User Guide

Changes and New Features in Accounts Receivable
14 Sage Accpac ERP Extended Enterprise Edition
The Document Inquiry form also lets you open the Customer Inquiry form
to view information for the customer associated with a document. You can
also drill down to Document Inquiry from Customer Inquiry and from all
A/R transaction-entry forms.
If you use Order Entry version 5.6, you can drill down from order numbers
and shipment numbers in Document Inquiry to view the original order or
shipment in the Order Entry program.
Customer List
The new Customer List is a powerful, flexible reporting tool. It lets you
apply a wide selection of criteria, including optional fields, to produce a
variety of reports to suit different needs. For example, you can:
• Print a report of customers with amounts overdue for collections
purposes. You can age the report by due date or by document date,
and you can specify whether to filter the report results by credit limit.
• Produce a list of customers by territory and customer group for a
marketing campaign.
• Provide salespersons with a list of customers by comment follow-up
date, and include customer contact information to ensure timely
follow-up with customers.
• If you use optional fields, print a report by any number of optional
fields that you use to identify customers. For example, if you use an
optional field to identify preferred customers, you can print a list of
your preferred customers.
• Print a report of customers whose accounts are inactive, prior to
deleting their accounts.
• You can also drill down from a selected customer on the Customer List
preview to see more details for the customer in the Customer Inquiry
form. If you use the preview when contacting customers, all their
information will be readily available to you.
Comment Types
A new Comment Types form lets you set up comment type codes using up
to eight characters for each type of comment that you enter for
customers. You can then filter customer comments by comment type on
the Customer Inquiry form.
Converting from AR Inquiry
If
you used AR Inquiry
with Accounts Receivable 5.5, you must use the
AR Inquiry Migration tool to upgrade your AR Inquiry data.
(For more information about using the AR Inquiry Migration tool, read the
Update Notice.)