trion r12 customer
TRANSCRIPT
![Page 1: Trion r12 customer](https://reader033.vdocuments.net/reader033/viewer/2022051414/55a503e21a28abd5248b4780/html5/thumbnails/1.jpg)
Trion Receivables
R12 Delta
Training
![Page 2: Trion r12 customer](https://reader033.vdocuments.net/reader033/viewer/2022051414/55a503e21a28abd5248b4780/html5/thumbnails/2.jpg)
Agenda
• Customer Entry
• Receipt Write-Off
• Balance Forward Billing
![Page 3: Trion r12 customer](https://reader033.vdocuments.net/reader033/viewer/2022051414/55a503e21a28abd5248b4780/html5/thumbnails/3.jpg)
Customer Entry
Navigate: Customers-> Standard
In the ‘Customers’ window click on the ‘Create’ button.
![Page 4: Trion r12 customer](https://reader033.vdocuments.net/reader033/viewer/2022051414/55a503e21a28abd5248b4780/html5/thumbnails/4.jpg)
Customer Entry
In the ‘Create Organization’ window enter the ‘Organization Name’ (Customer) and enter The CSR Initials.
Scroll down to the ‘Account Site Address’ section.
![Page 5: Trion r12 customer](https://reader033.vdocuments.net/reader033/viewer/2022051414/55a503e21a28abd5248b4780/html5/thumbnails/5.jpg)
Customer Entry
In the ‘Account Site Address’ section enter the Customer address and scroll down to the ‘Business Purposes’ section.
![Page 6: Trion r12 customer](https://reader033.vdocuments.net/reader033/viewer/2022051414/55a503e21a28abd5248b4780/html5/thumbnails/6.jpg)
Customer Entry
In the ‘Business Purposes’ section select the business purpose for this address.
Click on the ‘Save And Add Details’ button.
![Page 7: Trion r12 customer](https://reader033.vdocuments.net/reader033/viewer/2022051414/55a503e21a28abd5248b4780/html5/thumbnails/7.jpg)
Customer Entry
The default profile of ‘New Customer’ is assigned to the customer.
![Page 8: Trion r12 customer](https://reader033.vdocuments.net/reader033/viewer/2022051414/55a503e21a28abd5248b4780/html5/thumbnails/8.jpg)
Customer Entry
Click on the ‘Create Site’ button to create a new site.
![Page 9: Trion r12 customer](https://reader033.vdocuments.net/reader033/viewer/2022051414/55a503e21a28abd5248b4780/html5/thumbnails/9.jpg)
Customer Entry
In the ‘Create Account Site’ window enter the ‘Country’ and ‘Purpose’.
Click on the ‘Create Address’ button.
![Page 10: Trion r12 customer](https://reader033.vdocuments.net/reader033/viewer/2022051414/55a503e21a28abd5248b4780/html5/thumbnails/10.jpg)
Customer Entry
In the ‘Account Site Address’ section enter the Customer address and scroll down to the ‘Business Purposes’ section.
![Page 11: Trion r12 customer](https://reader033.vdocuments.net/reader033/viewer/2022051414/55a503e21a28abd5248b4780/html5/thumbnails/11.jpg)
Customer Entry
In the ‘Business Purposes’ section select the business purpose and click on the ‘Finish’button.
![Page 12: Trion r12 customer](https://reader033.vdocuments.net/reader033/viewer/2022051414/55a503e21a28abd5248b4780/html5/thumbnails/12.jpg)
Customer Entry
New Customer site is established.
![Page 13: Trion r12 customer](https://reader033.vdocuments.net/reader033/viewer/2022051414/55a503e21a28abd5248b4780/html5/thumbnails/13.jpg)
Receipt Write-Off
Select the ‘Receipt Write-Off’ option in the ‘Applications’ window.