Customer Allowance Transfer

Menu Path: Customer Service Images\bluerarw.gif Customers Images\bluerarw.gif Customer Allowances Images\bluerarw.gif Customer Allowance Transfer

Purpose

Transfer customer allowances.

Overview

Use Customer Allowance Transfer to transfer allowance amounts between customers and/or allowance types.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Customer Allowance Transfer window.

Transfer

Click this button to transfer the customer allowance amounts based on the selected criteria.

Main Tab Fields and Buttons

Field or Button

Description

Location Prefix

Enter a location prefix for which to transfer customer allowances, or click the Lookup button to select a location prefix.

Name (Location)

Enter a location name for which to transfer customer allowances, or click the Lookup button to select a location name.

Transfer from Billing Customer Code

Enter a billing customer code from which to transfer customer allowances, or click the Lookup button to select a customer code.

Name (Transfer from Billing Customer Code)

Enter a billing customer name from which to transfer customer allowances, or click the Lookup button to select a customer name.

Transfer to Billing Customer Code

Enter a billing customer code to which to transfer customer allowances, or click the Lookup button to select a customer code.

Name (Transfer to Billing Customer Code)

Enter a billing customer name to which to transfer customer allowances, or click the Lookup button to select a customer name.

From Customer Allowance Type

Enter a customer allowance type from which to transfer customer allowances, or click the Lookup button to select a customer allowance type.

To Customer Allowance Type

Enter a customer allowance type to which to transfer customer allowances, or click the Lookup button to select a customer allowance type.

Available Amount

This field displays the available amount of customer allowances to transfer.

Transfer Amount

Enter the customer allowance amount to transfer.