Find Customer# by Document#


This is a maintenance utility that can be added to an Additional Options menu as it is not on a standard menu.

Sometimes the invoice number is known, but not the customer to which it belongs.
Use this program to locate the customer by typing in the posted document number.
This can be useful if a customer sends a check indicating the invoice number, but the name on the check does not match anyone in your customer lists.

Another application of this program is to search for the customer by the payment number, which can be useful if a payment was entered into the wrong account and you have to search for it.

The prompts are:

DOCUMENT # TO FIND
Enter the posted invoice number or payment number to search for the associated customer.

DOCUMENT TYPE
Select one of the following document types to search:
  • Invoices
  • Finance Charges
  • Payments

Resulting Records:
All customers matching the document number will display on the screen with the document date, type (T) and currency (C), original amount, and current balance of the document.
It is possible to have the same document number posted to multiple different account numbers.
Note: This program only searches the posted activity in the Accounts Receivable.
If the invoice was already paid (i.e. Cash, Visa), then it will not be found with this program.

Topic Keyword: ARAR07
Converted from CHM to HTML with chm2web Pro 2.85 (unicode)