Customer Inquiry - Activant Dimensions Getting Started

Chapter 4. Accounts Receivable

Customer Inquiry

Use this procedure to examine the status of any A/R customer account. You can
view information such as how the customer is set up, the last payment and last
charge dates, available credit, year-to-date balances, a monthly account activity
summary, as well as payment and invoice detail. You can also change credit
information if your password level is high enough.
1 Starting at the
2 The computer displays:
DS02201
Rev10.0.7
Enter Customer (Number or Name):
The cursor is positioned at
following options:
Enter a customer number
to look for an exact match
Enter part or all of a
customer name
Press the up arrow
Enter the account number
and press the down arrow
Press down arrow
Press Esc
130
ACCOUNTS RECEIVABLE MENU
Steps 2-4: SEARCH FOR & SELECT A CUSTOMER
Customer Inquiry DIM11 DATA
<UpA> = Search
<DnA> = Change Search Store #:
Enter Customer (Number or Name):
If you know the customer number, enter it and
press Enter. If the computer finds the selected
customer, you will continue with the program. If the
computer does not find the customer, the following
message is displayed:
6600 Not Found
Press Enter to acknowledge this message and try again.
If you enter a customer with jobs, go to Step 4.
This displays a list of customers in alphabetical
order starting with the name you entered. Customers
with jobs are displayed with an asterisk. You are now in
the search mode. Go to Step 3.
Displays customers alphabetically from the beginning of
the file.
Displays customers numerically starting from the
number you entered.
This option appears only if you are running multiple
stores. Change the store number for the search. Or
enter 0 (zero) to search all stores.
Press Esc to end this option and return to the previous
menu.
, select 1 for
File Inquiry
Date mm/dd/yy
Port 42
Store 01
0 (0=All)
. You can do one of the
(CM1)
and press Enter.
Dimensions 14