Customer Ledgercards (ARR750)

Using Reports

Use this program to print Customer Ledgercards.

Report information includes

  • customer number

  • credit amount

  • customer name

  • balance

  • date

  • document number

  • transaction (register type)

  • register number

  • debit amount

  • a total of customers listed

Access this program by choosing Accounts Receivable-->Reports & Prints-->Customer Ledgercards.

To print a Customer Ledgercard report:

First press F3 to access report fields.

1. Enter the order in which to print the report information. Options are Customer, Alpha, Salesperson/territory and Customer Class (K). The program defaults to C.

2. Select the beginning order choice to print. For instance, if you set the report to print in Alpha order, select the first alpha that should appear. Press F1 or image\ex_allft_shg.gif to default to FIRST. Press F2 or image\find_shg.gif to search of customers, salespeople and classes.

3. Select the ending order choice to print. For instance, if you set the report to print in Alpha order, select the last alpha that should appear. Press F1 or image\ex_allrt_shg.gif to default to LAST. Press F2 or image\find_shg.gif to search of customers, salespeople and classes.

4. Enter the branch or branches that you want to include. The branch or branches you enter must be valid in the system. The program defaults to the branch assigned to the terminal. Press F1 or image\all_shg.gif to default to ALL. Press F2 or image\find_shg.gif to search.

5. Select the date order, that is Newest date to oldest date or Oldest date to newest date. The program defaults to unselected.

6. Enter the beginning ledgercard date to print. Press F1 or image\ex_allft_shg.gif to default to FIRST.

7. Enter the ending ledgercard date to print. Press F1 or image\ex_allrt_shg.gif to default to LAST.

8. Enter each of the transaction or register types that should appear on the report. The options are Beginning balance, Cash Receipts & Adjustments Register,  AR Sales Register, SO Daily Sales Register (also includes ER Daily Rental Register), TS Invoice Register, Service Charge Register, Returned Check Register or X-Customer Balancing Register transaction types. Press F1 or image\all_shg.gif to default to ALL.

9. Select OK or press Enter (CR) to run the report.

See Also

Using Reports

Using print options

Using report templates

Viewing reports on screen (using the viewer)

Using reports and prints as audit trails