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