Ideal Online Documentation

25665 A/R LISTINGS, REPORTS AND FORMS
AR5-08 Customer Master Report

 

PURPOSE

 

The customer master report prints relevant customer master information for each customer.

 

Customer Master Report is accessed from:

  • A/R Main menu

 

PROCEDURE

 

When you select the Customer Master Report from the A/R Main menu the following prompts display.

 

** SALES GROUP ? (CR=ALL):

 

Enter the desired sales group.

 

If a sales group is specified, only customers that reference that sales group will be printed.

 

 

[Enter] for all sales groups.

 

** ALPHA OR NUMERIC SEQUENCE ? (A/N):

 

"A" to print in alpha code sequence.

 

"N" to print in numeric code sequence (if applicable).

 

** STORE ? (CR FOR ALL):

 

Enter a store code.

 

If a store code is specified, only customers that reference that store code will be printed.

 

 

[Enter] for all stores.

 

** SHORT OR LONG FORMAT ? (S/L):

 

"S" for short format, address information does not print.

 

"L" for long format, address information prints.

 

** STARTING CUSTOMER CODE (CR FOR FIRST):

 

Enter the starting alpha or numeric customer code.

 

[Enter] for the first customer.


** ENDING CUSTOMER CODE (CR FOR LAST):

 

Enter the ending alpha or numeric customer code.

 

[Enter] for the last customer.

 

** BAD DEBTS ONLY ? (Y/CR):

 

"Y" to print only bad debt accounts.

 

These accounts have information in their Creditel field.

 

 

[Enter] to print all accounts.

 

** SALESMAN ? (CR FOR ALL):

 

Enter the desired salesman code.

 

If a salesman code is specified, only customers that reference that salesman code as being their responsible salesperson will be printed.

 

 

[Enter] for all salesmen.

 

** PRESS CR TO CONTINUE:

 

[Enter] to continue to print selection menu.

 

[F4] to exit to menu.

 

 

PRINTER SELECTION & CONFIGURATION

┌────────────────────────────────────────────────────────────────────────────────┐
│08/14/07                *****  PRINTER SELECTION  *****                         │
│                                                                                â”‚
│                                                                                â”‚
│** MAKE SURE PRINTER IS READY BEFORE PRESSING CR .....                          â”‚
│                                                                                â”‚
│1. PRINTER NAME ................................. P1  OKIDATA 390               â”‚
│                                                                                â”‚
│2. CHARACTERS PER INCH ? (10,12,17) ............. 10                            â”‚
│   SINGLE OR DOUBLE DENSITY ? (S,D) ............. S   SINGLE DENSITY            â”‚
│                                                                                â”‚
│** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS): _            â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS):

 

"1" to change printers.

 

"2" to change the CPI and/or print density.

 

[Enter] to print.

 

[F4] to not print and exit to the menu.

 

[F5] to display a list of printers for selection.

 

An example Customer Master Report printout follows.

  



                                                          IDEALWARE
07/25/95  12:29:42                                                                                          PAGE: 1
                                       A/R CUSTOMER MASTER REPORT FOR ALL SALES GROUPS
-------------------------------------------------------------------------------------------------------------------
ALPHA /  SAL INT STO                                TEL #1 /     CONTACT /            P.S.T. /      CREDIT    DATE
NUMBER   GRP TYP CDE                                TEL #2       GUARANTOR            BAD DEBT       LIMIT   OPENED
-------------------------------------------------------------------------------------------------------------------

BALKIT    5   30  01 BALDWIN KITCHENER LTD.         980-4141     FRED JONES           545345         2,000 03/01/94

                     5900 ROSS ROAD
                     NORTH VANCOUVER
                     V6F 1D4

BAZGOR    1   30  01 GORDON BAZZLE                  511-2222     MORRY JONES                         2,000 05/01/89
                                                                 RALPH SMITH          SIN:666-111-222
                     5454 HOLDEN ST
                     BURNABY, B.C.
                     V4R 1F4

BOSCON    4   30  01 CONNY BOSLEY                   299-1111     CONNY BOSLEY                       20,000 07/01/94
                                                                                      NEW
                     #111 - 2323 EAST HASTINGS
                     BURNABY, B.C.
                     V4C 1H7

...


RECORDS PRINTED: 10


FIELDS:

SAL GRP    sales group
INT TYP    interest type
STO CDE    store code
BAD DEBT   creditel number