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Info in 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:

  • In the Sales Ledger or CRM module, click the [Reports] button in the Master Control panel and choose to produce the Customer Status report;

  • 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;

  • 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;

  • Open an Activity where the Customer field contains a Customer (not a Supplier) and choose 'Customer Status' from the Operations menu;

  • Open a Contract, Invoice, Quotation or Service Order in which a Customer has been specified and choose 'Customer Status' from the Operations menu (in the case of Contracts and Service Orders, you can also choose 'Customer Status' from the browse window); and

  • Open the 'Business Communicator' window, highlight one or more Customers in the Contact List and click the [Customer Status] button.
If you produce the report using the first method, it will first show the Customer Number, Name and telephone number. It will then list the Contact Classifications, followed by the five most recently paid Invoices and all open (unpaid) Invoices.

If you produce the report using the other methods, by default the information in the report will be as described in the previous paragraph. However, if you create a record for yourself in the Info in Customer Status Report setting, you can choose to have more information shown in the report, such as lists of recent Activities, Contract Quotations, Contracts, Quotations and Orders, and monthly sales figures for the past year. 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 customise the report to their particular requirements.

Simply creating a record for yourself in the Info in Customer Status Report setting will add the Customer's address, Sales Warning if there is one, 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 in Customer Status Report record.

The Info in Customer Status Report setting is in the CRM module. To work with this setting, use the [Switch Module] button in the Navigation Centre to enter the CRM module and then click the [Settings] button, also in the Navigation Centre. Double-click 'Info in Customer Status' in the resulting list. To create a new record, either select 'New' from the Create menu, or highlight a record in the list that is similar to the one that you are about to create and select 'Duplicate' from the same menu. 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 Info in Customer Status Report setting is spread over three cards. To view specific cards, click one of the numbered tabs:

Please click the following links for details about each card:
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