User Guide

Changes and New Features in Accounts Receivable
What's New in Version 5.6 13
Customer Inquiry
replaces the
Customer
Activity form
We have replaced the Customer Activity form with a new Customer
Inquiry form. Information that you used to find on the Customer Activity
form is available on various tabs on the Customer Inquiry form. You now
view:
• Activity information on the Activity/Stats tab on the Customer Inquiry
form.
• Aged amounts, together with balance information, on the Credit Status
tab.
• Information for posted transactions on the Documents tab.
• Information about receipts on the Receipts tab, and information for
refunds on the Refunds tab.
• Information about pending transactions on the Pending tab.
Like the Customer Activity form, the Customer Inquiry form lets you view
document history, and it lets you drill down from its Documents, Receipts,
and Refunds tabs to original entries. Moreover, Customer Inquiry provides
additional capabilities, including:
• Separate tabs, with drilldown, for adjustments and recurring charges.
• Document details and application history that you can view on the
same tab. You no longer have to open separate forms to see this
information. Customer Inquiry also lets you open the Document
Inquiry form to view comprehensive information for a selected
document, including ship-to information, taxes, and exchange rates.
• If you use Order Entry version 5.6, separate tabs for O/E orders, O/E
invoices, and O/E sales. You can drill down from order numbers and
shipment numbers on these tabs to view the original order or
shipment in the Order Entry program.
• If you use Inventory Control version 5.6, an IC Contract Pricing tab.
You can double-click any item number that appears on the OE Sales
tab or on an IC-related tab to view the item record in Inventory
Control.
• Together with the transaction-related tabs, Address, Tax/Sales,
Comments, Optional Flds., Ship-To, Activity/Stats, and Credit Status
tabs provide a ready reference to all the information available in
Accounts Receivable for a selected customer.
You can choose which tabs you want to display or hide, and then save
your settings for the next time you use the form.
Document
Inquiry
A new Document Inquiry form displays all the information for a specified
document, including all transactions that are applied to the document.