Customer Maintenance - Display Additional Options

Select to reveal a dropdown list to other Customer Maintenance tasks.

Customer Comments  (Back to top)

Comment maintenance allows for the creation, modification, deletion, inquiry, and listing of customer comment information. Comments will display on purchase orders if the Display Comments? checkbox is marked in the Purchase Order Processing module parameters task.


Customer Comments

  • To enable edits to the form select  .

  • Click  to add a new comment after the last current row.

  • Click to insert a new comment before the currently selected row.

  • Click  to delete current comment in the selected line.

  • Click to save comment changes.


Customer Job Number  (Back to top)

Use the Customer Job Number task to collect information on jobs for each customer. When a customer’s job number is defined and entered on an invoice, all sales for that job are captured. This function is available if selected in the Sales Order Processing module parameters task.

 

Customer Job Number

 

In the Job Number field...

  • Enter a valid Job Number.

  • Click to view a table of valid Job Numbers. See Query Functions.

  • Click the record navigating buttons; to view the first record, to view the previous record, to view the next record and to view the last record.

In the Customer Name, Address, City, State, Zip, Contact, Phone, Ext fields...

  • Enter the customer’s contact information

Retain job? checkbox...

  • Mark the box to retain this information.
  • Unmark the box to purge this information.

An entry in the Sales Order Processing Parameter Maintenance task determines the number of months that job information is retained.

Preliminary Lien Info


In the Date field...

  • Enter the date of the lien.

  • Click to select a date by using the calendar tool.

In the Lien Number field...

  • Enter the number assigned to the lien.

In the Amount field...

  • Enter the amount of the lien.

In the First Shipment Date field...

  • Enter the first delivery date for this job.

  • Click to select a date by using the calendar tool.

In the Total Sales To Date field...

  • Enter the amount of total sales for this customer for this job.

In the Last Invoice Date field...

  • Enter the date of the last invoice to this customer for this job.

  • Click to select a date by using the calendar tool.

When done making selections:

  • Click to clear the form to begin again.

  • Click    to delete current comment in the selected line.

  • Click to save comment changes.


Customer Master, Fax, and Email  (Back to top)

This information sets the email and faxing report output information.

Customer Master, Fax, and Email

 

In the Customer ID field...
Display only. The previously selected customer number and name is displayed.

In the Website, Email To, Email Cc, Email Bcc, Fax To, and Fax No fields...

  • Enter the customer information for output defaults.

When done making selections:

  • Click to clear the form to begin again.

  • Click     to save changes.

  • Click   to delete the current record.


Customer Ship-To Addresses  (Back to top)

The Ship-To Address maintenance task allows for the definition, maintenance, and deletion of alternate customer ship-to information. This information is used by the Order/Invoice Processing module to speed the handling of orders for customers with multiple locations.

Customer Ship-To Addresses


In the Customer ID field...
Display only. The previously selected customer number and name is displayed.

In the Customer Ship-To Number field...

  • Enter the alternate ship-to record number.

  • Click to view a table of alternate address record for this customer to select from.

  • Click to view the first record, select the Display previous record button to view the previous record, select Display next record button  to view the next record, select Display last record button to view the last record.

In the Ship-To Name, Address, City, State/Province, and Zip/Postal Code fields...

  • Enter the customer’s contact information

In the Country ID field...

  • Enter a valid two-digit alphanumeric code.

  • Click to view a table of country codes to select from.

In the Country, Contact Name, Telephone Number, and Ext fields...

  • Enter the customer’s contact information

In the Territory Code field...

  • Enter a valid territory code.

  • Click to view a table of territory codes to select from.

In the Tax Code field...

  • Enter a valid two-digit alphanumeric code.

  • Click to view a table of tax codes to select from.

In the Salesperson Code field...

  • Enter a valid salesperson code.

  • Click to view a table of salesperson codes to select from.

In the Dun Bradstreet and SIC Code fields...

  • Enter the customer’s information.

When done making selections...

  • Click     to save changes.

  • Click   to delete the current record.


Invoice Detail Inquiry  (Back to top)

The Invoice Detail Inquiry task displays a customer’s open invoice file containing a record of billings, payments, adjustments, and finance changes. A detailed record of the customer’s accounts receivable activity may be retained until it is cleared using the Zero Balance Invoice Report and Purge task.

Invoice Detail Inquiry


In the Customer ID field...
Display only. The previously selected customer number and name is displayed.

In the AR Invoice Number field...
Optional Entry. Enter a specific AR invoice number to view.

In the Paid/Unpaid/Both field...

  • Select Paid to view paid invoices only.

  • Select Unpaid to view unpaid invoices only.

  • Select Both to view both types of invoice.

When done making selections...

  • Click to create a report of all invoices matching the selected criteria.

Hard Copy (Back to top)

The Hard Copy task creates a detail listing of customer information for the selected customer.

AR Customer Detail Listing menu
Customer Detail Listing

 

In the Beginning/Ending Customer ID field...

  • Enter the beginning/ending customer number.

  • Press [Enter] or [Tab] to select the first/last customer number on record.

  • Click Click to select from a list of all valid customer numbers.

Include Comments checkbox...

  • Mark the box to include comments on the listing.

  • Unmark the box to print the listing without comments.

 

Order/Invoice History Inquiry  (Back to top)

This function is available when the Sales Order Processing module is installed and the Retain Detail Invoice History checkbox is marked in the OP Parameters area. This function displays a customer’s historical invoices. Invoice summary or detail information may be viewed as selected.

Order or Invoice History Inquiry

 

In the Customer ID field...
Display only. The previously selected customer number and name is displayed.

In the Summary or Detail  field...

  • Select Summary for a summary view.

  • Select Detail for a detailed view.

In the Order or Invoice field...

  • Select Orders for a view of orders.

  • Select Invoices for a view of invoices.

In the Begin Order/Invoice field...
Optional entry. Enter the first order or invoice number to appear on the report.

When done making selections...

  • Click to create a report of all invoices matching the selected criteria.

Statement (Back to top)

This function creates an on demand invoice statement for the selected customer. The statement date can be manually entered, the statement can reflect invoice date or due date, and a message can be inserted into the body of the invoice statement.

On-Demand Statement

 

In the Customer ID field...
Display only. The previously selected customer number and name is displayed.

 

In the Statement Date field...

  • Select [Enter] or [Tab] to accept the default date - today's date.

  • Enter the statement date in MMDDYYYY format.

  • Click Calendar button to select the date using the calendar tool.

In the Report Type dropdown...

  • Select I - Invoice Date to create a statement reflecting invoice dates.

  • Select D - Due Date to create a statement reflecting due dates.

In the Message field...

  • Enter up to 60 characters of a general message to print on each statement.

Messages are usually used for holiday greetings or for changes in company billing policies, special notes, etc.

 

Send via Report Control checkbox...

  • Mark the box to send the report via the Report Control feature via email or fax based on the report control settings.

  • Unmark the box to display the report in the Viewer.

When done making selections...

  • Click to create an on-demand statement.

Sample On-demand Customer Statement

 

See Output Options.



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