Create a List of Customer Numbers

When you click List and then click Customer number in the Sales Order Listing (OL) program, the Customer List popup enables you to create, save, and recall a list of customer numbers.

  1. Choose the appropriate options:

To

Do This

Add a customer number

Click Add.

Enter the customer number or click the Lookup icon and use the standard lookup options to select one from a list. Press Enter or click OK to add the customer to the list; press Enter or click OK in a blank field to return to the list of customers.

Delete a customer from the current list

Highlight the line and click Delete. The program prompts for confirmation. Click Delete to remove the customer from the list or click No to retain it.

Print the customer list

Click Print. See Print.

Save this list

Click Save list. The program prompts File name. Enter a name up to 8 characters long for this list and click OK or click Cancel to return to the list.

The program prompts Description. You can enter up to 30-characters to describe the list. Click OK to save the list with the file name specified and description (if entered) or click Cancel.

Add a list of saved customers to the current list

Click Recall list. The program prompts File name. Click the drop down arrow and select the name of a saved list. Click OK to add the customers in the saved list to the current list or click Cancel.

Return to the options tab

Click OK. See Print a List of Sales Orders.

Exit the program and return to the menu

Click Quit.