Customer Listing

Enter a report setting, or click the Lookup button to list all report settings. The Standard report setting provides a set of default options, sort criteria, and selection criteria for each report.

This field displays the description for the selected report setting. Enter a description that describes the output of the report. The description can be up to 60 characters.

This field displays the type of access assigned to the report setting. A Public report setting allows access to all users. This includes the ability to access, modify, save, print, and delete the report setting; however, the Standard report setting cannot be deleted. This field can only be viewed.

Select this check box to set the current report setting as the default report setting. The default report setting is the first report setting displayed when the report is accessed. Clear this check box if you do not want this report setting to be the default.

When a default report setting is not selected, the Report Setting field displays the Standard report setting.

Select this check box to print the options, sort criteria, and selection criteria for the selected report setting. This information prints on a separate cover page when the report is printed. Clear this check box if you do not want to print the report settings.

Select this check box to print the report with a larger margin. This allows enough space for you to three-hole punch the report. Clear this check box if you do not want a larger margin for this purpose.

Select this check box to print each copy of the report or form in proper binding order when printing multiple copies. Clear this check box if you do not want to collate the report or form. This check box is available only if the value selected in the Number of Copies field is greater than 1.

Note If All Customers or Inactive Only is selected in this field and Customer Information is selected in the Report Type to Print field, the inactive reason and description appear on the listing.

Customer Memos

Select this check box to print all customer memos for each customer listed. Clear this check box to exclude memos. This field is available only if Customer Information is selected in the Report Type to Print field.

Customer Contacts

Select this check box to print customer contacts. Clear this check box to exclude customer contacts. This field is available only if Customer Information or Number and Name and Address Listing is selected in the Report Type to Print field.

Bill To/Sold To Information

Select this check box to print bill-to and sold-to customer information. Clear this check box if you do not want to print this information. This field is available only if the Enable Bill To Customer Reporting check box is selected in Accounts Receivable Options, and if Customer Information is selected in the Report Type to Print field.

Note This field is disabled if Inactive Only is selected in the Customers to Print field.

Ship To Addresses

Select this check box to print ship-to addresses. Clear this check box to exclude ship-to addresses. This field is available only if the Sales Order module is integrated with Accounts Receivable and if Number and Name Listing is not selected in the Report Type to Print field. If you are sorting the listing by salesperson and you select this check box, the listing will display all ship-to addresses, including those that are linked to salespersons not selected in the Salesperson range fields.

Tax Exemption Numbers

Select this check box to print tax exemption numbers for the customer. Clear this check box if you do not want to print this information. This field is available only if Customer Information is selected in the Report Type to Print field.

Price Level Information

Select this check box to print price level information by product line for the customer. Clear this check box if you do not want to print this information. This field is available only if the Enable Default Price Level By Customer check box is selected in Sales Order Options, and if Customer Information is selected in the Report Type to Print field.

Split Commission Information

Select this check box to print split commission information. Clear this check box if you do not want to print this information. This field is available only if the Split Commissions Between Salespersons check box is selected in Sales Order Options and if Customer Information is selected in the Report Type to Print field.

Internet Information

Select this check box to print Internet customer information. Clear this check box if you do not want to print this information. This field is available only if the eBusiness Manager module is installed and Customer Information is selected in the Report Type to Print field.

Note This field is disabled if Temporary Only or Inactive Only is selected in the Customers to Print field.

Customer Credit Cards

Select this check box to print customer credit cards; only the last four digits are printed. Clear this check box to exclude customer credit cards.

This field is available only if either ACH or Both Credit Cards and ACH is selected in the Enable Payments field in Company Maintenance, and Customer Information is selected in the Report Type to Print field.

If a customer credit card is Internet enabled, the IT users granted access to the card are included.

Customer ACH Information

Select this check box to print customer ACH payment account information. Only the last four digits of account numbers are printed. Clear this check box to exclude ACH payment account information.

Paperless Delivery Options

Select this check box to print options entered in Paperless Office Delivery Options for the customer. Clear this check box if you do not want to print Paperless Office delivery options. This check box is available only if the Forms check box is selected in Paperless Office Options.

Select an operand to limit your selection to a particular value or range of values. When selecting a value using the Lookup button or entering a value directly into the Value field (and moving out of the field), the operand automatically changes to Equal to. Likewise, when selecting a value using the Lookup button for a range or entering values directly into both Value fields, the operand automatically changes to Range.

Additional operands are available for date Select fields. The system date is used to calculate the date ranges. When one of the date operands is selected, the Value fields automatically default to the appropriate dates.

You can use commas (,) to separate multiple values; however, if your selection values already contain commas, you must use alternate separators to separate them.

Note When alternate separators are used, the value list must end with the alternate separator character.

Note If you enter a value that contains a comma (for example, if a vendor number is 01-SAGE,WEST), then you must enclose the value with an alternate separator (for example, %01-SAGE,WEST%). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").

If your company uses commas in item codes, use an alternate separator to select one or multiple item codes.

Enter a value based on the operand entered, or click the Lookup or Calendar button to select a value from the list. Multiple values can be entered by using a comma or alternate separators to separate values.

Select this check box to keep this window open after you print. Clear this check box if you want this window to close automatically after you print.

Select this check box to keep this window open after you preview the report or form. Clear this check box if you want this window to automatically close after you preview the report or form.

Operand	Operand Function
All	Selects all information for the Select Field.
Begins with	Selects only the information for the Select Field that begins with the value entered in the Value field.
Ends with	Selects only the information for the Select Field that ends with the value entered in the Value field.
Contains	Selects only the information for the Select Field that contains the value entered in the Value field.
Less than	Selects only the information for the Select Field that is less than, but not equal to, the value entered in the Value field.
Greater than	Selects only the information for the Select Field that is greater than or equal to the value entered in the Value field.
Range	When Range is selected, two Value fields are used. Information is selected that is greater than or equal to the first value entered and less than or equal to the second value entered in the Value fields. Note Entries in the "From" Value field may change to the entry made in the "To" Value field, if the "From" Value contains a lowercase letter and the "To" Value contains an uppercase letter. This occurs because lowercase letters are greater than uppercase letters. For example, if 01a is entered in the "From" Value field and 01C is entered in the "To" Value field, the "From" Value field changes to 01C.
Equal to	Selects only the information for the Select Field that is equal to the value entered in the Value field.
Not Equal to	Selects only the information for the Select Field that is not equal to the value entered in the Value field.

Operand	Value
All	Selects all information for the Select Field.
Begins with	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Ends with	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Contains	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Less than	Only single values are allowed.
Greater than	Only single values are allowed.
Range	Both Value fields are used to define a range. Only single values are allowed at each Value field.
Equal to	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Not Equal to	Multiple values are separated by a comma or alternate separator. An AND condition is assumed.