In this blog series, we want to focus on areas of Sage 300 ERP that you may not be too familiar with.
In our first post, we want to outline the significance of each tab in the Customer Inquiry icon from the A/R Customers folder.
The Customer Inquiry form provides a ready reference to all the information that exists for a customer in your Sage 300 ERP system.
Each tab offers different aspect of important customer information. Let’s go through each one:
Customer-related information is grouped under the Profile, Address, Tax/Sales, Credit Status, Comments, Optional Fields, Ship-To, Recur, Charges, and Activity/Stats tabs. Some of these tabs let you filter the information they display, and some let you open the associated record for editing.
The Documents tab: lists all transactions that are posted for the customer. Document details and history (applied transactions) are listed in separate grids within the same tab.
The Refunds tab: lists all refunds that are posted for a customer, including information about the documents that were refunded.
The Receipts tab: lists all customer payments that are posted for an Accounts Receivable customer, including information about the documents to which the receipt was applied. It also lets you view posted miscellaneous receipts for customers that have no customer record in Accounts Receivable.
The Adjustments tab: lists all posted adjustments, along with the documents they adjusted.
The Pending tab: lists all transactions that are entered, but not posted, for an Accounts Receivable customer. It also lets you view posted miscellaneous receipts for customers that have no customer record in Accounts Receivable.
Other tabs of note include tabs for Order Entry: O/E orders, O/E invoices, and O/E sales. These tabs let you drill down to the original orders, shipments, invoices, debit notes, and credit notes in the Order Entry program.
There are also an Inventory Control tab called IC Contract Pricing tab that is available. This tab lists items and categories for which you have set up contract pricing for the customer.
Before we finish off, here is a tip: Once you have opened the Customer Inquiry form, leave it open. The program updates Customer Inquiry for the selected customer whenever you open Customer Inquiry from another Accounts Receivable form.
Accounts Receivable also lets you open the Customer Inquiry form in any of the following ways:
In the Document Inquiry form, click the Inquiry icon () beside the Customer Number field .
On the Customer List Preview, double-click a customer number, or select the customer on the list, then click the Customer No. column heading.
In any Accounts Receivable transaction-entry form, display a transaction, then click the Inquiry icon () beside the Customer Number field.
You can also update the form to include the latest changes that you or other users may have entered since you selected the current customer number. Simply click the Refresh button at the bottom left corner of the form (see below).
Do you have any other A/R Customer Inquiry tips that you want to share or any questions about it? Let us know in the comments.
