IdealWare Online Users Manual

SP3-07 S/P INQUIRIES
31594 Pro Card Inquiry

 

PURPOSE

 

The pro card inquiry program enables you to search pro card accounts by name and card holder number. See 31622 - PRO CARD MAINTENANCE.

 

Pro Card Inquiry is accessed from:

  • Pro Card Maintenance program.
  • Sales Order Entry Initialization.
  • Order Processing Inquiry menu.

 

PROCEDURE

 

To access Pro Card Inquiry do one of the following. At the Sales Order Iniitialization screen press [SHFT][F4]. From within the Pro Card Maintenance program press [F5] at the PRO CARD NUMBER field. Select Pro Card Inquiry from the Order Processing Inquiry menu. The following prompt displays.

 

** PRO CARD INQUIRY SELECTIONS:
(1) WORD SEARCH (BASED ON ACCOUNT NAME)
(2) BY ACCOUNT NAME AND CARD HOLDER#
** ENTER INQUIRY OPTION (F4 TO END): 1

 

[Enter] to accept default value "1".

 

[F4] to exit program.

 

"1" to search by text string.

 

** ENTER SEARCH STRING:
MINIMUM OF 3 CHARACTERS, F4 TO EXIT.
SEPARATE TWO WORDS WITH A SPACE (IE STRING1 STRING2)

 

Enter word(s) to search.

 

You must enter a minimum of 3 characters; separate multiple words with a single space.

 

 

[F3] to return to inquiry selections. 

 

[F4] to exit program.

 

"2" to search by account name and card holder number.

 

** ENTER ACCOUNT NAME _
F3 FOR OPTIONS, F4 TO EXIT.

 

Enter account name or card number.

 

[F3] to return to inquiry selections.

 

[F4] to exit program.


The inquiry screen displays.

 

 Example Pro Card Account Inquiry display:

┌────────────────────────────────────────────────────────────────────────────────┐
│07/18/08              ***** PRO CARD ACCOUNT INQUIRY *****                      â”‚
│────────────────────────────────────────────────────────────────────────────────│
│   ACCOUNT/ ACCOUNT NAME/                                    CONTRACT/          â”‚
│   CARD#    HOLDER NAME/                                     STATUS/    ISSUED  â”‚
│            ACCOUNT ADDRESS                    CITY          TELEPHONE#         â”‚
│────────────────────────────────────────────────────────────────────────────────│
│ 1 00000001 ROTO ROOTER                                      0000               â”‚
│   000002   HENRY BINGHAM                                    ACTIVE     07/18/08│
│            123 321 AVE                        VANCOUVER     (604) 298-9077     â”‚
│**** END OF FILE ****                                                           â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** SELECT INQUIRY OPTION (F12 FOR OPTIONS), F4 TO EXIT INQUIRY,                 â”‚
│   LINE#+CR=RETURN WITH ITEM (PAGE MODE): ___                                   â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** SELECT INQUIRY OPTION (F12 FOR OPTIONS), F4 TO EXIT INQUIRY,
   LINE#+CR=RETURN WITH ITEM (PAGE MODE): ___

 

[F4] to exit to inquiry selections.

 

[F12] to display customer inquiry options.

 

CUSTOMER 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 │
│         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.

 

F12 = THIS LIST OF OPTIONS

 

[F12] to display this list of options.

 

 

FIELDS

 

ACCOUNT

 

Account number.

 

ACCOUNT NAME

 

Account name.

 

CONTRACT

 

Contract number associated with account.

 

CARD#

 

Pro Card number.

 

HOLDER NAME

 

Name on card.

 

STATUS

 

Card status, may be active or inactive.

 

ISSUED

 

Date card issued.

 

ACCOUNT ADDRESS

 

Account address.

 

CITY

 

Account city.

 

TELEPHONE#

 

Account telephone number.