In this guide, we show How to Manage Products in Accounts Receivable in the Finance Module.
Access: The minimum permissions required to How to Manage Products in Accounts Receivable are found in the Finance Module section Config > Setup > Roles & Permissions.
For Product Groups:
And for Customer’s Products:
This Guide forms part of the ACCOUNTS RECEIVABLE USER GUIDE. Click on the link to see Related Guides.
Product Groups
To begin, go to Modules > Finance > Finance Home Page > Maintenance > Product Groups.
All current Product Groups are shown, both for Accounts Payable and Accounts Receivable.
Accounts Receivable Product Groups are identified in the column on the right.
To view a current Product Group, highlight it and click View/Edit or double click on it.
To create a new Product Group, click New.
Enter the required information, making sure to select Accounts Receivable, and then click Save.
Customer’s Products
Go to Modules > Finance > Finance Home Page > Accounts Receivable > Customer’s Products.
To view or edit a current Product, highlight it and click View/Edit or double click on it.
To Add a new product, click Add.
In Product Detail, select the Product Group from the drop down. If there are insufficient Product Groups, create an appropriate one.
Then complete the rest of the Product Detail and click Save.
The new Product is now visible in Products and available for use.
