Customer Viewer

Customer Viewer - Fields

Company Code

Enter the company code for the PDF documents to display, or click the Lookup button to list all companies. If you enter a new selection in this field, click Refresh when you are ready to reload the viewer with the selected documents.

This field is available only if this task is accessed from the Paperless Office module.

Company Name

This field displays the name of the company selected in the Company Code field and can only be viewed. This field appears only if this task is accessed from the Paperless Office module.

Form Type

Select the form type of the PDF documents to display in the viewer. Only customer form types set up in Form Maintenance can be selected.

Select Statement to display Accounts Receivable statements.

Select Invoice to display Accounts Receivable invoices, Sales Order invoices, and Job Cost invoices.

Note Job Cost invoices are not available for Sage 100 Premium.

Select Order to display sales orders.

Select Customer RMA to display customer return merchandise authorizations (RMAs).

Aging / Invoice / Order / RMA Date From

Enter the starting date to use in the range of dates for the PDF documents to display, or click the Calendar button to select a date from the calendar. If you enter a new selection in this field, click Refresh when you are ready to reload the viewer with the selected documents.

To

Enter the ending date to use in the range of dates for the PDF documents to display, or click the Calendar button to select a date from the calendar. If you enter a new selection in this field, click Refresh when you are ready to reload the viewer with the selected documents.

Side Button Bar

The buttons located to the right of the viewer list allow you to locate, view, e-mail, fax, select, move, and delete PDF documents.

Click the Search button to search for PDF documents to display in the viewer. If the viewer currently displays the result of a search, the Search button appears red. If a search has not been performed, the Search button appears yellow. For more information, see Search for PDF.

Note Clicking Refresh removes the current search results.

Click the Open PDF button to open the selected PDF document in Adobe Reader. This button is not available if more than one document is selected. You can also double-click a row in the viewer to open a PDF document.

Click the Electronic Delivery button to e-mail or fax the selected PDF documents. If you select only one document, you can also edit the message. For more information, see Electronic Delivery.

Click the Select All button to select all documents displayed in the viewer.

Click the Unselect All button to clear all document selections displayed in the viewer.

Click the Move button to move the selected documents to another folder. For more information, see Move PDF Documents.

Click the Delete button to delete the selected documents. The Delete button appears only with the appropriate security setup.

Customer No.

This field displays the customer number for the PDF document and can only be viewed. This field appears only if this task is accessed from the Paperless Office module.

Customer Name

This field displays the customer name and can only be viewed. This field appears only if this task is accessed from the Paperless Office module.

Invoice / Order / RMA No.

This field displays the number of the invoice, order, or customer RMA, and can only be viewed.

Invoice / Order Type

This field displays the type of invoice or order and can only be viewed. The following invoice types can be displayed:

IN: Invoice

CM: Credit Memo

DM: Debit Memo

CA: Cash Sale

FC: Finance Charge

RT: Retention (Note This invoice type is not available for Sage 100 Premium.)

XD: Deleted

AD: Adjustment

The following order types can be displayed:

S: Standard

B: Back Order

M: Master

R: Repeating

Q: Quote

Aging / Inv / Order / RMA Date

This field displays the date of the statement, invoice, order, or RMA. This field can only be viewed.

Source

If Invoice is selected in the Form Type field, this field displays the source module of the invoice, as well as the sales order number or job number associated with the invoice, if applicable.

PDF Created

This field displays the system date and time the PDF document was created and can only be viewed.

Acctg Date

If Invoice is selected in the Form Type field, this field displays the accounting date the PDF document was created and can only be viewed.

Updated

This field displays Y if the invoice has been updated to the permanent files or N if the invoice has not been updated. This field can only be viewed.

PDF Location

This field displays the location of the PDF document and can only be viewed. If the PDF document has been deleted, the location is displayed in red text.

You can move a selected document by clicking the Move button. For more information, see Move PDF Documents.

PDF Exists

This field displays Y if the PDF document exists or N if the document has been deleted outside of the viewer task. This field can only be viewed.

Sent

This field displays Y if the PDF document has been electronically delivered by e-mail or fax or N if it has not been delivered.

To e-mail or fax all undelivered documents, you can perform a search for all documents that display N in this field, click the Select All button, and then click the Electronic Delivery button. For more information, see E-mail or Fax All Undelivered PDF Documents.

User Logon

This field displays the user logon of the person who created the PDF document and can only be viewed.