Please fill out the following information as completely as possible:
AR1.Do you book your receivables on the customer/declare your debtors before delivery of goods or after delivery of goods at the end of stipulated period (To decide on theinvoicing Rule to be used )
ImmediateAR2.Do you have walk-in customers? If yes please specify the percentage of sales to walk-incustomer over total sales?(This is to decide on creating a logical customer by name“Cash”) AR3.Do you declare your earnings for any sale of goods or services in same period or multiple periods? Specify the details. (TO decide on the Accounting Rule to set up)
NoAR4.Do you book revenue by product or product group?(To decide if revenue is to be reported per each inventory item or for each Item category and to create transaction types usingrevenue account code combinations referring to that product)
NoAR5.Do you have more than one receivables account?
NoAR6.Do you book sales tax on one account only or do you have one for every state?
Every StateAR7.Do you have a requirement to send an invoice in foreign currency?
NoAR8.Do you group customers by particular classification or category? (To fix up the requiredCustomer Profiles)