Help:Customer Name File Maintenance: Difference between revisions
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To select the desired sort order, simply point your mouse to the appropriate tab at the top of this window (By Customer Name, By Customer Number, By SCAC Code) and left-click your mouse once to select that sort order. | To select the desired sort order, simply point your mouse to the appropriate tab at the top of this window (By Customer Name, By Customer Number, By SCAC Code) and left-click your mouse once to select that sort order. | ||
[[File:Customer_Name_File_Maintanence.png]] | |||
'''Sort-Locator/Customer Number/SCAC:''' Depending upon the sort order tab you selected, there will be a locator field at the top of this window (Sort-Locator, Customer Number, or SCAC). As indicated, type in the Customer's Name, Customer's Number, or SCAC Code of the customer and the window will display the customers starting with the closest match to what was typed. If this field is highlighted, then press the Tab Key to start the display. | '''Sort-Locator/Customer Number/SCAC:''' Depending upon the sort order tab you selected, there will be a locator field at the top of this window (Sort-Locator, Customer Number, or SCAC). As indicated, type in the Customer's Name, Customer's Number, or SCAC Code of the customer and the window will display the customers starting with the closest match to what was typed. If this field is highlighted, then press the Tab Key to start the display. | ||
Revision as of 18:09, 19 April 2010
This window titled Customer Name File Maintenance displays all the customers which have been set up in the Customer Name File (AR1D02.TPS). Please note that you may select to view this Customer Name File in either of the three following sort orders:
- By Customer Name = Sorted by Customer Name
- By Customer Number = Sorted by Customer Number
- By SCAC Code = Sorted by SCAC Code Number
To select the desired sort order, simply point your mouse to the appropriate tab at the top of this window (By Customer Name, By Customer Number, By SCAC Code) and left-click your mouse once to select that sort order.
Sort-Locator/Customer Number/SCAC: Depending upon the sort order tab you selected, there will be a locator field at the top of this window (Sort-Locator, Customer Number, or SCAC). As indicated, type in the Customer's Name, Customer's Number, or SCAC Code of the customer and the window will display the customers starting with the closest match to what was typed. If this field is highlighted, then press the Tab Key to start the display.
[ Print Reports ] Press this button to open a window titled Customer Name File Reports which enables you to print two listings of the Customer Name File or address labels for all or a selected group of customers.
[ Insert ] Press this button to add a new customer to the Customer Name File.
[ Change ] Press this button to edit information for the highlighted customer in the Customer Name File.
[ Delete ] Press this button to delete the highlighted customer from the Customer Name File. NOTE: The system will not allow you to delete a customer from the Customer Name File until all invoices for that customer have been paid in full and all A/R numbers assigned to that customer have been purged from the system. For additional information on purging A/R numbers, please see Purge A/R Master File by A/R Number.
[ Close ] Press this button to close this window and return to the previous window.
[ Help ] Press this button (if available) or the F1 key to view the Help text for this window.
