How to view customer information

1. Open the Customer Inquiry program. You can access this program by selecting Accounts Receivable-->Inquiries-->Customer Inquiry.

2. Enter the customer for which you want to view information.

Select whether to sort customer records by alpha lookup, customer number, contact, phone number or customer class. Select a sort order by choosing Sort by from the menu bar.

Select filters if you want to limit the number of records in the inquiry browser. You can also choose Options-->Filter Values.

Use the up and down arrow keys or the Page Down and Page Up keys to scroll through the displayed list of vendors. (You can also use the vertical scroll bar.)

3. Select a view.

Choose a view from the View menu option or select a view from the view bar.

View descriptions

General	Displays general customer information: customer’s price class, customer’s price level, commission %, off-invoice discount, ship via, UPS zone.
Payments	Displays payment history including last payment date and grace period. Information also includes total number of invoices or dollars paid and the average days to pay past date for the three accumulation periods determined by the payment history control record.
Contacts	Displays phone numbers, contacts, email addresses, customer company website, and any message entered about the customer (on the Customer F/M Invoicing screen).
Aging	Displays aging information as of the current date for balances due and disputed document balances for the selected customer.
Sales	Displays the sales history including the account opening date, last sale date, highest balance date and highest balance. Information also includes sales, cost and gross margin percentage for month-to-date, year-to-date, and prior year.
Codes	Displays code information including customer class, salesperson/territory, terms code, tax code, tax rate, tax exempt number, geography code, general ledger posting table, statement code and branch.
Options	Shows how the following options are set for this customer: store payment history, store ledgercards, send dunning letters, require PO number, allow backorders, store SO past sales, store past invoices, credit check option and credit check days.
Orders	Displays any open orders, invoices, counter sales and credit memos that are still in the SO system (not posted to AR). Each document number is displayed along with the type (O-open work order, B-backorder, I-invoice, C-credit memo, S-counter sale), status (E-work order entered, not printed, W-work order printed, C-confirmed invoice, I-invoice printed, R-invoice released, D-deleted sales order, V-void invoice), document origin, priority, date, warehouse, ship-to number, name, salesperson, reference number and the document total.
Open Documents	Displays the open documents for the customer including the document number, type, ship-to number, register number, entry period, date entered, due date, the original amount and the current amount. If the open document was created from SO, the SO document number that the open document applies to is also displayed. Search open documents by document order and by reference number order. The view defaults to document number order. Changing document search order: Click on the Reference# column header to resort open documents by reference number. You may need to use the horizontal scroll bar to get to this column. Click on the Document column header to resort by document. (You can also click on any other column header to resort open documents.) Getting more information on an open document: In the view area, select the line and choose the $image\drill.gif$ Line Detail button or double click the line in the browser. Detail information on an open consists of the following: document number, disputed document indicator and memo, type, branch (if used), register, memo, entry date, period, due date, discount due date, original amount and discount, current amount and discount. Also displayed are the transactions which have taken place against the document including date, period, register number, payment, discount adjustment and memo.
Ledgercards	Displays all ledgercard information for the selected customer. The inquiry lists ledgercards from newest to oldest by default. To view ledgercards oldest to newest: Click on the Date column header. (You can also click on any other column header to resort ledgercards.) In either order, select the beginning date to view. Information displayed includes entry date, debit amount, credit amount, balance, transaction (register) type, document number and register number of each ledgercard on file for this customer. Select the View Doc button at the bottom of the screen to display additional document detail information.
Paid Doc History	Displays paid document history. Information displayed includes; document number, reference number, ship-to number, original amount, original discount amount, entry period, entry register number and removal register number. The documents initially appear in document number order. Changing document search order: Click on the Reference# column header to resort open documents by reference number. You may need to use the horizontal scroll bar to get to this column. Click on the Document column header to resort by document. (You can also click on any other column header to resort open documents.) Getting more information on a paid document: In the view area, select the Line Detail button or double click the line in the browser. Detail information on transactions that have taken place against the document is displayed including date, period, register number, payment, discount amount, adjustment amount and memo. Enter another document number to detail or press Enter (CR) to detail the customer’s next document.
Ship-to	Displays ship-to information, which includes the ship-to number, name, contact 1 and phone number. Getting more information on ship-to: In the view area, select the line and choose the $image\drill.gif$ Line Detail button or double click the line in the browser. Detail of a ship-to includes the following: ship-to number, name, address 1-3, phone 1-2, contact 1-2, salesperson/territory code and name, ship via, UPS zone, route, tax code and tax rate as well as user defined field from the User-Defined tab of Ship-To F/M (ARF920).
Equipment	Displays equipment information used by the Service and Repair module. This is an optional, add-on module.
Rental	Displays equipment information used by the Equipment Rental module. This is an optional, add-on module.
Notes	Displays all notes recorded on this customer. In the browser in the lower portion of the screen the system displays the date the note was created, note category, urgent note indicator, and subject. You can double click a note line in the browser to display the View Note screen, which lists the note subject and text, note type, category, date created, and date edited. You can access the Notes Entry (SME710) program from the Options-->1 Customer Note Entry to enter or modify notes for the specified customer.
User-Defined	The data that appears on the User-Defined view of Item Inquiry comes from the User-Defined view of Item F/M (ICF910). Many users have a few pieces of information about customers, vendors, and items that are unique to their business that they would like to enter into FACTS for reference purposes. The User-Defined view displays user-defined fields entered the major file maintenances and makes them available in FACTS Inquiry programs for information only. There are 5 user-defined fields that can be entered on the User-Defined screen of Item F/M (ICF910). There user-defined field must first be configured by a user that has administrator privileges for User-defined Fields setting on the Security tab of User Code F/M (SMF410).