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Use this form to view a list of customer accounts and to see whether there are existing forecast lines for each customer. An existing sales forecast is indicated when the field is selected.

You can also access the form to create a new forecast lines or update existing ones.

Tasks that use this form

Navigating the form

The following tables provide descriptions for the controls in this form.

Buttons

Button

Description

Open the form to create a sales forecast or update an existing one.

Fields

Field

Description

is used to identify the customer, and it must be specified when you create a customer.

The is automatically generated by the system if it is defined on the tab in . For more information, see Number sequences (form).

Enter or view the customer name that is to be printed on documents that are sent to the customer, such as invoices and account statements.

Enter the name you want to use when searching for the customer. If this is not entered, the system uses the field by default.

Select the customer group to which the customer belongs.

Note Note

This is a mandatory field. are created and managed in .