Customers by Alpha Sort Code

Enter the starting and or ending  alpha codes. Blank is all.

Enter the starting and or ending zip codes. Blank is all.

Enter the credit status to be included on this list. If you leave this field blank, it will show all customers.

 

Credit Status

This field can be used in a variety of ways.  You can develop your own codes for this field.  However, there are several pre-defined codes.  

F (Farm Plan or Agri-Credit) This letter indicates that the customer does not use the in-house charge but instead charges to Farm Plan or Agri-Credit.  These charges will appear on the FMPLAN AR account and Farm Plan or Agri-Credit will collect the money from the customer.

1 (Cash Only)

Placing this letter in the field will prevent the customer from charging anything to their In-house charge account.

S (Ship To)  - Setup Options

Place an "S" in this field to notify the system that if this customer's account number is placed in the Customer # field of an invoice, the system should replace it with the associated Bill To customer account number and place this account information in the Ship To fields.  

NOTE: If a customer account is setup with an "S" in the credit status field but another customer account number does not have this account number in the Ship To setup - the "S" will not control anything.

! ( HOLD Status)

Place an (!) in the credit status field to keep employees from creating an invoice for this customer regardless of how they want to pay.

* (Automatic Transfer between Stores)

This character, (*), is reserved for those companies that have multiple companies using Basic Software Systems and would like the system to automatically flag parts typed in on this customer's invoice as transfer parts.

This field defaults to (N)o, printing a full list of customer information.  If you prefer to print a list of only the customer's account #, name and phone number, answer (Y)es.