Charge
Customers Inquiry - Customer Search
Program/Screen: CXCUSI/CXCUSIC1
Description:
Use Customer Search to find a customer to display for charge customer inquiry, or to select a customer for the transaction program you are in.
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Navigation
This screen, in its default form, prompts for your search criteria (by customer name), and then it will display all matching customers for all locations. If you know the first letter of the customer's name, type it in the field and press Enter to display a list of customers whose names (first or last) start with that letter. For example, type H and press Enter and the list in Customer Search would show both Baker Hardware and Hillcrest Electric. The list continues with customers whose names start with the subsequent letters of the alphabet such as I and J in this example.
If you want to search for customers by criteria other than just name, press F8-String Search. Enter your search string and choose the customer record element (such as address, city, phone, customer number, and so on) by which you want to search. If you choose to search by customer name after pressing F8, and you enter H (like the above example), the resulting list of customers will be all customers with the letter H anywhere in their name. For example, you would see not only Baker Hardware and Hillcrest Electric, but you would also see Sherwood Construction.
Press F7-Location Toggle to change the mode to search for customers in a single location or in the entire region in which the screen location is found.
After you obtain a list of customers, use the options at the top of the screen to select the customer for a transaction; display the customer for inquiry; review the rental contracts associated with the customer; and so on.
Where Used
Create/Update Rental Reservation/Quote
Create/Update Equipment Sale Reservation/Quote
Additional Program Screens
Customer Rental History by Category/Class Detail
Customer Collection Comment Inquiry
Sales Analysis by Account Customers
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Options
|
Option |
Description |
|
1 |
Select. Enter 1 in the Op (Option) field to select the customer for the transaction you are entering. |
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3 |
Equipment on rent. Enter 3 in the Op (Option) field to advance to the Open Equipment by Customer program and review equipment currently on rent for the customer. |
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4 |
Credit application. Enter 4 in the Op (Option) field to advance to the credit application for the customer. |
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5 |
Display. Enter 5 in the Op (Option) field to advance to Customer Master Inquiry and review the details of the customer record. |
|
6 |
Display jobs. Enter 6 in the Op (Option) field to advance to Customer Job Selection and perform the activities allowed in that screen. |
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7 |
Contracts. Enter 7 in the Op (Option) field to advance to Customer Contract Inquiry and review a list of contracts for the customer. |
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8 |
Collection comments. Enter 8 in the Op (Option) field to advance to Customer Collection Comment Inquiry and review all credit related comments for the customer. |
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9 |
Display A/R. Enter 9 in the Op (Option) field to advance to Customer Invoice Inquiry and review all invoices for the customer. |
|
10 |
Call sheets. Enter 10 in the Op (Option) field to advance to Sales Call Inquiry and review all sales calls for the customer. |
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11 |
Transactions. Enter 11 in the Op (Option) field to advance to Rental History by Customer and review all rental transactions for the customer. |
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12 |
History by category/class. Enter 12 in the Op (Option) field to advance to Customer Rental History by Category/Class Detail and review a history of rental transactions sorted by category/class. |
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13 |
Sales analysis. Enter 13 in the Op (Option) field to advance to Sales Analysis by Account Customers and review sales history by month for the last three years. |
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14 |
Contract price. Enter 14 in the Op (Option) field to advance to Contract Price Search and review a list of contract price lists for the customer. |
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Fields
If you know the first letter of the customer's name, type it in the field and press Enter to display a list of customers whose names (first or last) contain that letter. For example, type H and press Enter and the list in Customer Search would show both Baker Hardware and Hillcrest Electric. The list continues with customers whose names start with the subsequent letters of the alphabet such as I and J in this example.
String Search (F8)
Enter your search string for the customer record element (such as address, city, phone, customer number, and so on) by which you want to search. If you choose to search by customer name and you enter H (like the above example), the resulting list of customers will be all customers with the letter H anywhere in their name. For example, you would see not only Baker Hardware and Hillcrest Electric, but you would also see Sherwood Construction.
Enter the position in the string where you would like your search to begin.
Enter the code for the customer record element by which you want to search. The options appear to the right of the field.
Enter or accept the number of customers to find based on your search criteria.
Customer List
Displays the current status of the customer. For example: A is Active.
Displays the customer's name.
Displays the first street address line for the customer.
Displays the customer's phone number.
Displays the location where the customer master record was set up.
Function Keys
|
Function Key |
Description |
|
F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
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F3 |
Exit. Exit the page or program. |
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F7 |
Location Toggle. Change the mode to search for customers in a single location or in the entire region in which the screen location is found. |
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F8 |
String Search. Search for customers by other criteria such as, address, city, phone number, and so on. |
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F11 |
Fold/Unfold. Display a second row of detail for each customer in the list. |
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F12 |
Restart. Remove the list of customers and start the search over with new criteria. |
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F24 (Shift + F12) |
More. Display more available function keys for the program. |
Related Programs
Special Topics
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