The customer selection mechanism is used in many places to find or view customer details. Notably on entry to the Sales UAM with a slightly reduced format on entry to the Sales Ledger UAM.
1 - Enter the details on which you wish to search.
2 - Customers are classified as Active or Inactive and as Prospect or No-Prospect (i.e. full customers). Use of the check boxes will allow you to open or refine the search.
3 - Once the customer type is defined there are several ways of accessing the search; *name / *code / *telephone number / *postcode / country or even by the transaction numbers relating to Order / Invoice / Quote etc. The * options can be entered in whole or in part. The level of detail entered will dictate the number of possible results.
4 - In the case above the selection was made on "Name/Cust" for the entry "the beau" for all customers be they active, inactive, prospect or full. The results are shown in the top frame.
5 - Use of the highlight bar will reveal further information in the frame below. Details such as address and the internal and external sales people as well as the credit controller for this customer. These details are set within Customer Maintenance.
6 - Once you have the customer required either double click on the line, click the SELECT button or press S to take you to your required screen. BACK will return you to your previous screen.
The spanner icon signifies a maintenance option. It is via this option that you may add or revise customer details, see Customer Maintenance. This is a restricted option.