...
- Customer Setup
- Financial Account Setup
Optional Prerequisites
- Set the Purchasing Preference for “Enable Real Time Integration” to “Yes”. This user guide assumes that the preference is set to “Yes”. If the preference is set to “No”, then the events in Step 3 will not occur.Turn on integration for AR Invoice/Return.
Understanding the data flow
...
Click the “New” toolbar to open the New Sale record view. On the New Sale record view Home tab header, select the Customer from the Sold To drop-down menu and click save. Saving the new sale with a customer as the sold to entity will refresh the transaction as a customer sale as opposed to an employee sale. Once the transaction has been initially saved, the Sold To header field becomes disabled.
For more information regarding the Customer Sale transaction fields, refer to the online help here.
Completing the header fields
...