Viewing customer information

Quotes

Displays quote information including quote number, quote date, expiration date, warehouse, sales order number (if converted to a sale), the customer for whom the quote was made, who gave the quote and the quote total.

Getting more information on a quote:

In the view area, select the line and click Line Detail or double click on the icon at the beginning of that line.

Sales
Orders

Displays sales order information including document number, document type (work order, invoice, credit memo, counter sale, etc.), document status (work order entered but not printed, work order printed, confirmed invoice, receipted invoice, deleted sales order, voided invoice), document origin, invoice date, warehouse, amount, ship-to and reference number.

Sorting open sales orders:

Orders sort by document number by default. Click on the Reference number column header to sort by reference number. Click on the Document number column header to sort by document number. You can also click on any other column header to sort by that information.

If the document is on hold, *HOLD* appears in the column after the reference number. Documents on hold cannot be printed or confirmed. Any non-deleted or non-voided document may be selected for detail inquiry.

Getting more information on an order:

In the view area, select the line and click Line Detail or double click on the icon at the beginning of that line. On the Line Detail screen for Past Invoices view of SO Document Inquiry, the AR Detail button is available to view the AR document associated with the invoice if it is still on file. 

Past Invoices

Displays past invoices including SO document number, AR invoice number, document type (work order, invoice, credit memo, counter sale, etc.), document origin, invoice date, warehouse, amount, ship-to and reference number.

Sorting past invoices:

Click on the Invoice column header to sort by past invoice number or click on the Reference number column header to sort by reference number. You can also click on any of the other column headers to sort by that information.

Getting more information on a past invoice:

In the view area, select the line and choose the Line Detail button or double click on the icon at the beginning of that line. In the Line Detail Past Invoices view of SO Customer Inquiry, there are 2 special buttons available above the line item browser. The GL Posting button is enabled when the transaction highlighted in the browser is one that allows for drill back from the source document to the GL posting that was created by the register. If the GL posting records can be found, then Journal Inquiry will display defaulting to showing transactions for this document only. The AR Detail button is available to view the AR document associated with the invoice if it is still on file.

Past Sales

Displays past sales information for each item number and description. Listed information consists of invoice number and date, document origin, quantity sold and the corresponding unit of measure, price and the pricing unit of measure.

Filtering past sales information by item type:

Click Options>Filter Views from the menu bar.

Customer
Pricing

Displays customer pricing information on items. Listed information consists of item number, item description, the customer’s default price, pricing unit of measure and item type.

Getting more detail on pricing information:

Double-click on the item line or select the line and click Line Detail to access level pricing, contracts, and past sales information for the customer/item combination.
The Level Prices detail window shows the item’s standard pricing for the customer selected, as well as any price levels or quantity breaks that exist for this customer.

The Contracts detail window shows the Contract Entry (SOE560) screen in view-only mode. The Past Sales detail window shows past sales information for the customer/item combination.

Ship-to
Addresses

Displays alternate ship-to information from the created in the Ship-To F/M for this customer. This view lists the alternate ship-to numbers, location names, contact 1, and phone number 1.

Getting more information on alternate ship-to addresses:

In the view area, select the line and click Line Detail or double click on the icon at the beginning of that line. The detail window displays the alternate location’s mailing address, both phone numbers and contact names if provided, salesperson/territory, default ship via code, UPS zone, route code if routes are used in your system, tax code and tax rate as well as any user defined fields entered on the User Defined tab of Ship-To F/M (ARF920).

Press Enter to view detail on the next alternate ship-to for the customer selected. Press F4 to backup to the main inquiry screen.

Filtering Customer Returns:

Use the Change Filters button to select: All Returns, Open Returns, Completed Returns, Returns Waiting on Vendor Action, or Returns Waiting on the Goods for the display. You can also narrow the display by warehouse, item type and ship-to location.

Blanket Sales Orders

Displays information on blanket sales orders including document number, hold status, warehouse, entry date, expiration date, completion date, ship-to number and reference number.

Sorting blanket sales orders:

Orders sort by document number by default. Click on the Reference number column header to resort by reference number. Click on the Document number column header to resort by document number. You can also click on any other column header to sort by that information.

If the document is on hold, *HOLD* appears to the right of the reference number. Documents on hold cannot be released or distributed.

Getting more information on blanket sales orders:

In the view area, select the line and click Line Detail or double click on the icon at the beginning of that line.

MSDS

Displays information on Material Safety Data Sheets (MSDS) that were sent to this customer. The information in the view consists of the MSDS ID and ID description, ship-to, date last sent, MSDS revision date and the invoice numbers with which the MSDS sheets were sent.

Filtering MSDS information by ship-to addresses:

Click Options>Filter Views from the menu.

Press F2 to search existing ship-to addresses. Press F3 to select all ship-to addresses for this customer.

Customer Notes

Displays customer notes information.

User-Defined

The data that appears on the User-Defined view of Customer Inquiry comes from the User-Defined view of Customer F/M (ARF910). 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 Customer F/M). 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).