Access Customers from the AR menu, the Customer icon, or use the F6 function key to access the Customer Detail window.
| Functionality |
| Navigate to Merchant Ag FIN and select Admin > Installation > Access Parameters > AR to define defaults and specific account options. |
| Access |
| Grant permission to User Profiles in Access User Profiles > Security > select a User Profile > Menu Security > Accounts Receivable module > Access Customers. |
Select Access Customers to access or create a full customer account. Learn more here. Learn about the tabs to set additional account defaults and accumulate account activity here.
Basic Customer Information offers an abbreviated view of Customer accounts. Use either the drop down menu available with the Customer icon or the F11 function key to create a customer account with minimal information. Learn more about Basic Customer Info here.
The only method of locating Customer accounts set to a status of Write Off is to use the drop down menu available with the Customer icon and select Access Written Off Customers.
Generate Account Specific Information
After selecting a customer account, use the navigation buttons at the top of the account to generate customer specific statements. Scroll through or Find customer accounts, save or cancel any changes to the account.
Use the drop down list available in Recent, to quickly select one of the five recently opened accounts.
Click 
to clear the current account. Select 
to begin a customer account search.
Field tracking allows field information to be entered and selected when creating fertilizer batches. Learn about 
here.
Flag a Customer account as a Grain Vendor using 
. This option is not utilized in the new Commodities & Grain Merchandising process.
Generate a Current or Historical 
when needed. Learn more here and learn about scheduling monthly Customer Statements here.
Create a 
to view a total of purchases by Purchase Summary. Additional details about Prepaid Statements can be found here. Learn more about assigning Purchase Summaries in Access Categories here.
Generate a 
to view open prepaid details. View a sample here.
Search for Customer Account
Search for an existing Customer account in the Customer Detail window using one or multiple active fields.
Search for a customer by Tax Number by entering the tax number then select SSN or EIN as Type. Click OK to begin the search.
Use Find to access the Select Customer window, learn more here or click to perform an active field search, learn more here.
An Accounts Receivable Customer Account is divided into two sections, a Billing address section and the Activity tabs. Add a new Customer account by selecting 
. The Billing Address section contains the basic Contact information including the billing address. Use the Activity tabs to set additional defaults and accumulates information as the account is used in transactions.