icon to close the Customer Inquiry program.
1. Open the Customer Inquiry program. You can access this program by selecting Sales Orders-->Inquiries--> Customer Inquiry.
2. Enter the customer for which you want to view information in the Go to field.
Select whether to sort customer records by alpha lookup, customer number, phone number, contact name or customer class. Select a sort order by choosing Sort by from the menu bar.
Select filters if you want to limit the number of records that appear in the inquiry browser. Choose Options-->Filter Values.
Use the up and down arrow keys or the Page Down and Page Up keys to scroll through the displayed list of vendors (You can also use the vertical scroll bar.)
Ü The Go to field is case sensitive and relates to the sort order you select. 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 get the same results if you enter C100 in the Go to field with the Alpha sort order selected.
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.
3. (Optional) Select the warehouse for which you want to view information.
The program defaults to the warehouse assigned to the terminal you are using. To change the warehouse filter:
Choose Options-->Filter Views.
In the window or popup box, press F1 to select the next warehouse on record. Press F2 to search for a warehouse record. Press F3 to choose ALL warehouses.
4. Select a view.
Choose a view from the View menu option or select a view from the view bar.
View descriptions
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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 choose the Line Detail button or double click on the icon at the beginning of that line.
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Sales |
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 choose the Line Detail button 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.
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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.
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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: Select Options-->Filter Views from the menu bar.
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Customer |
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 press Line Detail to access level pricing, contracts, and past sales information for the customer/item combination. |
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Ship-to |
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 choose the Line Detail button 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 (CR) to view detail on the next alternate ship-to for the customer selected. Press F4 to backup to the main inquiry screen. |
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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 choose the Line Detail button or double click on the icon at the beginning of that line.
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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: Select 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. |
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Customer Notes |
Displays customer notes information. |
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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).
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5. When you are finished reviewing information for customers, select the
icon to close the Customer Inquiry program.