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- Customer Setup
- Financial Account Setup
Optional Prerequisites
- Turn on Set integration setup for AR Invoice/Return.
- Default Cash payment checkbook (Sales Order Preferences)
- Default Check payment checkbook (Sales Order Preferences)
- Default Credit Card payment checkbook (Sales Order Preferences)
- Attributes setup for Customer Sale transaction
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A customer sale transaction can be used to record sales transactions to customers and returns from customers. When the transaction status is changed to “Ready to Post” and the integration is turned onhost system integration for AR Invoice/Return in the Company module is set to immediate or timed, a Receivables Transaction Entry is created in the host system’s Sales module.
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