Accounts Receivable Menu -> LTD Customer Information -> View Customer Information
Document Entry -> activated by Divisional Contract Parameter -> View Customer Information
This utility provides complete information on a Customer's business activity with your firm. This is view only and no changes, additions or deletions can be made to the customer information here.
This information window can also be flagged to automatically
appear when entering the header information for the customer, on a
counter document such as Contracts, Reservations, Counter
Worksheets, Rental Quotations, and in Sales Orders.
To activated this feature for a division, set the Display LTD
Figures flag in the Divisional Contract
Parameters.
The information fields are as follows:
Account Aging:
In addition to the general customer information, the customer's "On
Account" aging information as of the current date, also
displays.
These aging totals include unposted invoices only if the processing
to include unposted invoices in inquiries and listings, is
activated by the Include Current Invoices in Customer
Account setting in the Company Security
Parameters.
Internet Information:
For security purposes, the Internet access information window is
not displayed in this inquiry.
Click OK to close the general information window.
Window to view the customer account details, listing the outstanding documents and amounts by date with aging information as of the current date, as outlined in View Account Inquiry.
Invoice Details:
A window is provided to view the details of the invoices that are
included in this total, as outlined in View
Customer's Unposted Invoices.
Note: The drill down to the invoice details respects Restricted View by division processing according to the Access Codes assigned to the operator in Operators.
Click OK to close the un-posted invoices window.
Contract List Filters:
The contract list can be
defined for a selected division and/or location range.
Billed contracts, Current/History/Both, or Open/Closed/Both
contracts can all be specified for the selection list.
The "Additional Search Options" provide the ability to choose the
contracts using the following selection range criteria: Document#,
Date Out, Date Due, Bill Name, Ship Name, Customer, Site, Product,
Group, and Class.
Contract List:
In the resulting contract list,
windows are provided to drill-down to view the Status and Pickup
Trx, contract Header, Details, Totals, and any invoices generated
from the contract, with their headers, details and totals.
Click OK to close the contract inquiry window.
Invoice List Filters:
The invoice list can be defined
for a selected division and/or location range.
Invoice Type, and status of current/batch/history or all, can be
specified to narrow down the invoice search.
Similar to the contract search, "Additional Search Options" provide
the option to choose the invoices using the following selection
range criteria: Document#, Date Out, Date Due, Bill Name, Ship
Name, Customer, Site, Product, Group, Class, Division, Location,
and Invoice Type.
Invoice List:
In the resulting list of invoices,
windows are provided to view the invoice Header, Details, Totals,
and the source contract where applicable.
When invoices that require approval before posting are viewed from
'Batch' or ' History' the approver name is listed in the invoice
header information.
Print Invoice:
If the Customer Information
inquiry was generated by customer from the menu option, the option
to print a selected invoice is provided.
The PRINT button is disabled when this utility is
called from a document header.
Click OK to close the invoice inquiry window.
Reservation List Filters:
A selected division and/or
location range can be specified for the list of reservations.
The "Additional Search Options" provide the ability to choose the
reservations using the following selection range criteria:
Document#, Date Out, Date Due, Bill Name, Ship Name, Customer,
Site, Product, Group, and Class.
Reservation List:
In the resulting list of
reservations, windows are provided to view the reservation Header,
Details, and Totals.
Click OK to close the reservation inquiry window.
Quotation List Filters:
A selected division and/or
location range can be specified to filter the list of quotes.
All quotes, or just sales, or just rental quotes can be
requested.
The "Additional Search Options" provide the ability to further
narrow down the quotation search using the following selection
range criteria: Document#, Date Out, Date Due, Bill Name, Ship
Name, Customer, Site, Product, Group, and Class.
Quotation List:
In the resulting list of quotes,
windows are provided to view the quotation Header, Details, and
Totals.
Click OK to close the quotation inquiry window.
W.O. List Filters:
A selected division and/or
location range can be specified to filter the list of Work
Orders.
All Work Orders, or only Work Orders still current, or only Work
Orders completed and moved to history, can be requested.
The "Additional Search Options" provide the ability to narrow down
the list of Work Orders using the following selection range
criteria: Document#, Date Due, Bill Name, Ship Name, Customer,
Site, Product, Group, and Class.
Work Order List:
In the resulting list of Work
Orders, windows are provided to view the W.O. Header, Parts
Details, and Totals.
Click OK to close the W.O. inquiry window.
Estimate List Filters:
A selected division and/or
location range can be specified to filter the list of
estimates.
The "Additional Search Options" provide the ability to choose the
estimates using the following selection range criteria: Document#,
Date Due, Bill Name, Ship Name, Customer, Site, Product, Group, and
Class.
Estimate List:
In the resulting list of estimates,
windows are provided to view the estimate Header, Parts Details,
and Totals.
Click OK to close the estimate inquiry window.
Sales Order List Filters:
A selected division and/or
location range can be specified to filter the list of orders.
All orders or only open orders can be requested.
The "Additional Search Options" provide the ability to choose the
orders using the following selection range criteria: Document#,
Date Out, Date Due, Bill Name, Ship Name, Customer, Site, Product,
Group, and Class.
Order List:
In the resulting list of orders, windows
are provided to view the order Header, Details, and Totals.
Click OK to close the order inquiry window.
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