This program Syncs!
Inquiry for each customer includes this information.
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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 Filters if you want to limit the number of records that appear in the inquiry browser. You can also choose Options>Filter Values. 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
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.
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.
The Go To menu provides access to these other FACTS programs.
Item Inquiry (ICI610), SO Customer Inquiry (SOI610), Vendor Inquiry (API610)- subject to security for access. Note that if you use the Go To menu to access another one of the inquiries, the Go To menu on that inquiry will not provide access to the other inquiries.
Customer F/M (ARF910) - subject to security. If you do not have user security to access these programs, the options are not displayed on the menu. You will be prompted to specify you password, if required.
Show Where Used (SMF999) - This lists all places in FACTS that the current customer or item exists (e.g. sales orders, etc.).
Access this program by choosing Accounts Receivable>Inquiries>Customer Inquiry.
See also