Customer Translation Edit MMCB

The main purpose of this function is to allow all the various customer account references within each of the systems being supported by Cash Receipting to be linked so that it is possible to retrieve all account references for a customer, across all Fund Types, from entry of a single valid reference.

The business function to be supported by this enabling framework is to be able to support a cashier in being able to quickly list all outstanding debt, across all lines of business systems, in a single list.

Screen Fields

Fund Type

The user enters a Fund Type representing an External Invoicing system, such as Council Tax system.

Account

Up to a 20 character Account reference for the Customer account within the Fund Type can be input.

Customer Name

The customer name for the Account in question. (Up to 40 characters).

e5 Company

An optional cross reference to an e5 Company where the customers may also exist as an AR customer.

Ledger

An optional cross reference to an AR ledger within the designated e5 Company where a customer also exists as an AR customer.

Account

An optional cross reference to an AR Customer Account within the designated e5 Company where a customer also exists as an AR customer.

If not described in this topic, click on a field and press F1 to view help. See Common Fields for more information.

Fast prompt allows you to quickly view a list of options for certain fields.

NOTE Field visibility can be defined by your System Administrator, so not all fields documented may be shown.

See Using the Command Line on opening the screen without going through the menu.