Primary Customer Type Report

Accounts Receivable Menu -> Reports -> Primary Customer Type Report

This report can be generated to list customers by the primary customer Type assigned to then in Customer Information by customer number with name, phone number and the current account balance.

The prompts are:

ALL CUSTOMER TYPES

Check this box to restrict the customer list to a specific Type of customer.

Uncheck this box to include all customer Types.

CUSTOMER TYPE

Enter the specific customer Type as defined in Customer Types or select it from the drop-down list.

CUSTOMER ACCOUNT TYPE

Select one of the following account types for the customers as flagged in Customer Information:

•Cash to list only customers flagged as Cash only.

•On Account to list only customers flagged as charge On Account.

•Both to include all customers.

REPORT OPTIONS

This value defaults to the operator preference as defined in Operators.
 Select one of the output options to Print a report or export the data to Excel as outlined in Report Options.

ACCEPT or CANCEL

Click the ACCEPT button to begin printing the report, or CANCEL to abort.

Topic Keyword: ARCT10