Cash
Customer Search
Program/Screen: CXCSHI/CXCSHIC1
Description:
Use this program to find a customer to display for cash 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 the screen location. 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 first names start with that letter. The list continues with customers whose names start with the subsequent letters of the alphabet.
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, driver's license number, and so on) by which you want to search. If you choose to search by customer name after pressing F8, and you enter the letter H, 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.
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
Sales Analysis by Account Customers
Options
|
Option |
Description |
|
1 |
Select. Enter 1 in the Opt (Option) field to select the customer for the transaction you are entering. |
|
5 |
Display. Enter 5 in the Opt (Option) field to advance to the Cash Customer Master Inquiry screen. |
|
11 |
Transactions. Enter 11 in the Opt (Option) field to advance to Rental History by Customer and review all rental transactions for the customer. |
|
12 |
History by category/class. Enter 12 in the Opt (Option) field to advance to Customer Rental History by Category/Class Detail and review a history of rental transactions sorted by category/class. |
|
13 |
Sales analysis. Enter 13 in the Opt (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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Fields
If you know the first letter of the customer's first name, type it in the field and press Enter to display a list of customers whose first names start with that letter. The list continues with customers whose names start with the subsequent letters of the alphabet.
String Search (F8)
Enter your search string for the customer record element (such as address, city, phone, driver's license number, and so on) by which you want to search. If you choose to search by customer name and you enter the letter H, 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 customer's current status.
Displays the customer's name.
Displays the first street address line for the customer.
Displays the customer's phone number.
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. |
|
F8 |
String Search. Search for customers by other criteria such as, address, city, phone number, and so on. |
|
F11 |
Fold/Unfold. Display or hide a second row of detail for each customer in the list. |
|
F12 |
Restart. Remove the list of customers and start the search over with new criteria. |
Related Programs
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