Ideal Online Documentation

25647 A/R INQUIRIES
AR3-03 Customer Inquiry

 

PURPOSE

 

The customer inquiry program enables you to view customer master file information.

 

 

PROCEDURE

 

At any data entry field requiring a customer code press [F5]. You are taken to the customer information inquiry selection screen.

 

IdealWare only:

 

Customer Inquiry is also accessible from the Order Processing Inquiry menu.

 

 

CUSTOMER INFORMATION INQUIRY SELECTION

┌────────────────────────────────────────────────────────────────────────────────┐
│Oct18/99          ***** A/R CUSTOMER INFORMATION INQUIRY *****                  â”‚
│                      COMPANY: 01 - DEMOS BUILDING CENTRE                       â”‚
│                                                                                â”‚
│** CUSTOMER INQUIRY SELECTIONS:                                                 â”‚
│                                                                                â”‚
│(1) ENTER SPECIFIC CUSTOMER CODE                                                â”‚
│(2) SCAN BY ALPHA CUSTOMER CODE                                                 â”‚
│(3) RESERVED                                                                    â”‚
│(4) WORD SEARCH                                                                 â”‚
│** ENTER INQUIRY OPTION (F4 TO END): 2                                          â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** ENTER INQUIRY OPTION (F4 TO END): 2

 

(1) ENTER SPECIFIC CUSTOMER CODE

 

** ENTER CUSTOMER CODE: ________

 

Enter the alpha code of the customer you wish to select.

 

Prefix code with $ to list customers with a current credit balance.

 

 

[F3] to reselect inquiry option.

 

(2) SCAN BY ALPHA CUSTOMER CODE

 

** ENTER STARTING ALPHA CODE ________

 

Enter the alpha code you wish to begin the list.

 

[Enter] to begin the list with the first customer.

 

[F3] to reselect inquiry option.

 

(3) RESERVED

 

This option is not available.

 

(4) WORD SEARCH

 

** ENTER SEARCH STRING: ____________

 

Enter a search string.

 

The program can search by full or partial alpha Code, or by description of the customer you wish to find.

 

 

After entering your option and search criteria press [Enter] to display the customer list based on your inquiry options.

 

Alternatively at any data entry field requiring a customer code enter an alphanumeric character or string and then press [F5]. You are taken directly to the customer listing beginning with the character(s) you entered.

 

Example Customer Listing display:

┌────────────────────────────────────────────────────────────────────────────────┐
│Oct17/99          ***** A/R CUSTOMER INFORMATION INQUIRY *****                  â”‚
│                                      SKWD                                      â”‚
│────────────────────────────────────────────────────────────────────────────────│
│   CODE      NAME                          ADDRESS               TELEPHONE      â”‚
│────────────────────────────────────────────────────────────────────────────────│
│ 1 FAIGRE    FAIRWAY GREENS CONDO CORP.    OWNERS CONDO PLAN #9  604-952-2043   â”‚
│ 2 FARMAC    FARMWAY MACHINERY LTD.        #90 12TH AVE S.E.     604-952-3114   â”‚
│ 3 FARMEA    FARM MEATS CANADA LTD.        #12 - 11 AVE. S.E.    604-952-7300   â”‚
│ 4 FARPAT    PATTY FARRELL                 809 - 7 ST. WEST      604-952-5669   â”‚
│ 5 FAUMAU    MAURICE FAUBRICKSEN           731-9 AVE SE          604-952-6655   â”‚
│ 6 FEHABE    ABBOT FEHRENSEN               BOX 89  SITE 2  R.R.  604-850-7820   â”‚
│ 7 FETKEN    KEN FETHERS                   BOX 52                604-999-8407   â”‚
│ 8 FETRON    RONALD FETHERS                BOX 52                604-899-9407   â”‚
│ 9 FILSER    ECO FILTRATION SERVICES       DALE MACKENZIE        604-952-1882   â”‚
│10 FINLIN    LINNE FINLAYSEN               BOX 5325              604-952-2973   â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY: ___             â”‚
│   LINE#+F5=INQUIRE UPON ITEM, LINE#+CR=RETURN WITH ITEM (PAGE MODE)            â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

Your system can be configured to display two lines per customer, adding the first line of the customer's address, contact mame and a second telephone/fax number:

 

Example Customer Listing display:

┌────────────────────────────────────────────────────────────────────────────────┐
│Oct22/99          ***** A/R CUSTOMER INFORMATION INQUIRY *****                  â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│   CODE      NAME/ADDRESS                  CONTACT               TEL#1/TEL#2    â”‚
│────────────────────────────────────────────────────────────────────────────────│
│ 1 AATRUC    A & A TRUCKING                                      604-652-3711   â”‚
│             BOX 5505                                                           â”‚
│ 2 ABCO      ABCO VEHICLE SERVICES LTD.                          604-652-1869   â”‚
│             427 3RD AVE S.E.                                                   â”‚
│ 3 ABODES    ABODE DESIGNS                                       604-933-4144   â”‚
│             312 - 5 ST. S.W.                                                   â”‚
│ 4 ACALEA    ACADEMY OF LEARNING                                 604-652-2116   â”‚
│             #2  28 - 12 AVE. S.E.                                              â”‚
│ 5 AFAFOR    AFA FOREST PRODUCTS                                 604-261-9900   â”‚
│             2725 BONNYBROOK PLACE S.E.                                         â”‚
│ 6 AFFKIT    AFFORDABLE KITCHENS                                 604-247-2606   â”‚
│             243 SILVERCREEK DR. N.W.                                           â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY: ___             â”‚
│   LINE#+F5=INQUIRE UPON ITEM, LINE#+CR=RETURN WITH ITEM (PAGE MODE)            â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY:

 

[F1] to toggle between page/line Mode.

 

[F4] to exit the inquiry.

 

[F12] to display general inquiry options.

 

 

GENERAL INQUIRY OPTIONS

┌───────────────────────────────────────────────┐
│          F1 = LINE MODE                       │
│          F2 = SET POINTER                     │
│ UPARROW, F3 = UP ONE PAGE                     │
│ DNARROW, CR = DOWN ONE PAGE                   │
│          F4 = EXIT INQUIRY/PROCESSING OPTIONS │
│    LINE#+CR = EXIT INQUIRY WITH SELECTED ITEM │
│          F5 = SYSTEM INQUIRY                  │
│    LINE#+F5 = INQUIRE UPON SELECTED ITEM      │
│          F9 = REPORT                          │
│         F12 = THIS LIST OF OPTIONS            │
│                                               │
│** SELECT OPTION (CR TO EXIT WINDOW): ___      │
└───────────────────────────────────────────────┘
F1 = LINE MODE/PAGE MODE

 

[F1] to toggle from page mode to line mode.

 

The default is page mode.

 

 

F2 = SET POINTER

 

[F2] to change the pointer without exiting the screen.

 

Enter an item to begin the display; press [Enter] to begin with the first item.

 

 

UPARROW, F3 = UP ONE PAGE

 

[↑] or [F3] to backup through the display.

 

One page at a time (in PAGE MODE) or one line at a time (in LINE MODE).

 

 

DNARROW, CR = DOWN ONE PAGE

 

[↓] or [Enter] to advance through the display.

 

One page at a time (in PAGE MODE) or one line at a time (in LINE MODE).

 

 

F4 = EXIT INQUIRY/PROCESSING OPTIONS

 

[F4] to return to data entry screen.

 

LINE#+CR = EXIT INQUIRY WITH SELECTED ITEM

 

LINE#[Enter] to return to data entry with selected item.

 

F5 = SYSTEM INQUIRY

 

[F5] to access SYSTEM GLOBAL INQUIRY OPTIONS.

 

LINE#+F5 = INQUIRE UPON SELECTED ITEM

 

LINE#[F5] to inquiry on the selected item.

 

F9 = REPORT

 

[F9] to print a report.

 

F12 = THIS LIST OF OPTIONS

 

[F12] to display this list of options.

 

 

PROCEDURE - INQUIRE UPON A SPECIFIC CUSTOMER

 

When you select the line number of a customer and then press [F5] you are taken to the customer maintenance screen with the customer's information displayed. Note that you are in display mode only and no maintenance is possible. The following prompt is displayed at the bottom of the maintenance screen.

 

** 'N'=NOTES;F6=ACCT INQ;CR=INQ SELECTIONS;F1 FOR CUST BALANCES;F4=RETURN:
   F3 FOR INQUIRY BY SCAN BY ALPHA CUSTOMER CODE

 

[Enter] to return to inquiry selection.

 

[F1] to display the customer's current and outstanding account balances.

 

[F3] to return to the customer listing display for selection.

 

[F4] to exit the inquiry with the selected customer.

 

[F6] to display the customer's current orders.

 

You have the additional option of viewing any posted orders as well.

 

 

"N" to display any notes associated with the selected customer.

 

For a description of customer information fields refer to 25651 CUSTOMER MASTER MAINTENANCE.