Contents

Customer Enquiry

Caroline Buckland Updated by Caroline Buckland

The process

This document will provide guidance on how to view transaction data for a specific customer account.

The account details screen displays details of all transactions held on a given customer’s account. All transactions are stamped with the update date, time and user, and the create date and user. 

On entry to the customer account display, a pop-up window may also be displayed to indicate one of the following conditions on the account:

 ●       Account Disabled

●       In Stop Credit

●       In Legal Hands

●       Exceeding Credit Limit

Selection Criteria To access the customer enquiry screen:

Accounts Receivable - AR Enquiries- Transactions Enquiries – Transactions by Customer.

If the field has a magnifying glass, it means that this field is promptable, and you can use Prompt to help find the code.
 Select the magnifying glass.
You can enter a code or description to limit your search.
Use the return button to bring the code back to the field
Select the code followed by OK. This will return you to the screen you came from, with your chosen code in the field.

Enter the Ledger and Account and then select the Search button.

Primary Selection: you must enter the Account number of the customer that you wish to enquire upon

Secondary Selection: optional you can enter one or more of the fields to tailor your enquiry to specific transactions

Action Buttons: the buttons at the bottom of this window are a short cut to actions you may want to perform for this customer account

Customer Account Details

Summary details are shown for the customer account including; • Customer name and contact details • Information on outstanding balances • Details of Diary Notes held for this customer

These panels can be opened and closed by clicking on each in turn.

Transaction List

Once a transaction is highlighted select the Transaction option to access a list of actions, then these buttons are available to perform further enquiries on the transaction.

Detail: Displays more detailed information about the transaction such as due dates, queries and disputes raised, dunning details and collection and payment details (if payment processing is in use).d to the selected transaction

Items: Only applicable if invoices or credit notes have been entered through Detailed Data Entry or the Sales Invoicing module.  This option allows the user to enquire on the item details such as item description, quantity, price per unit, totals and the General Ledger posting account.

Query: Allows you to add, view, amend and clear queries and disputes against individual transactions as covered in the Credit Control section.

Dispute: Allows you to raise or clear a transaction dispute using a dispute code and value, as permitted in the Transaction Amend/Dispute function of Credit Control.

Amendment: Allows you to amend the order reference comments, due date, days grace (if Interest charging is in use) and print indicators fields of the selected transaction.

GL Link: You can enquire on postings made to the General Ledger for a specific transaction.  Any transactions that have items held can only link to GL from the items details enquiry screen.  VAT postings will not be shown; a separate GL enquiry will need to be made.

 

To view the Customer Accounts actions, select the More button followed by Account.

Active Diary: Will take you to the diary list and display any customer dairy events, or you can insert a diary message.

Aged Debt: Allow access to aged debt analysis for transactions

Amend: You can amend the customer account details by selecting this action

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