Customer Listing (ARR740)

Using Reports

Use this program to print a Customer Listing of general or sales information using the information stored in the customer file.

Report information includes the following:

• General: Customer number, name and address, phone numbers, contacts, message, alpha, commission %, invoice discount %, ship via, zone, price level, if backorders are allowed, if purchase order numbers are required, if payment history is stored, if SO past sales history is stored, if SO past invoice history is stored, if customer receives dunning letters, last dunning letter sent and if ledgercards are used.
  
• Sales: Customer number, name and address, phone numbers, contacts, message, ship-to, credit limit, current AR balance, last sale date, last payment date, date account opened, highest balance date, highest balance amount, if customer is on hold, last dunning letter date sent and number of dunning letters. An asterisk (*) indicates if customers are over their credit limit.
  
• Code: Customer number, name and address, phone numbers, contacts, message, customer class, salesperson/territory, terms code, tax code, rate and exempt number, GL posting table, branch, geography code and statement code.
  
• The total number of customers listed.
  

FACTS Report Formatter and Multiple Output Options

This report has access to the FACTS Report Formatter and Multiple Output option. The Multiple Outputoption allows you to print to more than one output for each instance of a report. For example, a report can print to Excel, the viewer, and to a printer all in one print run. To access the multiple output feature simply choose the Multiple option from the Print Options screen. The FACTS Report Formatter allows you to expand your reporting capabilities beyond defining a printer (in Printer F/M). For Customer Listing, you can select Template>Select from the menu bar to associate a system template with multiple outputs to Notepad^® or your report Viewer. To access the FACTS Report Formatter, select Custom Report Layout> Customize Report from the menu bar.

Access this program by clicking Accounts Receivable>Reports & Prints>Customer Listing.

Click Field Descriptions for information on each field.

See Also

Using Reports

Using print options

Using report templates

Viewing reports on screen (using the viewer)

Using reports and prints as audit trails