Use these fields to print a Customer Listing.
1. Specify 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. Specify 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 to default to FIRST.
3. Specify 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 to default to LAST.
4. Specify 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 to default to ALL.
5. Specify a code to include (optional). The options are Terms code, taX code, GL posting table, Geography or Statement code.
Note: If you selected to include the Tax code, enter the country code in the Country field. This field is only visible for tax codes.
6. If you chose a code, specify the beginning code to print. For instance, if you chose to print the geography code, select the first geographical code that should appear on the report. Press F1 to default to FIRST. If you selected no code in the previous prompt, this prompt becomes disabled.
7. If you chose a code, specify the ending code to print. For example, if you chose to print the geography code, select the last geographical code that should appear. Press F1 to default to LAST. If you selected no code in the code field, this prompt becomes disabled.
8. Specify which customer status to print: Active, Inactive or All. The program defaults to ALL.
9. Specify which type of information to print on the report: General, Sales or Code information. The program defaults to G.
10. Indicate whether to includeAddress, Phone, Contact, Notes, and/or Message information on the report. The program defaults to NONE.
11. If you selected to include notes, click Urgen to print only urgent notes for the specified customers.
12. In the Category field, specify the specific categories of notes to print.
Tip: If you choose only the Notes option from the Include prompt, only customers that have notes in the specified Category will print. If the Notes option and any other option (such as Contact) are chosen, all customers will print.
13. If you chose to print notes you can do so by dates, specify the Beginning Date and Ending Date to print by.
14. Click OK.
See also