Chapter 2: Initial Setup File Maintenance
Option 21Customers List
Use this function to print a list of the Customer file. A complete detail list can be printed, as well as a short list. The short list prints one line per customer. The following processing steps accomplish this job.
- Step 1This function allows you to choose either the standard Customer List or the shortened version.
The screen shown below allows you to choose to print the “short” form of the Customers List.
Initial Setup Customers List screen
Data items for the preceding screen are described below:
- Print Short List?
Y or N Default N Required
You can choose to print the “short” customer list — one line per customer — by entering ‘Y’. If you leave the entry as ‘N’, you will print the fully detailed customer list.
Press ENTER to save the information on this screen.
- Step 2In preparation for performing a sort/selection process on the Customers information, this step provides you with a default sequencing of data records by Customer alpha and Customer, giving additional sort order choice by Receivable Account, Zip Code, Terms Code, Customer Type, Division, and Area, with the option to change modifiable parameters at run time. Selection of data records is provided by Customer, Customer Alpha, Zip Code, Credit Status, Customer Hold OK?, Terms Code, Changed On, Salesperson, Tax Code, Service Charges?, Write Off Service Charge?, Statement Type, Customer type, Division, and Area, with the option to enter user-specified comparisons at run time.
Step 3 this is the standard disposition used for all lists of master files.
- Step 4According to previously specified criteria, this step actually performs the desired selection and/or sorting process.
- Step 5In order to print the Customers List, this step formats the customers information. The following data items are shown: customer Alpha, Customer, Phone, Contact, Salesperson, FAX Number, name, Terms Code, Description, Open Item?, Address, Tax code, Statement Type, Tax District, Statement Period, City, State, Zip Code, Division, Service Charges?, Country, Area, Write Off Service Charge?, Type, Sales History?, Balance, Warehouse, Customer Hold OK?, On Order, Vendor No (for Refunds), Post to Sales Analysis?, Credit Limit, Receivable Account, Credit Status, Offset Account, Dunning Code, Dunning sent, First Transaction Date, Last Payment Date, Last Transaction Date, and Comments.
A sample output is shown below.
Expert Computing, Inc.
10/10/94 11:53 LGG Page: 1
Customers List
====================================================================================================================================
ALEX 10000010 Phone: (804) 741-2254 Contact: James Craig Salesperson: 040 Mr. Max Woolf
FAX: (804) 887-3356
Alexander’s, Inc. Tax Code: 001 No Sales Tax Statement Type Y
4011 Alder Ave. Terms: 002 2/10, Net 30 Open Item? Y
Tax District: 1 No tax Statement Period 2
Billings, MT 59101 Division: 03 Division 3 Miscellaneous Customer? N
Area: 01 Western Region Service Charge? Y
Type: 02 Wholesale Customer Write Off Svc Charge? Y
Balance: 6452.66 Warehouse: 10 Main Facility Keep Sales History? Y
On Order: 1200.00 Vendor: 00000010 Miscellaneous Supplier Customer Hold OK? N
Credit Limit: 9999999 Receiv Acct: 1030001001WH Accts Receiv, Sales/Wholesale Post to Sales Analysis? N
Credit Status: OK Offset Acct: 3010001001WH Sales, Wholesale
Dunning Code: 001 Friendly Reminder Dunning Sent: 07/15/89 First Transaction: 01/04/87
Last Payment: 08/11/89 Last Transaction: 08/12/89
Comments: Valued customer.
——————————————————————————————————————————————————————————————————
Atest 99999990 Phone: ( ) - Contact: Salesperson:
FAX: ( ) -
THE TEST CO Tax Code: 001 No Sales Tax Statement Type Y
Terms: 001 Due Upon Receipt Open Item? Y
Tax District: 1 No tax Statement Period
Division: Miscellaneous Customer? N
Area: Service Charge? Y
Type: 01 Retail Customer Write Off Svc Charge? N
Balance: .00 Warehouse: Keep Sales History? Y
On Order: .00 Vendor: Customer Hold OK? Y
Credit Limit: 9999999 Receiv Acct: 1030001000 Accts Receiv, Intercompany Post to Sales Analysis? N
Credit Status: OK Offset Acct: 1100001001WH Resale Inventory, Sales Outlet
Dunning Code: Dunning Sent: First Transaction:
Last Payment: Last Transaction:
Comments:
——————————————————————————————————————————————————————————————————- Step 6In order to print the Customers List (Short), this step formats the Customers information. The following data items are shown: Name, Customer, Contact, Phone, FAX Number, Terms Code, and Description.
A sample output is shown below.
Expert Computing, Inc.
10/10/94 11:54 LGG Page: 1
Customers List (Short)
Customer Customer Terms
Name Number Contact Phone FAX Code Description
====================================================================================================================================
Alexander’s, Inc. 10000010 James Craig (804) 741-2254 (804) 887-3356 002 2/10, Net 30
THE TEST CO 99999990 ( ) - ( ) - 001 Due Upon
Receipt
Bellwood RV Sales 00000160 ( ) - ( ) - 001 Due Upon
Receipt
Burlington Enterprises 00000040 Molly Mogan (205) 787-9987 (205) 765-8765 002 2/10, Net 30
Capital Truck Center 00000150 ( ) - ( ) - 001 Due Upon
Receipt
Dietz Press, Inc. 00000140 ( ) - ( ) - 001 Due Upon
Receipt
Dominion Business Machines 00000080 ( ) - ( ) - 001 Due Upon
Receipt
Duplex Envelope Co. 00000120 ( ) - ( ) - 001 Due Upon
Receipt
Fox Technical, Inc. 00000110 ( ) - ( ) - 001 Due Upon
Receipt
Fiberlux 00000444 Bill Edelman (914) 855-1738 ( ) - 003 Net 30
Hale’s Interiors 00000060 Helen Walls ( ) - ( ) - 002 2/10, Net 30
Highland Park Variety Shop 00000100 ( ) - ( ) - 001 Due Upon
Receipt
Commonwealth Kennel LTD 00000130 ( ) - ( ) - 001 Due Upon
Receipt
Marsh & McLennan, Inc. 00000090 ( ) - ( ) - 001 Due Upon
Receipt
Master Sellers Company 00000020 Rich Gonzales (516) 561-7654 (516) 555-7654 001 Due Upon
Receipt
Miscellaneous Customer 00000050 ( ) - ( ) - 001 Due Upon
Receipt
Pool and Associates 00000030 Shelly Hodges (804) 887-9836 (804) 887-5658 003 Net 30
Richards & Wright, PC 00000070 Les Thompson ( ) - ( ) - 001 Due Upon
Receipt