Processing
Inquiry information for each customer includes:
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· Orders |
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· Contacts |
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· Aging |
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· Rental |
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Program Details
When you first access Customer Inquiry, the upper portion of the screen contains a Go to field, which is used locate specific customers. The Go to field is case sensitive. This means that if you enter c100 to lookup a customer number when someone entered it as C100, the customer record you are looking for will not appear in the browser.
You can select the
(filters) icon if you want to limit the number of records that appear in the inquiry browser. You can also choose Options-->Filter Values. When you use the Filter feature, the icon display changes to
. Use this display to note whether your inquiry is in filter mode.
You can use the Starts With field to enter the beginning characters for the customer code. If the Start From field in the lower portion of the screen, you can select to display documents by document number or reference number.
Sync Feature
Sync is a method of connecting the entry programs with information displayed in customer, item and vendor inquiries. It is a helpful feature because it enables you to get real-time information such as customer balances, vendor balances and warehouse quantities, while you are working in entry programs.
You can select the
icon to change or update the information displayed in this inquiry. When you use the Sync feature, the icon display changes to
. Use this display to note whether your inquiry is in Sync mode.
Inquiries are synchronized on a per user basis. In other words, if you are signed on to FACTS in one window with one name and signed on in another window with another name, it will appear as if the Sync function is not working.
Refer to the Sync! topic for more details about using this feature.
Access this program by choosing Accounts Receivable-->Inquiries-->Customer Inquiry.
