Customer Comments Listing

 

Function

The Customer Comments Listing task prints customer comments as set up in the Customer Maintenance task, selected by salesperson or territory.

 

=> To access this task...

Select Customer Comments Listing from the Accounts Receivable Reports menu.

 

Customer Comments Listing

 

About the Fields

 

In the Report Sequence dropdown...

  • Select Salesperson (S) to print customer comments by salesperson code.

  • Select Territory (T) to print customer comments by territory code.

In the Beginning/Ending Salesperson field...

Is active when Salesperson (S) is selected at the Report Sequence step.

  • Enter the beginning/ending salesperson code. The report will start/end printing from this code.

  • Press [Return] to begin with the first/last possible code.

  • Click Click to select from a list of all valid codes.

In the Beginning/Ending Territory field...

Is active when Territory (T) is selected at the Report Sequence step.

  • Enter the first/last territory code on file.

  • Press [Return] to begin/end with the first/last possible code.

  • Click Click to select from a list of all valid codes.

When done making selections...

  • Click Run Process button to create the listing.

  • Click Clear Form button to clear the form and begin again.

Clicking Clear Form button, the module issues this confirmation


Clear all entries?

Clear Entries

  • Click [Yes] to clear the selections made in the Customer Comments Listing form.

  • Click [No] to return to the Customer Comments Listing form.

Sample Customer Comments Listing  By Salesperson

 

See Output Options.



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