The OE/AR folder in the Customer Master (SU13) program displays the Customer and Prospect information that is maintained in the PointForce iTopia Customer Master(SU13) view.

• For a definition of every field on the OE/AR folder, see the Details page of the Customer Master view in iTopia. For more information on the Customer Master Details page, click here.

• For information on the Customer Master(SU13) Search Criteria/Results Grid view in iTopia, click here.

• For information about creating and maintaining Customers/Prospects in iTopia, click here.

Note: The Order Value for Discount Check section from the PointForce Enterprise SU13/OE/AR folder has been moved to the OE menu as the Order Value for Discount Check (OE10) program.

Note: The Customer Notes functionality in SU13 is still maintained in the PointForce Enterprise SU13 program. When you click on the Notes icon, the Maintain Customer Notes window opens allowing you to add, modify or delete a Note for the current Customer. Once notes are entered, the icon changes to indicate that there are existing notes .

• The Customer Notes functionality is only available to operators with 'Notes Access' set to Administrator or User in Maintain Operator Password/Privilege (CC03).

Note: Prospect information is only available if you have purchased the CRM module for iTopia.

^{SU13 - OE/AR folder}