This guide provides a step-by-step approach to adding, searching, and modifying Bill-To Codes in the application, ensuring your billing records are accurate, accessible, and easy to manage. Whether you're entering a new billing address, looking up an existing record, or making updates, the process is streamlined and user-friendly.
Step 1: Log In to the Application:
- Use your credentials to log in. Ensure you have the necessary permissions to access the Bill-To Codes management feature.
Step 2: Navigate to the Manage Data Section:
- From the main menu, go to manage data and select manage bill-to codes. This will open the Bill-To Codes management screen.
Step 3: Add a New Bill-To Code:
- Click the add button to open the 'Add Bill-To Code Detail' form.
- Fill out the required fields:
- Bill-To Name: This field is mandatory. Enter a unique name for the Bill-To Code.
- Address: Provide the full address associated with the Bill-To Code.
- City: Specify the city.
- State: Select the state from the dropdown or input field.
- Zip: Enter the ZIP code for the address.
- Save the details to add the new record to the system.
Step 4: Search for a Specific Record:
- Use the search box to find a particular Bill-To Code.
- Enter text related to the record (e.g., name, address) and click the search button.
- A list of matching records will be displayed.
Step 5: Edit or Delete a Record:
- Locate the record in the displayed list.
- Use the action column to:
- Edit: Click the edit icon to update the details of the Bill-To Code.
- Delete: Click the delete icon to remove the record from the system.
By following these steps, users can efficiently manage Bill-To Codes and maintain accurate data within the application.
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