Connect Margin List to Customer

Explanation

Use this function to connect a Supplier Invoice Margin List to a customer. The margin is a percentage and/or amount that will be added/deducted from a supplier invoice when debiting it to a project.

Prerequisites

Margin Lists must be defined in the Margin for Supplier Invoice window.

System Effects

None

Window

Customer

Related Window Descriptions

Customer/Project Reporting Parameters

Procedure

1. Select Populate or make a Query to retrieve the desired customer.
2. Use List of Values in the Supplier Invoice Margin ID field to choose among the predefined options.
3. Select Save.