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This text refers to program version 6.2  

Customer Status

You can use the 'Customer Status' function with Contacts that are Customers. It prints to screen a Customer Status report, which shows the current account status of the Customer currently on screen or of those Customers highlighted in the browse window.

In its basic form, this report will first show the Customer Number, Name and telephone number. The five most recently paid Invoices will then be listed, as will all open (unpaid) Invoices.

You can have more information shown in the report. To have this extra information shown in the report, create a record for yourself in the Info on Customer Status Report setting in the Receivables module. As you can create separate records in this setting for each user, you can control how much of this additional information will be shown to different users. You can effectively give each user a different report definition.

Simply creating a record for yourself in the Info on Customer Status Report setting will add the Customer's address, Credit Limit and turnover for the first period in the Reporting Periods setting to the top of the report. The remainder of the report will then follow the specification in your Info on Customer Status Report record.

If the appearance of the Customer Status report is not as you expect (i.e. the Customer's address, Credit Limit and turnover are not shown, and the report only lists Invoices), the probable cause is that you do not have a record in the Info on Customer Status Report setting.

The Customer Status report has the Books by HansaWorld Drill-down feature. You can open Contacts and Invoices from the report by clicking on the Contact Numbers and Names and on Invoice Numbers. Text with the drill-down feature is shown underlined in the report.

The function will have no effect if you try to use it with a Contact that is not marked as a Customer.

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In this chapter:

• Introduction
  

• Entering a Contact
  

• Editing a Contact
  

• Deleting a Contact
  

• Contact Persons
  

• Operations menu, including:
  
  • Customer Status
    

  • Vendor Status
    

  • Create Contact
  
  
• The 'Business Communicator' Window - Making Contact

Go back to:

• Home page for Books by HansaWorld manual

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