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Billto File Search Screen

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.

Associated Files

Navigator Billto File

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