The following explains how to create a new Customer Opening Balance.
First, click on the System topic in the Main Menu. Then click on Opening Balances and the Opening Balances form will open. Click the Customer Opening Balance button. Now a form appears with the label "Find Customer Opening Balances." This is a search form that you may use to find existing customer opening balance transactions. Click the New button at the upper left hand corner of the form to open the "Find the Customer for this Customer Opening Balance" form. This is a search form that you may use to find the Customer involved in the Customer Opening Balance. Once you have selected that Customer, all of the appropriate data from that Customer will automatically populate the fields of the Customer Opening Balances form for you. Now you only have to enter the remaining data to complete the Customer Opening Balance form before taking an Action such as Posting it.
When you are Entering a Customer Opening Balance, you may either be Entering a new Customer Opening Balance for a New Customer, or, Entering a new Customer Opening Balance for an Existing Customer. Both situations are described next.
First, click on the System topic in the Main Menu. Then click on Opening Balances and the Opening Balances form will open. Click the Customer Opening Balance button. Now a form appears with the label "Find Customer Opening Balances." This is a search form that you may use to find existing customer opening balance transactions. Click the New button at the upper left hand corner of the form to open the "Find the Customer for this Customer Opening Balance" form. This is a search form that you may use to find the Customer involved in the Customer Opening Balance. Since this is a New Customer, click on the New button in the upper left hand corner of the form. You will now be brought to the Customer form to add this new Customer. See: Adding Customers. Once you have added the Customer data in the Customers form, you can go back on the Customer Opening Balance form and enter the remaining data before taking an Action such as Posting it. See: Adding Customer Opening Balances.
First, click on the System topic in the Main Menu. Then click on Opening Balances and the Opening Balances form will open. Click the Customer Opening Balance button. Now a form appears with the label "Find Customer Opening Balances." This is a search form that you may use to find existing customer opening balance transactions. Click the New button at the upper left hand corner of the form to open the "Find the Customer for this Customer Opening Balance" form. This is a search form that you may use to find the Customer involved in the Customer Opening Balance. Once you have selected that Customer, all of the appropriate data from that Customer will automatically populate the fields of the Customer Opening Balance form for you. Now you only have to enter the remaining data to complete the Customer Opening Balance form before taking an Action such as Posting it. See: Adding Customer Opening Balances.
The Create New Customer Opening Balance can be disabled so that other users can't create customer opening balance records. You can enable or disable the Permission check box for Create New Customer Opening Balance in the Security form - Form Permission Tab under Sales Module.