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E1: 03B: How To Set Up A Customer Master In EnterpriseOne Accounts Receivable (P03013) (Doc ID 1478003.1)

Last updated on MARCH 12, 2021

Applies to:

JD Edwards EnterpriseOne Accounts Receivable - Version XE and later
Information in this document applies to any platform.


Overview of Customer Master Information

The customer master record contains information and processing instructions that the system uses to process sales orders, accounts receivable transactions, and credit and collections information. For example, it might specify a credit limit for the customer or designate whether delinquency notices should be sent or statements printed.

The system stores the information that you enter in a customer record in these tables:


This document is intended for users who are setting up and working with Customer Master records in EnterpriseOne Accounts Receivable.


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In this Document
 Overview of Customer Master Information
 Entering Customer Master Records
 Set Processing Options for Customer Master Information (P03013)
 Set Processing Options for Master Business Function (MBF) (P0100042) for Customer Master
 Adding a Customer Master Record
 Invoices Tab
 Credit Tab and Collections Tab
 G/L Distribution Tab
 Tax Information Tab
 Customer Ship Notice Tab & EDI Information Tab
 Understanding Customer Master Category Codes
 Category Code Form Exit
 Automatic Update of Category Codes from Address Book
 Date–Effective Category Codes
 Revising and Deleting Customer Master Records
 Revision of Customer Master Records
 Update A/R from Address Book (R03B802)
 Setting Processing Options for Update A/R from Address Book (R03B802)
 Deletion of Customer Master Records

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