Customer Invoice Inquiry - Sales History

Program/Screen: ARINVI/ARINVI20

Description:

Use this screen to review sales history for a customer for this year, last year, and life to date.

 

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Navigation

Access this screen by pressing F15 (Shift + F3) on the Customer Invoice Inquiry screen.  Review sales history, and then press F3 to return to the previous screen.

 

Unique Customer Invoice Inquiry Screens

Customer Invoice Inquiry - Launch

Customer Invoice Inquiry

Payment History

Check History

Corporate Customers

Invoice Inquiry

Trend Analysis

Sales History

Detail Aging

 

Fields

Status

Displays the current status of the customer.  Valid status codes include:

 

ClosedMore information...

The NIGHTLY program will change customer statuses between 'A' and 'H' if credit codes are set up and the customer falls under a valid code.  Therefore, it is not recommended to change a customer to 'H' status if you want to place them on credit hold as the system might change them back to 'A' once the NIGHTLY program runs.

 

Note:  All codes other than 'A' effectively prevent a user from renting to this customer.  Other than the description of the code, the use of these non-active account statuses are customer defined.  An account can be automatically set to "I" based on control record "CXIACP.

 

Note:  The program "CXIACP" must be run for this to happen.  This program may be a stand alone scheduled job or added to the nightly run.

 

Customer number

Displays the unique number assigned to the customer.

 

Opened

Displays the date the customer record was created.

 

Sales Representative

Displays the sales representative assigned to this customer.

 

Territory Number

Displays the code that places this customer into a territory for sales representative assignment and analysis purposes.

 

Rental Discount

Displays the discount percentage (if any) that is applied to the rental rates for this customer.  The rental discount for a customer is set up on the Billing Information screen in Customer Master Maintenance.

 

Sales Discount

Displays the discount percentage (if any) that is applied to sales amounts for this customer.  The sales discount for a customer is set up on the Billing Information screen in Customer Master Maintenance.

 

This Year

Displays the amounts for rentals, sales items, equipment sales, and other sales for this year.  The amounts are totaled at the bottom of the column.

 

Last Year

Displays the amounts for rentals, sales items, equipment sales, and other sales for last year.  The amounts are totaled at the bottom of the column.

 

Life to Date

Displays the amounts for rentals, sales items, equipment sales, and other sales over the life of this customer.  The amounts are totaled at the bottom of the column.

 

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.

F3

Exit.  Exit the page or program.

F7

Corporate Totals.  Change the screen to display corporate totals instead of individual customer totals.

F10

Customer Inquiry.  Advance to Customer Master Maintenance.

 

 

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