Automation Management > Accounts Receivable > Setup

Cross references can be added to a customer ID from the customer maintenance screen.

Navigate to Customer > Additional > Search Cross-Reference, and add any references required ensuring that the “active” checkbox is selected.

*Note: Configured XRefs and file input will be trimmed according to the configured UD Code before matching against ID if this is set, else an XRefs require an exact match across all chars.