Page Comparison

Aeros ERP summary billing function requires a customer to be designated as the summary bill-to customer. The summary bill-to customer receives a billing invoice that combines all the invoicing activity for the summary ship-to locations assigned to the summary bill-to customer for a designated time period.

Pre-Requisites

1. Custom FormsCreate Customers

Step-by-Step Guide

1. Access the Master module.
   
   
2. Click Sales.
   
   
3. Click Customer.
   
   
4. Locate the Customer you wish to assign a Custom Form to set as the summary bill to customer and click OK.
   
   
5. Click ProfileLocate the Summary Billing section.
   
   
6. Click Custom Design.
   Under the Report Type listing on the left, select the desired form. For example: Shipping Order
   Under the Assignment tab,  select the first blank row.
   Select a Company / Division option.
   Select a Design optionthe check box titled Summary Bill To Customer.
   
   
7. Click Save.