Display Customer Service Information

Use the Customer Service Inquiry (CSI) program to display a customer's open order balance, available credit, sales history, AR aging, and open orders. This inquiry is especially useful for customer service personnel, who can determine at a glance the nature of a customer's problem. See Road Map for work flow.

Enter the customer's number or click the Lookup icon and use the standard lookup options to select the customer from a list.

The program displays these fields:

Field Name	Displays
Cust no	The customer number that you entered or selected, with the customer name below
ARC	The accounts receivable consolidation number
Attn	The name in the Attention field of the customer's address
Phone	The customer's phone number
Credit Hold	Displayed if this customer is on credit hold in the Credit Maintenance (CCM) program or the ARC parent is on credit hold.

The program displays these sales information fields:

Field Name	Displays
MTD sales	The total amount of sales to this customer so far this month
YTD sales	The total amount of sales to this customer so far this year
Previous year	The total amount of sales to this customer last year
ARC cr limit	The ARC parent customer's credit limit set in the Credit Maintenance (CCM) program
ARC open bal	The ARC parent customer's order balance
ARC avail cr	The amount of the ARC parent customer's unused credit The system calculates available credit as: AR credit limit - Open orders - Order on hold - Total outstanding invoices

The program displays these sales history fields:

Field Name

Displays

Month/Period

The total sales for each of the previous six months/periods

The displayed label depends on the Period Desc 1 - 13 option in the System Options Maintenance (XM) program (Statistics Period Descriptions).

If you selected F for the F=Fiscal or C=Calendar history installation option, your periods set with the Accounting Period Maintenance (GDM) program may not match calendar months.

For children of an ARC, the sales are for the child only.

The program displays these aging fields for customer invoices:

Field Name

Displays

AR Aging by

Invoice date: you selected I for the Age on invoice or due date option in the System Options Maintenance (XM) program (Accounts Receivable Options)

Due date: you selected D for the Age on invoice or due date option in the System Options Maintenance (XM) program (Accounts Receivable Options)

Aging periods

Accounts Receivable balances for each aging period and the Total balance

The number of days for each of the six aging periods is determined by the AR aging category 1 - 6 options set up in the System Options Maintenance (XM) program (Accounts Receivable Options). Also, the labels for each of the six aging periods are determined by the Aging category title 1 - 6 options in that program.

The program displays these fields for each sales order or customer PO:

Field Name

Displays

Order no

The number for the order

Ordered

The date on which the order was placed

Wanted

The date the customer wants the order to be shipped

Shipped

The date the order actually shipped

Shp no

The number of shipments for this order

Gross amount

The amount of the order

On hld

The box is checked if this order is on hold for a non-credit reason

Cr hld

The box is checked if this order is on credit hold

Order status

The order status:

New order	This is a new order; a shipment has not yet been created for it
New, sent to whse	New order is dispatched to warehouse but still maintainable
In picking at whse	Warehouse controls; order is not maintainable
Whse pick cancelled	Warehouse released control for order maintenance
In picking by RF device	The order has been released for shipment via the RF input device
In process	A shipment has been created for the order or the shipment has been confirmed
In process (Credit memo) In process (Debit memo)	A credit or debit memo has been issued for the order in the One-Step Invoice Entry (RE) program
In process (One-step)	A shipment has been created and confirmed with the One-Step Invoice Entry (RE) program
Cancelled	This order has been cancelled
Shipment [number] in picking	This shipment has been created and is awaiting picking
Shipment [number] confirmed	This shipment has been created and confirmed
Invoiced	An invoice has been created for the order with the AR Invoice Register (RR) program
Invoiced (One-step) Invoiced (Credit memo) Invoiced (Debit memo)	An invoice has been created for an order, credit memo, or debit memo entered with the One-Step Invoice Entry (RE) program

Ship-to

The ship-to number used for this order

Cust PO number

The customer's purchase order number for the order

Ship-to name

The ship-to name used for this order

Hld rsn

If the On hld box is checked, the reason the selected order is on hold

Cr rsn

If the Cr hld box is checked, the reason the selected order is on credit hold

Discount amount

The header discount amount for the selected order

Net amount

The net amount on a shipped order, which is: (Gross amount - Discount amount) + Tax + Freight + Miscellaneous charges + Surcharges

The net amount on an order without shipment, which is: (Gross amount - Discount amount) + Surcharges. The result does not include estimated freight and miscellaneous charges

Pr cd

A code for the pricing structure for this customer

(Optional) Click Prog opts to review your options. To change them:
1. Click the Runtime tab to set runtime options. See Set Options for Reports and Inquiries for more information.
2. Click the Sort tab to set sort order.
3. Click the Selection tab to select specific records.
4. Click the Program tab to set these program specific options:

Field Name	Type / Max Length	Action / Description
Include history?	Optional	Select to include previously archived orders.
Exclude closed sales orders?	Optional	Select to omit closed sales orders or leave blank to display both open and invoiced sales orders. If you select, all displayed orders have a status of New order or In process. Hint! Leave this field blank and select on Date shipped using a date shortcut to include recently shipped orders.
Exclude open sales orders?	Optional	Select to omit open sales orders or leave blank to display open and closed sales orders. If you select, all displayed orders have a status of Invoiced or Cancelled.

Click Refresh to redisplay selected options.
Click Save to save these options for future use.
Click OK to apply these options or click Cancel to exit without applying them.

Choose the appropriate options:

To	Do This
Review your options for this program	Click Prog opts. See Set Options for Reports and Inquiries.
Print the list of orders	Click Print. See Print an Inquiry.
Display a selected sales order	Highlight the line and click Order or double click the line. See Display a Summarized Sales Order. Click OK to return to this program.
Display shipment information for the selected sales order or PO	Highlight the line and click Shipments. See Display the Status of a Shipment. Click OK to return to this program.
Display this customer's payment history	Click Pmt history. See Display Customer Payment Performance. Click OK to return to this program. This option is not available when an ARC child record is displayed.
Display the items this customer has ordered	Click Sales inq. See Display Sales by Customer by Item. Click OK to return to this program.
Check the price of an item	Click Price inq. See Display Prices. Click OK to return to this program.
Display the contacts associated with this customer	Click Contact inq. See Display Customer Contacts.
Display customer details	Click Customer inq. See Display a Customer Record.
Display the ship-to address for the selected order	Highlight the line and click Address.
Exit this customer	Click Exit.

Choose the appropriate options when you click Exit:

To	Do This
Display the selected record	Click OK.
Display the previous record in the file	Click Prev.
Display the next record in the file	Click Next.
Exit the program	Click Exit.