Customer A/R Agency Security

The Customer A/R Agency Security screens allows you to control individual A/R Codes.

To open the A/R Agency Security screen navigate to Administration > Settings > Customer A/R Agency Security.

Security Switch System 994 (WebAdmin): Access Maintain Users Security has higher priority than the A/R Agency Security in System 996 Customer Profile switch and must be active.

The fields displayed on the Customer A/R Agency Security screen are:

Field Description
Group The User Security Group code label. This hyperlink opens the A/R Security Detail screen.
Company/Division The company/division for the customer.
Agency Code The A/R AgencyClosed A/R Agency codes are used to specify methods of payment available to the customer of a dealership. For example cash, credit card, or house account. code for the customer.
Add/Edit Allowed Determines whether an additional A/R code can be added or edited to the existing listing.

Click Create to open a new A/R Security Detail window.

Once created, clicking on a Group opens the expanded detail window.

Once setup, specific A/R Codes can be more easily controlled via security.

Data Source: ACCARAGE

Security Switch: 994 - WebAdmin, Access Maintain User Security.

Revision: 2025.08