Note

Maintain customer data through Microsoft Dynamics GP database.

Field

Description

Customer Name

Customer Number

Enter the name and/or identifier of the customer you wish to search by. Partial values are accepted and these two fields work in conjunction with each other to narrow the search results.

The application automatically starts narrowing down results once a value, or partial value, is entered in either field. Press “OK” once a record is selected or double-click the record to accept it.

Tip: Data Grids functions are available that assist in searching, sorting, grouping, and filtering data in this grid.

Refresh (Alt+R)

Available through most Customer Finds, this function allows you to repopulate the list of customers with the latest data from the Microsoft Dynamics GP. This function ensures you are working with the latest information.

Note: Not available in the find evoked through Payment Application.

Data Columns:

Checked

Available only through AR Collections Inquiry, this column allows a user to check the customers they want included in the search. Right-click menu options work in conjunction with this column.

Name

Name of the customer displays. This field corresponds to the Customer Name search field.

Number

The identifier of the customer displays. This field corresponds to the Customer Name search field.

Class

The class assigned to the customer through Microsoft Dynamics GP displays.

City

This field displays the city associated to the address for the customer.

State

This field displays the state associated to the address for the customer.

Status

This field displays the customer account status in Microsoft Dynamics GP.

Right-Click Options

Available only through AR Collections Inquiry, the following right-click menu options allow you to perform the following functions related to the Checked column.

Check Selected

Choose this option to place a check in the Checked column next to the customers selected within the data grid.

Uncheck Selected

This option removes the check within the Checked column for all selected customers.

Check All

Places a check in the Checked column for all customers listed within the data grid.

Uncheck All

Removes the check from the Checked column for all customers listed within the data grid.

OK (Alt+O)
Press “OK” to accept the selected record and close the dialog.

Cancel (Alt+C)

Press “Cancel” to cancel the search and close the screen.