Inactive Customer Listing (ARR735)

Using Reports

Use this program to print a listing of customers who have been inactive (have not purchased any goods) since a specified date using information stored in the by customer file.

Templates that store "current period" (or similar values like "system date") resolve to the "current period at the time the report is run" rather than what the "current period" was at the time the template was created. For example: If you save a template for the Inactive Customer Listing and select "System Date" for the Cutoff Date field, when that template is selected to run again (either manually or via Job Stream) the current date is determined using the FACTS system date when the listing is run not the date when the template was created.

This is a good housecleaning tool, since it enables you to determine which customer files can be deleted from Customer F/M.

Report information includes

  • customer number

  • date the account opened

  • customer name

  • highest AR balance

  • customer class

  • date when highest AR balance occurred

  • salesperson/territory

  • current balance

  • last sale date

  • year-to-date and prior year sales figures

  • last payment date

  • total number of customers listed on report

Access this program by choosing Accounts Receivable-->Reports & Prints-->Inactive Customer Report.

To print an Inactive Customer Listing:

 

1. Enter 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. Select the beginning order choice to print. For instance, if you set the report to print in Customer order, select the first customer that should appear. Press F1 or image\ex_allft_shg.gif to default to FIRST. Press F2 or image\find_shg.gif to search of customers, salespeople and classes.

3. Select the ending order choice to print. For instance, if you set the report to print in Customer order, select the last customer that should appear. Press F1 or image\ex_allrt_shg.gif to default to LAST. Press F2 or image\find_shg.gif to search of customers, salespeople and classes.

4. Enter 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 or image\all_shg.gif to default to ALL. Press F2 or image\find_shg.gif to search.

5. Indicate whether or not to include year-to-date and prior year sales history. The program defaults to unselected.

6. Enter the last sale cutoff date. Customers with last activity dates prior to this date will be considered inactive. Press F1 or image\sysdate_shg.gif to default to the system date.

7. Select OK or press Enter (CR) to run the report.

See Also

Using Reports

Using print options

Using report templates

Viewing reports on screen (using the viewer)

Using reports and prints as audit trails