GPUG Presentation Accounts Receivable

Customer Card Addresses Note Field Class ID Sales Tax Schedule Terms Price Level Attach Function

Customer Card – Options

Price List Price List Method Dropdown: Currency Amount % of List Price % Markup – Current Cost % Markup – Standard Cost % Margin – Current Cost % Margin – Standard Cost

CRM/GP Integration

Sales Order Processing Attach Function Note Field Date Shortcut Copy/Paste Line Items

SOP - Continued Under Go TO: Date Fields Customizable Fields – specific to your company – useful for reporting

SOP – User Defined Customizable Fields

SOP - Continued Under Actions: Copy Feature – Allows the user to copy an existing document for credit or invoicing purposes.

Financial Accounts Account Types Fixed Allocation Variable Allocation Unit Allocation

Questions April Van Kooten Controller avankooten@hydro-klean.com Amber Ogren Accounts Receivable Clerk aogren@hydro-klean.com