Data entities - Accounts receivable

This article provides a list of the data entities that are available for Accounts receivable.

Available data entities

Note: If you're implementing Accounts receivable, but you aren't using Accounts payable, use the 10.1.001 AP and AR Shared setup package. For information about this package, see Data entities: Accounts payable and taxes.

11.1.001 AR – Customer payment setup

Suggested sequence Entity name Area Entity type Dependency Comments
1 Customer payment method Accounts receivable Setup None Use to create and maintain information about methods of payment for customers.
2 Customer payment method specification Accounts receivable Setup Customer payment method Create and view payment specification codes for the selected method of payment.
3 Customer payment fee Accounts receivable Setup None Use to set up payment fees for various combinations of banks, methods of payment, remittance types, payment specifications, currencies, and date intervals.

11.1.002 AR – Customer attributes

Suggested sequence Entity name Area Entity type Dependency Comments
4 Statistics group Sales and marketing Setup None Use to create and manage customer statistics groups.
5 Business segments Sales and marketing Setup None Use to set up and maintain a list of general business segments that you can use to categorize prospects.
6 Business subsegments Sales and marketing Setup Business segments Use to set up a list of precise types, or subsegments, for each business segment.
7 Price customer groups Accounts receivable Setup None Create price groups for groups of customers that should be handled in a similar way with regard to price.
8 Modes of delivery Accounts receivable Setup None Use to set up modes of delivery for customers and vendors.
9 Sales districts Sales and marketing Setup None Use to set up and maintain a list of relevant geographical areas that you can use for sales and sales statistics.
10 Sales order pools Sales and marketing Setup None Use to create and maintain pools for sales orders.
11 Total discount customer groups Accounts receivable Setup None Define price groups that can be used to specify a set of prices that should be applied to a group of customers.
12 Line discount customer groups Accounts receivable Setup None Define customer total discount groups that can be used on trade agreements.
13 Customer charge groups Accounts receivable Setup None Define customer line discount groups that can be used on trade agreements.

11.1.003 AR – Customers

Suggested sequence Entity name Area Entity type Dependency Comments
14 Customer groups Accounts receivable Master None Use to create and maintain groups of customers who share key parameters.
15 Customers Accounts receivable Master Customer groups Use to create and maintain your organization’s customer records.

11.1.004 AR – Accounts receivable parameters

Suggested sequence Entity name Area Entity type Dependency Comments
16 Customer posting profile Accounts receivable Setup None Use to set up the profiles that control the posting of customer transactions to the general ledger.
17 Customer ledger accounts Accounts receivable Setup None Define ledger accounts that can be used for ledger updates.
18 Customer parameters Accounts receivable Setup Customer posting profile Use to set up parameters for Accounts receivable.
19 Printed form notes Accounts receivable Setup None Use to define form note parameters for invoices, project quotations, and packing slips.

See also

Data entities and packages framework

Data entities