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Search HansaManuals.com HansaManuals Home >> Standard ERP >> CRM >> Opportunity Register Previous Next Entire Chapter in Printable Form Search This text refers to program version 8.4 Operations Menu - Opportunity - Customer Status This page describes the 'Customer Status' function on the Operations menu in the Opportunity record window. If you are using iOS or Android, the 'Customer Status' function is on the Tools menu (with 'wrench' icon).--- When you are entering or reviewing an Opportunity, you can check the current account status of the Customer by selecting 'Customer Status' from the Operations (Windows/Mac OS X) or Tools menu (iOS/Android). A Customer Status report will be printed to screen. In its basic form, this report will first show the Customer Number, Name and telephone number. This information will be followed by a list of the Customer's Contact Classifications. The five most recently paid Invoices will then be listed, as will all open (unpaid) Invoices. You can have much 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. To have this extra information shown in the report, create a record for yourself in the Info in Customer Status Report setting in the CRM 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 in Customer Status Report setting will add the Customer's address, Warning on Sales 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. If you are using the Open Invoices until Due Date only (Suspend on Overdue) option in the Credit Limit setting and a Customer has at least one overdue Invoice, their Credit Limit will be shown to be 0.00 in the report. If the appearance of the Customer Status report is not as you expect (i.e. the Customer's address, Warning on Sales if there is one, Credit Limit and turnover are not shown, and the report only lists Invoices), the probable cause is you do not have a record in the Info in Customer Status Report setting. As well as using the 'Customer Status' function described here, you can also produce a Customer Status report using the following methods:
The Customer Status report has the Standard ERP Drill-down feature. You can open many records such as Contact Persons, Activities, Quotations and Invoices from the report by clicking (Windows/Mac OS X) or tapping (iOS/Android) in the appropriate places (i.e. on Contact Person names, on Activity Dates and on Quotation and Invoice Numbers). You can also click or tap on a Person's Signature to open an Activities, Persons report for that Person. Text with the drill-down feature is shown underlined in the report. If you have a record in the Info in Customer Status Report setting, the report will also contain a [New Activity] text link that you can click or tap to create an empty new Activity and a [Credit History] text link that will open a separate report showing the Customer's credit history. This is a chargeable Cloud Service: to use it you must have registered your database in Estonia using the Automatic Internet Enabler method, as described on the 'Enabler Key' page. You must also have entered a Reg No 1 on the 'Company' card of the Contact record for the Customer whose credit history you are interested in. --- The Opportunity register in Standard ERP:
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