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This text refers to program version 6.2  

Settings in the Receivables module - Info on Customer Status Report

The Customer Status report shows the current account status of a particular Customer.

You can produce the Customer Status report using the following methods:

• Open the Contact record for a Customer and choose 'Customer Status' from the Operations menu;
  

• Highlight one or more Customers in the 'Contacts: Browse' window and choose 'Customer Status' from the Operations menu; and
  

• Activate 'Paste Special' from the Customer Number field in a record such as an Order or Invoice, highlight one or more Customers in the list and choose 'Customer Status' from the Operations menu.

By default, the report it will first show the Customer Number, Name and telephone number. It will then list the five most recently paid Invoices and all open (unpaid) Invoices.

However, if you create a record for yourself in the Info on Customer Status Report setting, you can choose to have more information shown in the report. As you can save a separate record in this setting for each Person, 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, allowing each user to customize the report to their particular requirements.

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.

The Info on Customer Status Report setting is in the Receivables module. To work with this setting, use the [Module] button in the Master Control panel to enter the Receivables module and then click the [Settings] button, also in the Master Control panel. Double-click 'Info on Customer Status Report' in the 'Settings' list. To create a new record, click the [New] button in the Button Bar, or highlight a record in the list that is similar to the one that you are about to create and click [Duplicate]. When the record is complete, click the [Save] button in the Button Bar to save changes and close it using the close box, or click the close box if you don't want to save changes.

The following window opens:

User

Paste Special    Person register, System module

Enter the user's Signature in the User field, using 'Paste Special' if necessary. You will only be able to enter one record for a particular Person.

When the user specified here produces a Customer Status report, the information included in the report will be determined by the instructions in the Info on Customer Status Report record as described below.

Include Invoices

Check this box if Invoices are to be listed in Customer Status Reports produced by the Person entered in the User field above. You should also check the All Open box.

All Open

Check this box if open (unpaid) Invoices are to be listed.

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In this chapter:

• Introduction
  

• Types of Setting
  

• Settings in the General Ledger
  

• Settings in the Payables module
  

• Settings in the Receivables module, including:
  
  • Account Usage A/R
    

  • Credit Limit
    

  • Customer Categories
    

  • Info on Customer Status Report
    

  • Item Groups
    

  • Number Series - Invoices
    

  • Number Series - Receipts
    

  • Payment Modes
    

  • Payment Terms
    

  • Price Lists
    

  • Regions
  
  
• Settings in the System module
  

• Settings in the Technics module
  

• Settings in the User Settings module

Go back to:

• Home page for Books by HansaWorld manual

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