Customer Viewer

 

Window Details

 

Navigation

 

Overview

 

Fields

 

 

How Do I...

 

 

Search for PDF Documents

E-mail or Fax All Undelivered PDF Documents

E-mail or Fax PDF Documents

Move PDF Documents to Another Location

 

Related Topics

 

 

Paperless Office Options

Electronic Delivery

Form Maintenance

Move PDF Documents

Customer Maintenance

Form Types in Paperless Office

Search for PDF

 

 

 

Navigation

Access this task using one of the following methods:

This window is available only if the Forms check box is selected in the Paperless Office Options window. From Customer Maintenance, this window is also available only if one or more customer forms are set up in Paperless Office Form Maintenance.

Overview

Use Customer Viewer to view, e-mail, fax, move, or delete customer-related PDF documents. Customer Viewer displays customer forms such as Accounts Receivable invoices, Sales Order invoices, Job Cost invoices, statements, sales orders, and customer RMAs. When this task is accessed from the Paperless Office menu, you can view documents for customers in any company. You can filter the PDF documents displayed by form type and document date, or search for a PDF document using additional criteria.

If you delete an invoice, order, or RMA in the software, the corresponding PDF document is automatically deleted as well.

Note In Paperless Office Options, you can specify whether to automatically display all documents in Customer Viewer when it is first accessed. If you do not specify to load all documents when the viewer is first accessed, documents are loaded only after you enter selection criteria and click Refresh.

Fields

 

Company Code

Invoice / Order Type

Company Name

Aging / Inv / Order / RMA Date

Form Type

PDF Created

Aging / Invoice / Order / RMA Date From

Acctg Date

To

Updated

Side Button Bar

PDF Location

Customer No.

PDF Exists

Customer Name

Sent

Invoice / Order / RMA No.

User Logon

Source

 

 

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