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Required Host System Prerequisites

• • Customer Class Setup
  • Financial Account Setup
  • Currency Setup
  • Checkbook Setup
  • Payment Terms Setup

Required NorthScope Prerequisites

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• Customer Class - if not setup in host system
• Financial Accounts - if not setup in host system
• Currency - if not setup in host system
• Checkbooks - if not setup in host system
• Payment Terms - if not setup in host system 

Optional Prerequisites

Optional NorthScope Prerequisites

• User Defined Attributes
• Integration Setup for 'Customer' set to 'Timed' or 'Immediate'
• Tax Class Setup

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