HiFinance 5


 

SECTION 1.4.2 - CUSTOMER LIST

 

USAGE: To print a list of Debtors with their names and addresses. This report is mostly redundant if all users have access to a computer terminal. If your salesmen need to carry a list of their customers, this report will probably suffice.

 

DISCUSSION: When you choose this report, HiFinance will firstly ask you in which order you wish to print the customers. The screen will appear as follows:

 

 

Choose the order you wish to print the report in by pressing the number next to the option. If you choose to print BY OTHER KEYS, another menu will open to allow you to specify which of the three OTHER KEYS you actually require.

 

The report is similar irrespective of report order, however certain sort orders allow page breaks between keys (eg by GROUP). Also if you intend to limit the report to a range of Debtors, it is more efficient to print the report in that order, because HiFinance can then optimise the search pattern.

 

When you enter this program, the following questions will appear:

 

USE LONG FORMAT REPORT     If you are using wide stationery, reply Y, otherwise reply N. This question will only be displayed if the relevant option is set to A, see SECTION 7.1.2.

 

START A NEW PAGE ON CHANGE OF KEY Certain sort options will sub-total at the end of each group, eg SALESMAN. If you wish HiFinance to insert a page break at the end of each group, reply Y. Otherwise the report will flow on continuously after printing the sub-total.

 

INCLUDE ALL DEBTORS If you do not wish to set any limits on the report, enter Y otherwise enter N. If you enter N, you will be asked a list of further questions.

 

INCLUDE ACTIVE DEBTORS     Active Debtors are defined as those that have a balance.

 

INCLUDE NON-ACTIVE DEBTORS       Non-active Debtors are defined as not having a balance. If you wish to print sub-accounts, you must answer Y here.

 

INCLUDE BILL-TO DEBTORS ONLY  If you do not use the sub-account facility, this question is irrelevant. If you have sub-accounts and wish to only print the main accounts, enter Y. To show the sales breakdown of each sub-account, enter N.

 

INCLUDE DORMANT DEBTORS   Normally, dormant Debtors are not included in this report. If you wish to included them, enter Y.

 

INCLUDE WITH LEGAL   If you do not wish to include Accounts that are with legal, enter N here. If you are using the Cards option, this flag will only be set correctly for Main Accounts.

 

INCLUDE NOT WITH LEGAL     If you do not wish to include Accounts that are not with legal, enter N here. If you are using the Cards option, this flag will only be set correctly for Main Accounts. Note that you must answer Y to at least one of the WITH LEGAL questions.

 

The following question asks you to enter both a lower and upper limit. The upper limit must not be less than the lower limit. The default answers define the extreme limits of the field. You do not have to change all of these limits. Only change the ones you wish to, and tab past the others.

 

CODE RANGE   This is the Debtor’s code.

 

GROUP RANGE This is the Debtor Group.

 

NAME RANGE   This is the first 10 characters of the Debtor’s name.

 

POSTCODE RANGE This is the postcode. For this to work, you must use the postcode field on the Debtor’s master-file.

 

OTHER KEY RANGES        These may appear as a different literal depending on how you have defined the fields in SYSTEM PARAMETERS.

 

SALESMAN RANGE This is the salesman code as it appears on the Debtor master-file (not the transaction file).

 

YTD SALES RANGE           This is the total sales for this year and next year, irrespective of the period you are running the report for.

 

TOTAL BALANCE RANGE This is the total balance, irrespective of the period you are running the report for.

 

When you have finished entering the filter section, or if you have chosen to print all Debtors, the following list of questions will appear. These questions relate to other information you might wish to include in the report. The report normally prints the Name, Address and some other fields. You can choose to include contact information as well. The options you choose here will be remembered by HiFinance and will be preloaded when you next run the report. Be aware that answering Y to all of these options will potentially make the report very long.

 

PRINT CONTACT NAME? This will force the contact name to be printed.

 

PHONE NUMBERS? This will cause the report to include the phone numbers (as per the Debtor record). In the Short Format report, each phone number will appear on a separate line. In the Long Format report, all 4 phone numbers will appear on the same line.

 

EMAIL ADDRESS? This will cause the email address to print (on a separate line).

 

NOTES?             If there are any notes for the Debtor, they will be printed. To save report space, HiFinance will only print lines that actually have information on them. Any blank line will be ignored, unless they are in the middle of a group of text lines. However, multiple blank lines will be printed as one blank line, only.

 

DELIVERY ADDRESS?      If there is a delivery address for the Debtor, they will be printed. To save report space, HiFinance will only print lines that actually have information on them. Any blank line will be ignored, unless they are in the middle of a group of text lines. However, multiple blank lines will be printed as one blank line, only.

 

DELIVERY INSTRUCTIONS?     If there is a delivery instruction note for the Debtor, they will be printed. To save report space, HiFinance will only print lines that actually have information on them. Any blank line will be ignored, unless they are in the middle of a group of text lines. However, multiple blank lines will be printed as one blank line, only.

 

To start the report, press <Enter> through each field or simply press <F10>.

 

The report itself will detail the Debtor Group, Debtor Code, Debtor name and address. The Long Format also prints certain other information, eg salesman. If you have chosen to print contact information, it will be printed on the right of the report. The format depends on whether you have chosen to print the Long or Short Format.

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