AR Customer Master window
Print this report for customer records for sales staff or for archival information. The information in this report is the same as the information you enter in the customer's master file.
Sort By
Select from the following options to sort customers and determine what information will appear on the report.
• Customer Number
• Customer Type
• Customer Name
• Salesperson Code
• Biller Code
• Billing Zip Code
• Created Date
• User-Defined Fields (if defined)
AR Code
Accept the default
ALL to include all
AR Codes on the report or enter a specific AR Code to include only customers with the specified code.
Filter
Use the drop-down to select a User-Defined Field or
Created Date to use as a filter for the report. User-defined fields are set up in the
AR Module Preferences window. If you do not want to use this feature, leave the default of <
None>. The UDF you select in this drop-down will appear as a filter in this window.
Customer / Name / Type / UDF
Enter a starting and ending value in the Customer, Name, Type, and/or User-Defined Field (if defined) boxes to further define the information that will appear on the report. Only items within the range or ranges selected will appear on the report. Keep the defaults of Start and End to select all items that meet the remaining criteria in the window.
Print User-Defined Fields
Select this check box to include all User-Defined Field information that you set up in the
AR Module Preferences window. If you do not want to include any User-Defined Fields, leave this box unchecked.
Print Attached File List
Select this check box to include a list of files
attached to this customer’s record.
Print Notes
Select this check box if you want to print customer notes on the report. The notes will print at the end of each customer section.
Related Topics
Published date: 11/22/2021