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You can search for and select customer accounts in many different ways. For example, you can enter CAR to search for customer names beginning with the word carpet. Enter the minimum number of characters possible to perform a search.
1. On the main Billto (Customer) File screen, enter a Company#.
2. With the cursor on the Account Number field, press F6. The Billto (Customer) Search screen appears.
3. Enter any of the following to locate a customer account:
All or the first few characters of the customer name.
The customer’s phone number. Use seven digits and omit the area code.
The name of the customer’s contact name.
The name under which the customer is doing business (an alternate name).
The customer’s zip code.
The first few characters of the city in which the customer is located. This parameter is used only in conjunction with the first five parameters, and further defines the search criteria.
The first few characters or numbers of the address where the customer is located. This parameter is used only in conjunction with the first five parameters, and further defines the search criteria.
You can enter a branch at the top of the screen to limit the search to customers of that branch.
4. Press Enter to go to a list of customers that match your criteria.
5. You can do any of the following:
Enter X beside a customer account, and press Enter to go to that account.
Press Enter to go to the next screen.
Press F11 to go to the previous screen.
Enter X beside a customer name and, press any of the relevant hot keys to go to that function. For example, enter X in a field and press F19 to go to the A/R ledger for the account you selected.
Certain information may be highlighted on this screen. The three-character branch code of each customer is highlighted under the state and zip code. Special terms such as CASH, COD, or HELD are also highlighted when applicable. If you access a customer record from this screen, you can only update the file if you entered U in the Action Code field on the Billto Entry screen.
Organize Customer Files - SYS 102
List/Delete Inactive Customers - SYS 201
Customer Account Duplication - SYS 503
Reset Billto File Flags That Indicate BILLPRIC records exist - SYS 511
Assign an Account Number to a New Customer Based Upon Alpha Sequence - SYS 512
Billto File Special Instructions Screen
Billto File Sales Analysis Screen
Cost Drivers History File Inquiry and Search Screen
Billto File Sales Analysis by Item Class Screen
Billto File Pricing Exceptions Screen
Billto File Phone Number Maintenance Screen
Billto File Month-by-Month Sales Analysis Screen
Billto File Customer Codes Screen
Billto File AR Statistics Screen
Tracking Billto File Changes
Transferring Billto File to PC via Client Access
Changing the account number of an Order via option SYS 401 - Effects of Billto File Statistics
Inactive Billto accounts and their meaning
Changing where salesperson assignment on Billto file occurs and the ramifications on order/invoice
Changing address on the Billto account WILL change the address on an existing order/invoice
Data extraction of Billto File Information
“Bad dates” showing on F9 Pricing Exceptions screen on the Billto Account
Can we delete some pages from the F5 notepad in a billto file?
When copying price exceptions into the Billto File, Does it add to or override what you have?
How do I add codes to the Billto File