What does this section cover?

Navigating to Groups

Explaining Groups Fields

A description of the Accounts Receivable

Name	Description
Number	An auto generated number which uniquely identifies each Accounts Receivablethe group
Name *	A name for the Accounts Receivable	Description		The name of the group
Classification *	A classification of the group which can either be internal or external
Alternative Code *	The alternative code of the group
Description	A description of the group
Contact Information *	The contact details for that group. It can be a company or a person
Community *	The community for that group.
Set as Owner Group automatically based on Covered Geographical Areas	If enabled then the specific group will automatically be set as the owner group of a record, during the creation of the record, only if the location of the customer is within the covered geographical area. If more than one groups are covering that area then the automatic assignment is not performed
Units	A section that displays all the units that belong the group. The section includes the following fields: No. Name Group Path Description Units can be added to a group through the Add new Unit action which is available through the Actions menu or the units page
Users	A section that displays all the users that belong the group. The section includes the following fields: Person Name Username Users can be added to a units through the users page
Log information	Log details for the group which includes the global log details component
Covered Geographical Areas	It defines a list of geographical areas which are covered by the specific Group.  Mandatory on conditions: This information is mandatory only if the "Set as Owner Group automatically based on Covered Geographical Areas" option is enabled. A group might be covering more than one geographical areas.
Area	The area of the covered geographical area
District	The district of the covered geographical area
Town / City	The town / city of the covered geographical area

 

Creating & Saving, Validations & Restrictions

Creating an Accounts Receivable 

1. Search using the criteria available in the summary page
2. From the top menu click on the New to open the Groups data entry page
3. Rest of the steps

4. ATTACHMENTS

   1. Include Page
      Attachments - Global Attachments - Global

      
      
      

5. LOG INFORMATION

   The following information is automatically set by the system on saving the Groups

   1. Include Page
      Log Information - Global Log Information - Global

      
      
      

6. From the Action Menu click on Save

System Processing