Cannot create a new customer in accounts receivable due to Default in the price level field
Cannot Create a New Customer In Accounts Receivable Due To Default In The Price Level Field.
If you are trying to create a new customer account and get an error message when at the price level field, its more than likely you have an old default setting that now is not relevant with the new pricing structure, see below steps to remove the default and allow the creation of the new customer record.
Error message will show if there is a default active on the Price Level Field
Go to your user icon and click to open, then click on Personalise.
Click on the Field defaults field.
Find the default value for Price Code with value R, and use Remove menu option.
You will now be able to create a new customer record in Accounts Payable.
Related Articles
Workshop IQ Price Level Field – Accounts Receivable Debtor Set Up
Workshop IQ Price Level Field – Accounts Receivable Debtor Set Up To enable the functionality in Workshop IQ for the Price Level field drop downs, a new AR Customer record has to be created for each individual price level to read from. Note: if a ZPZ ...Accounts Receivable - Manual
Contents Accounts Receivable Customer Maintenance Creating a new customer account Enquiring on customer account Customer invoicing – Non-stock items Customer invoicing – Stock items Reprinting a customer invoice Finding a ...Accounts Receivable - Customer Statements
Customer Statements This guide explains how to run the customer statements at the end of the month. Note: Before running the customer statements, please make sure that all payments from the previous months have been processed in Pronto Xi. Under ...Account Code set up in Accounts Recievable
Account Code set up in Accounts Receivable When creating a new Customer account, it is best practice to NOT use any symbols or spaces in the account code, dashes are ok, account codes can be made up of a combination of numbers and letters, but using ...Setting up a COD Customer in Accounts Receivable
Setting up a customer as a COD Account This COD set up allows the store to trace if a payment has not been made whilst being able to let the customer pay COD as they go, The Charge Account Button can be used on COD Accounts to complete these ...