PRINT CUSTOMER LISTING

Use this screen to print a listing of customers and their corresponding customer type, terms, sales territory, and credit limit. Run this report any time after initializing customer files.

Select Grouping

Select By

Use this drop-down box to select a category for customer records. Valid options are "Customer Account," "Customer Name," "Sales Territory," and "Customer Type."

Range Option

Use this drop-down box to select the range for customer records. Valid options are "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."

From

This field is available if you select "One," "Range," or "To End" in the Range Option drop-down box. Enter, or use Lookup to select, a single value/ID or the beginning value/ID for the range.

To

This field is available if you select "Range" or "From Beginning" in the Range Option drop-down box. Enter, or use Lookup to select, the ending value/ID for the range.

Secondary Sort

Use this option, which is available if you group your report by "Sales Territory" or "Customer Type," to set up a secondary sort (subsort) for the report. Valid secondary sort options are Customer Account or Customer Name.

Hint:  You can save the report parameters for future use. To save the selected report parameters, select the Save button on the toolbar after you have entered your report selections. Enter an appropriate ID and description of the report, and select the OK pushbutton to save. Stored report parameters are particularly useful if reports are to be run through Process Manager. When you create an executable batch job, the report ID is used in the report parameters to identify report criteria.