You use this program to generate a basic list of customers that includes static information as defined in the AR Customer Maintenance program.
The AR List of Customer Details program includes additional customer information and provides more options according to which a customer list can be generated.
| Field | Description |
|---|---|
| Options | |
| Sequence | Indicate the sequence in which you want to generate the report. |
| Customer | Select this to generate the report in customer code sequence. |
| Branch | Select this to generate the report in customer AR branch sequence. |
| Salesperson | Select this to generate the report in salesperson sequence. |
| Print options | |
| Print full ship address | Select this to include the full Ship to address for the selected customer(s) on the report. |
| Print full sold address | Select this to include the full Sold to address for the selected customer(s) on the report. |
| Filter by finance charges | Select this to enable the Exempt from finance charges option. |
| Show all tax codes |
Select this to include customers on the report irrespective of their tax status. Deselect this option to display the Tax status option enabling you to filter the report based on the customer tax status. |
| Exempt from finance charges |
Select this to include only customers who are exempt from finance charges on the report. Deselect this option to include only customers who are subject to finance charges on the report. This option is only displayed when the Filter by finance charges option is enabled. |
| Tax status | Indicate the customer tax status for which you want to
include customers on the report. This option is only displayed when the Show all tax codes option is disabled. |
| Field | Description |
|---|---|
| Geographic area selection | Indicate the geographic area(s) for which to include customers in the report. |
| Branch selection | Indicate the branch(es) for which to include customers in the report. |
| Customer selection | Indicate the customer(s) to include in the report |
| Salesperson selection | Indicate the salesperson(s) for whom to include customers in the report. |
| Credit limit selection | Indicate the credit limit(s) for which to include customers in the report. |
| Customer class selection | Indicate the customer class(es) for which to include customers in the report. |
Indicate additional criteria according to which the list of customers is to be printed.
| Field | Description |
|---|---|
| Currency selection | Indicate the currency(ies) for which to include customers in the report. |
| Terms code selection | Indicate the terms code(s) for which to include customers in the report. |
| Invoice discount code | Indicate the invoice discount code(s) for which to include customers in the report. |
| Line discount code | Indicate the line discount code(s) for which to include customers in the report. |
These options enable you to apply a theme to the report and to define multiple output destinations for the report once it has been compiled (SRS Output Options).