Road Map: Customer Service Inquiry

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.

Before you run this program each time

You should run these programs:

  • Sales Order Maintenance (OE) or to enter orders and optionally obligate items and create shipments.

    OR

    One-Step Invoice Entry (RE) to enter an order, obligate items, create a shipment, and confirm the shipment in one step.

    OR

    Quote-to-Order Transfer (EPIB) to transfer:

  • Sales orders imported from ASCII files with Order Import (EPI).

  • Sales quotations entered with EDI/Sales Quote Maintenance (QOE).

  • Customer projects transferred with Project Maintenance (PSM).

  • Orders created with Repetitive Billing Report (RBIC).

You may run these programs in this sequence:

  1. (Conditional) Order Shipment Selection (OSS) to obligate and create shipments for selected sales orders or order lines, if you have not done so with Sales Order Maintenance (OE).

    OR

    Sales Order Auto Processing (OAP) to obligate sales orders and create shipments.

  2. Sales Shipment Confirmation (OC) or Secured Confirmation (SOC) to create a shipment, if you have not already done so, and confirm the shipment.

  3. AR Invoice Register (RR) to select a batch of confirmed shipments for invoicing and print the AR Invoice Register, which updates the AR invoices and the general ledger.

  4. Cash Receipts Entry (RCE) to apply cash received from customers to AR invoices, apply adjustments to existing transactions, enter miscellaneous cash, enter customer deposits and on-account payments, and print the Cash Receipt Register.

Before you run this program the first time

You should run these programs:

  • System Options Maintenance (XM) (Statistics Period Descriptions) to set the Period Desc 1 - 13 option.

  • System Options Maintenance (XM) (Accounts Receivable Options) to set the Age on I=Invoice or D=Due date?, AR aging category 1 - 6, and Aging category title 1 - 6 options.

  • System Options Maintenance (XM) (Enterprise Options) to select a date display format for your enterprise, Branch Maintenance (TBM) to select a date display format for your branch, or User Maintenance (UIM) to select a date display format for an individual user.

  • Customer Maintenance (CM) to enter the customer's record.

  • Accounting Period Maintenance (GDM) to set up period-ending dates for accounting periods and years.

  • Country Codes Maintenance (TCC) to define country codes and labels for state and postal codes fields.

  • (Optional) Credit Maintenance (CCM) to place a customer on credit hold, change credit and order limits, and enter a customer's credit card details.

  • Output Device Maintenance (XDM) to set up output devices you plan to use.

  • Date-Output Device Maintenance (ZE) to select your default output device and set whether you can override that device.

After you run this program

You will most likely run these programs:

  • Customer Inquiry (CQ) to display the customer's record.

  • Credit Inquiry (CCQ) to display a customer's credit record.

  • Sales by Customer by Item Inquiry (SCI) to display sales and invoice information for an item or all items that have been shipped to a customer.

  • Customer Sales History Inquiry (CSHQ) to display the total sales, bookings, and cancellations by period for a customer.

  • Invoice History Inquiry (CIHQ) to display the total invoiced amount, payments, adjustments, credits for returns, and finance charges by period for a customer.

  • Customer Contact Inquiry (CLQ) to display contacts for a customer.