Prompts

Use the Customer Master Information prompts to run the Customer Master Information report.

Prompt Message	Description
Company	Select one company from the list.
Select one or more customers	In the Keywords field, enter a portion of one or more customer IDs and click to list customers to include in the report. To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.
Status	Select a customer status to filter the report results by one or more of the following statuses: Hold: Include customers whose sales order processing has been suspended. OK: Include customers with credit in good standing. Warning: Include customers whose sales orders are still being processed, but whose orders are marked with a warning message during sales order entry indicating the customer's credit status.
Customer type	Select one or more types of customers to include in the report. To filter for all types, leave this field blank.
Sales territory	Select the territories of customers you want to include in the report. Territories are established in the Sales Territories table in Costpoint Accounts Receivable. To filter for all territories, leave this field blank.