Create new Customer and Account Sites

This can be achieved by the following steps:

1. Enter Customer details as required.

2. Enter the Party Site and Address details.

3. Enter Account Site Details for Operating Unit 1 and Operating Unit 2.

4. Upload.

5. The Customer, Party Site and Account Site 1 have been created, Account Site 2 has been created in Operating Unit 2 using the same address and Account Site 1.

Customer

Party Site and Account Sites

6. Perform a download using Account Site ID for Operating Unit 2 to confirm that the same address was used.

Note: In a Multi-Org Access Controlled Responsibility this can be done in one upload. If using a Single Org Responsibility, the row for the first Operating Unit must be uploaded, then you will need to switch responsibilities using the ‘About’ screen