Customer Document Inquiry

This inquiry provides a complete view of all the documents that have been created for a customer.
The inquiry can be sorted by date or document type, and can be generated by location, listing in ascending or descending order.
Documents include:

   C - Contracts
   R - Reservations
   I - Invoices
   Q - Rental Quotations
   S - Sales Quotations
   E - Estimates
   W - Work Orders
   O - Sales orders
   

DIVISION, "ALL" OR "SEL"

• Type ALL to include all divisions in the output.
• To generate output 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 accounting region to include in the report, as outlined in Division Select By Region.

CUSTOMER

Enter the customer number or look it up in the window as outlined in Accounting Customer Search window.

DOCUMENT LOCATION

Select one of:

• Select Current to view only the current open documents.
• Select History to view only the closed or posted documents.
• Select Both to view Both open and closed documents.

SORT ORDER

Select one of:

• Select By Date to sort the documents by date, regardless of the type of document.
• Select By Type to sort the documents by the document type, and then by date within each type.

SORT IN ASCENDING ORDER

Check this box to list the documents in Ascending date sequence.
Uncheck this box to list the documents in Descending date sequence.

START DATE

Accept the beginning of the current month or enter a preferred starting date for the document range.

END DATE

Accept today's date or enter an ending date for the document selection range.

DOCUMENT#

If the search is for a specific document in the date range, and the number is known, enter the document number.
Leave this field blank to include all documents in the range.

Finished?

Click the ACCEPT button to generate the list, or CANCEL to abort.

Resulting Document List:
Documents are listed with the date, the type of document and the document number.
The ability to drill down to the header, details, services, and totals of each document is provided as outlined in View Document Information.