Customer Lists

Accounts Receivable Menu -> Reports -> Accounts Opened Report -> Customer List option

This option can be used to generate various reporting lists on the customer information.

Generally it is the name, address and phone number from the Customer Information that is reflected in these lists.
However if the customer's physical address is different from the billing address, and a Site is designated as being the Physical Address in Site Information, then the name, address and phone number from the Site does over-ride the customer's in the report output.
The spreadsheet output includes both the Billing and Physical addresses.

The selection filters include:

REPORT FORMAT

Select one of the following customer reporting options:

• Customer List to generate a 'Summarized', 'Detailed' or 'Quick' list of customers using the filters described below.
• Accounts Opened to generate a customer list as outlined in Accounts Opened Report.

SORT LIST BY

There are several sorting options to determine the order in which the report prints.
e.g. If Name is selected, then the report would print in customer name alphabetical order.

Select one of the following sorting options:

• Name to sort by customer name
• Number to sort by customer record number
• City to sort by the city in the customer's billing address
• Prov/State to sort by the Province or State in the customer's billing address
• Postal/Zip to sort by the Postal Code or ZIP code in the customer's billing address

FROM ~~ and TO ~~

These selection fields can be used to narrow the search.
They reflect the selection in the Sort List By field and provide the corresponding search windows.

e.g. If Name is selected, then the FROM and TO fields would be to capture a Customer range, and the search windows would be for Customer lookup.

DIVISION, "ALL" OR "SEL"

• Type ALL to include customers from all divisions in the report.
• To print the report for a single division, leave this field blank for the Head Office Division, or enter a specific division code, or select a division from the drop-down list.
• Type SEL to select several specific divisions or divisions by customer region to include in the report, as outlined in Division Select By Region.

Note: The customer accounts included in the report output are restricted by the divisional Access Values assigned to the operator.
For more information on this security feature refer to Divisional Restricted Views.

REPORT TYPE

Select one of the following reporting options:

• Summary to generate a report listing the Customer name, full address, phone, and currency.
  Customers that do not have a "Date Opened" set in the Customer Credit Information are flagged with an asterisk (*) in the right column on the PDF output.
• Detail to generate a report listing the Customer name full address, phone, contact, credit limit, customer type, terms, ship via, salesman, date account opened, currency, and Finance Charges flag.
• Quick to generate a report listing only the Customer name, phone, contact and account opened date.

The spreadsheet output of each report also includes the Customer Credit Rating code and Fax number.

PAGE BREAK BETWEEN GROUPS

Check this box to cause the report to start a fresh page when it encounters a new Group (such as a new salesman, or a different customer type).
Uncheck this box if page breaks are not required.

ALL CUSTOMER TYPES

Check this box to restrict the customer list to a specific Type of customer.

Uncheck this box to include all customer Types.

CUSTOMER TYPE

Enter the specific customer Type as defined in Customer Types or select it from the drop-down list.

ALL CURRENCY CODES

Check this box to restrict the list to customers for a specific currency.

Uncheck this box to include all customers regardless of currency.

CURRENCY CODE

Enter a specific currency as defined in Currency Codes or select it from the drop-down list.

ALL SALESMAN CODES

Check this box to restrict the list to customers for a specific Salesman.

Uncheck this box to include all customers for all salesmen.

SALESMAN CODE

Enter the specific Salesman as defined in Salesman Code or select it from the drop-down list.

CUTOMER ACCOUNT TYPE

Select one of the following account types for the customers as flagged in Customer Information:

• Cash to list only customers flagged as Cash only.
• On Account to list only customers flagged as charge On Account.
• All to include both on account and cash customers.

ACTIVITY CUT-OFF DATE

Accept the default cut-off date or set a preferred activity cut-off date to narrow the customer list.
Any customers that do not have sales history dated on or after this date will be excluded from the report.

Note: The Inactive Customer Report also uses sales history to determine recent activity.

ACCOUNT OPENED FROM DATE

Accept the default start date, or enter a starting date for the customer account selection.

ACCOUNT OPENED TO DATE

Accept the today's date, or enter a preferred ending date for the account selection.

Note: This selection filter applies to both PDF and spreadsheet output, but the actual Opened Date does not print on the PDF Summary.
Instead an asterisk (*) on the right column identifies customers with no Account Opened Date.

REPORT OPTIONS

This value defaults to the operator preference as defined in Operators.
Select one of the output options to Print a report or export the data to Excel as outlined in Report Options.

Finished?

Click the ACCEPT button to begin printing the report, or CANCEL to abort.