Customer Name Listing

 

Function

The Customer Name Listing task prints account numbers and names for customers by selected salesperson, territory, terms code, or customer type.

 

=> To access this task...

Select Customer Name Listing from the Accounts Receivable Reports menu.

 

Customer Name Listing

 

About the Fields

 

In the Report Sequence dropdown...

  • Select Terms (M) to print customer names by terms code.

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

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

  • Select Type (Y) to print by customer type.

In the Beginning/Ending Terms Code field...

These fields are active when Terms (M) is selected at the Report Sequence step.

  • Enter the starting/ending terms code. The report will begin/end from this code.

  • Press [Enter] to start with the first/last code.

  • Click Click to select from a list of codes.

In the Beginning/Ending Salesperson field...

These fields are active when Salesperson (S) is selected at the Report Sequence step.

  • Enter beginning/ending salesperson code.

  • Press [Enter] to begin/end with the first/last code on file.

  • Click Click to select from a list of codes.

In the Beginning/Ending Territory Code field...

These fields are active when Territory (T) is selected at the Report Sequence step.

  • Enter beginning/ending territory code.

  • Press [Enter] to begin/end with the first/last territory code on file.

  • Click Click to select from a list of codes.

In the Beginning/Ending Customer Type Code field...

These fields are active when Type (Y) is selected at the Report Sequence step.
  • Enter the beginning/ending customer type code.
  • Press [Enter] for the first/last possible customer type code.

  • Click Click to select from a list of codes.

Page Break? checkbox...

  • Mark the box to insert page breaks.

  • Unmark box to not insert page breaks.

Export Format checkbox...

  • Mark the box to show the printed report in columnar format.

  • Unmark box to show in non-columnar format.

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 causes the module to issue this confirmation:

 

Clear all entries?

Clear Entries

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

  • Click [No] to return to the Customer Labels form.

Sample Customer Name Listing

 

See Output Options.



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