Set up Firms Using AR Customers

Create firms from AR Customers using the PM Customer Range Form.

  1. From the PM Firms form, select File > Initialize Customer Firms.
    The PM Customer Range form opens. The company from which you are copying customers displays at the top of the form.
  2. Use the Beginning Customer and Ending Customer fields to select a range of customers from which to create PM firms. Leave blank to select all customers.
  3. If you want to apply a specific firm type to all firms being created, use the Default Firm Type field to enter the firm type. Leave blank if you want to assign firm types manually in PM Firms.
  4. If you want to use the customer billing address as the firm shipping address, select the Copy AR Billing Address to Firm Shipping Address check box.
    If a customer does not have a billing address or you leave the box unselected, the shipping address defaults as blank and you must enter it manually in PM Firms.
  5. Click Initialize.
  6. In PM Firms, review the newly created firms and make any necessary changes.
    Note: Changes made to a firm created from a customer are not updated for that customer in AR Customers.