Select an Account
The Account is the person or company who is responsible for generating the shipment. This would be the same as the Customer number if the Account is paying you directly for this shipment. It would be a different number if some third party is paying for this shipment, as is the case with your Van Line shipments. The Van Line is the Customer since it will pay you for servicing this shipment, but the National Account is the Account on this shipment since one of its employees was being moved. This number may be used by the reports as a selection field. NOTE: Customers and Accounts are both found in the Customer File in our database.
This file may be viewed in one of three different sort orders (By Account Number, By Account Name, By SCAC Code). To select the desired sort order, move your mouse cursor to the appropriate tab at the top of the Select an Account window (By Account Number, By Account Name, or By SCAC Code) and left-click your mouse once. This window titled Select an Account allows you to Select an existing account, Insert a new account, or Change an existing account.
At the top of this window titled Select an Account is a locator box titled either Account Number, Sort Locator, or SCAC, depending upon the sort order tab you selected. This locator box may be used to quickly access a specific account. Type the name/number of the account you wish to access, press the Tab key, and that account (or the closest match to the name/number you typed) will be highlighted in the list box. NOTE: Your mouse cursor may be located in the list box or in this locator box when you type the name/number.
[ Select ] Press this button to select the highlighted account.
[ Insert ] Press this button to insert a new account into the Customer File. This will open a window titled Adding an Account where you may enter the appropriate information for this new account. For additional information on how to add a new account to this file, see Update Account File.
[ Change ] Press this button to edit information for the highlighted account. This will open a window titled Changing an Account where you may edit any of the information for this account. For additional information on how to edit an existing account's information, see Update Account File.
[ 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.
