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Access Household

5 views 0 June 2, 2021 kbadmin

You can access Household sub-module by clicking the LHS link Master Data > Household. Upon clicking this link, the Household page is displayed as depicted in the following figure:

The Household page displays existing Household details such as Household ID, Household Name, and Household Type. You can also click the  button to select additional details to be displayed. These include Household Desc, Household Open Date, Household Close Date, Household Balance, Household Prior Balance, Address1, Address2, City, State, Country, Zip/Postal code, Flexi Text 1, Flexi Text 2, Flexi Amount 1, Flexi Amount 2, Flexi Amount 3, Customer ID, IsActive, and Modified On.

This page also provides you options to search for existing Household records, create new Household records, edit existing Household data, copy existing Household data to create new record, and so on.

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