the MobileTech setup options.
9. Select Save