To edit an existing rule, in the list of rules, select and open the rule you want to edit. Type or modify information in the fields. Hover over the field labels to see what to enter: Name. Type the name of the
Learn how to set up and enable sales commission calculation and tracking, including a step-by-step process using the USMF demo data company.
At a minimum, you must set up an object account for default company 00000. You can set up object accounts for other companies as well. The system always searches for accounting rules by a specific company. If no company is found, the system applies rules according to the default company....
Finish the rule setup. Name the rule, setup rule options, and review the rule description. Click an underlined value to edit. SelectFinish. Certain rules will only run when Outlook is on. If you get this warning, selectOK. SelectOK....
When you use location (company or customer) rules, you can define which payment calendars that the system can select. You can also define whether to use exceptions that are defined for the state/province and city levels. If a company rule tries to select a calendar that's not enabled...
Rule Level 1: EmailAddress, LastName, FirstName Rule Level 2: AccountNumber Profile A: EmailAddress: 1@email.com BusinessEmailAddress: john@company.com LastName: Doe FirstName: John AccountNumber: account1234 Profile B: EmailAddress: 2@email.com BusinessEmailAddress: john@company.com LastNa...
Give customers control over their communication with your company using a customer portal. A customer portal is a home behind a login where customers can view, open, and reply to their support tickets. Typically, customers can access the customer portal via the knowledge base, but you can also...
Setting up the right company in the UK Incorporation provides many advantages for a business and its owners: protection from personal liability for business debts, improved access to financing for business activities, simple transfer of business ownership through the disposal of shares and increased pot...
UAE Company Formation Services from A to Z Our services span across all professional service areas and throughout the entire UAE Company Life Span. From the UAE Company Formation Agents’ UAE Company Set Up to the UAE Company Operation through to Company Liquidation! We form – incorporate, regi...
Assume you must set up a relatively simple sourcing rule for the AS54888 item. You transfer it from an organization that stores inventory, such as Vision Manufacturing. For details about how to set up sourcing in other contexts, see the Manage Sourcing Rules ...