Debtors Customer Setup

Debtors/ Customer Search

Video trainingTraining manualManual 2016 - Click Here

Debtors / Customer Module> Configuration> Debtors / Customer Setup

This is where the user creates a new Debtor or searchsearches for an existing one

System buttons

Search button allows a user to search using Basic Search Tab and Custom Search Tab

At the top of the screen under the Debtors Setup heading, there are 5 buttons and three drop down lists

System Buttons

Search button allows a user to search using Basic Search Tab and Custom Search Tab

Expand button

To shown more search filter criteria or Contract button to show less search filter criteria

Add button

To create a new Debtor.

Edit button

to make changes onto an existing Debtor.

Print Export Drop Down allows one to select from the following options:

Print button

print all the debtors listed in the system sorted alphabetically.

Export Debtors button exports debtors list to Excel spread sheet.

Export Contacts button

exports Contacts to an Excel spread sheet

Import Drop Down allows one to select from the following options:

Import Contacts	Import from the Excel sheet to the system
Import Acct Managers	Accounts can be imported onto the system from the excel spread sheet.
Import Legal Hand Over	Legal Hand Over documents can be imported in CSV format

Extras Drop Down allows one to select from the following options:

Service Level Agreements	Link Service Level Agreement to a Debtor
View Reoccurring Transactions	See what Reoccurring Transactions have been linked to the Debtor.

Basic Search tab, if the debtor’s code in the Basic search Tab or debtor’s name is left blank, this will bring back all the debtors listed in the system sorted alphabetically. If the cursor is placed on Name at the column head, this will sort the names A-Z or Z-A as preferred.

Custom Search tab, Custom search searches according to the category selection on the drop-down arrow and the system will bring back all that is selected on the category.