Approve Prospective Customers
Use this screen to approve prospective customers before they can be selected as a customer on a project, contract, or subcontract, or be used in invoices.
You can also use this screen to disapprove one or multiple prospective customers.
All prospective customers with a status of Pending in the Manage Contract Management Customer Info application are automatically displayed when you load this screen. After you approve these customers, their customer status is changed to Ok and their customer record status is changed to Customer in Manage Contract Management Customer Info, and they can then be used in projects and invoices.
Customer, Vendor, and Employee Clickguide
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Display the Approve Prospective Customers Screen
You access the Approve Prospective Customers screen from the Capture & Contracts domain.
Contents of the Approve Prospective Customers Screen
Use the fields and options to configure the Approve Prospective Customers screen.
Table Information for the Approve Prospective Customers Screen
Changes to the Approve Prospective Customers screen update the CT_CUST and CUST tables.