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Juhend HansaWorld Enterprise'i versioonile 2024-03-16  

Info in Customer Status Report

This page introduces the Info in Customer Status Report setting in the CRM and Service Orders modules.

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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 (Windows/macOS) or tap (iOS/Android) the [Reports] button in the Navigation Centre and choose to produce the Customer Status report;

  • Open the Contact record for a Customer and choose 'Customer Status' from the Operations menu (Windows/macOS) or Tools menu (iOS/Android);

  • Highlight one or more Customers in the 'Contacts: Browse' window and choose 'Customer Status' from the Operations or Tools 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 (Windows/macOS only);

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

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

  • Open the 'Communication Centre' window, highlight one or more Customers in the Contact List and select 'Customer Status' from the Operations menu (Windows/macOS only).
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. A [New Activity] text link will also be added to the report, allowing you to create new Activities in the name of the Customer from 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.

The Info in Customer Status Report setting is in the CRM and Service Orders module. To work with this setting, first use the [Switch Module] button in the Navigation Centre to enter either of these modules. Then, if you are using Windows or macOS, click the [Settings] button, also in the Navigation Centre and double-click 'Info in Customer Status Report' in the resulting list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'CRM Settings' in the 'Settings' list. To create a new record, either select 'New' from the Create menu (Windows/macOS) or + menu (iOS/Android), 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.

The following window opens:

When the record is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save changes and close it using the close box or by tapping <. Click the close box or tap < if you don't want to save changes.

The Info in Customer Status Report window is divided into three cards. Please follow the links below for details about each one:

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