8.10.4. Customer Information Workbench

The Customer Information Workbench groups together in one location a wide range of both current and historical Customer information. To access the Customer Information Workbench, select the "Customer Information Workbench" option from the "Orders" menu. The following screen will appear:

Notes on the Workbench

When displaying Customer information, you are presented with the following options:

Customer #: Enter the Customer Number of the Customer whose information you want to view.
Name: Displays Customer name automatically when Item Number is entered into "Item Number" field.
ACCOUNT: Select this button to open the CRM Account record associated with the Customer.
Cust. Type: Displays the Customer Type for the specified Customer.
Payment Terms: Displays the Customer's default Terms.
Ship Via: Displays the Customer's preferred Ship Via.
Correspondence Address: Displays Customer's correspondence address.
Billing Address: Displays Customer's billing address.
First Sales Date: Displays date of first sale made to the Customer.
Last Sales Date: Displays date of last sale made to the Customer.
Backlog: Displays Customer's backlog.
Last Year Sales: Displays total sales to Customer for previous year.
YTD Sales: Displays year-to-date sales made to the Customer.
Credit Limit: Displays the Customer's credit limit.
Open Balance: Displays Customer's open balance.
Late Balance: Displays Customer's late balance.
Credit Status: Displays Customer's credit status.
Notes: Displays any Notes entered on the Customer master for the specified Customer. To modify the notes, you must edit the Notes found under the "Notes" tab on the Customer master. To reach the Customer master, select the EDIT button.

To the far right of the screen, the following buttons are available:

PRINT: Runs the report associated with this screen.
CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to re-generate and update the information on the screen.
EDIT: Select to edit the Customer master for the specified Customer.

To view Comments associated with the Customer, select the "Comments" tab at the bottom of the screen. The following screen will appear:

Comments on the Workbench

Comments: Display lists Comments related to the Customer.

To the far right of the screen, the following buttons are available:

NEW: Opens the screen for creating a new Customer Comment.
VIEW: Opens a read-only view of the Customer Comment.

To enter a new Customer Comment, select the NEW button. The following screen will appear:

Create New Comment

Comment Type: Specify one of the following Comment Types from the drop-down list: ChangeLog or General. Comment Types are used to categorize Comments. Once you have specified a Comment Type, you may type your Comment in the main text area. The text area features word-wrapping and scroll-bar support for longer Comments.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without creating the Customer Comment, returning you to the previous screen.
SAVE: Creates the Comment and adds it to the list of Customer Comments.

To view current Quotes associated with the Customer, select the "Quotes" tab at the bottom of the screen. The following screen will appear:

Quotes on the Workbench

When displaying the list of current Quotes associated with the Customer, you are presented with the following options:

Quotes: Displays the list of current Quotes for the specified Customer. This is the same information as displayed in the Quotes master list screen.

To the far right of the screen, the following buttons are available:

NEW: Opens screen for creating a new Quote, as described in Section 8.1.1, “ New Quote”.
EDIT: Enables you to edit highlighted Quotes. The edit screen is the same as that for creating a new Quote—except that when editing, the fields will contain Quote information. Double-clicking on a Quote will also bring you to the editing screen.
VIEW: Highlight a Quote and then select this button to reach a read-only view of the "Edit" screen.
CONVERT: Select to convert a Quote to a Sales Order.

Right-clicking on a Quote in the Quotes list enables you to select from the following menu options:

New Quote: Opens screen for creating a new Quote, as described in Section 8.1.1, “ New Quote”.
Edit Quote: Enables you to edit highlighted Quotes. The edit screen is the same as that for creating a new Quote—except that when editing, the fields will contain Quote information. Double-clicking on a Quote will also bring you to the editing screen.
View Quote: Highlight a Quote and then select this button to reach a read-only view of the "Edit" screen.
Convert Quote: Select to convert a Quote to a Sales Order.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

To view open Sales Orders associated with the Customer, select the "Sales Orders" tab at the bottom of the screen. The following screen will appear:

Open Sales Orders on the Workbench

When displaying the list of open Sales Orders associated with the Customer, you are presented with the following options:

Sales Orders: Displays the current list of open Sales Orders for the specified Customer. This is the same information as displayed in the Open Sales Orders master list screen.
Show Closed: Select to include closed Sales Orders in the display.

To the far right of the screen, the following buttons are available:

PRINT: Highlight a Sales Order and then select this button to print the Sales Order.

Tip

You must have a Form "keyed on" Sales Orders to successfully print a Sales Order. The keyed on process is described here: Section 10.12.5.1, “Form”.
NEW: Opens screen for creating a new Sales Order, as described in Section 8.2.1, “New Sales Order”.
EDIT: Enables you to edit highlighted Sales Order. The edit screen is the same as that for creating a new Sales Order—except that when editing, the fields will contain Sales Order information. Double-clicking on a Sales Order will also bring you to the editing screen.
VIEW: Highlight a Sales Order and then select this button to reach a read-only view of the "Edit" screen.

Right-clicking on an Order in the Sales Orders list enables you to select from the following menu options:

New Order: Highlight a Sales Order and then select this button to print the Sales Order.

Tip

You must have a Form "keyed on" Sales Orders to successfully print a Sales Order. The keyed on process is described here: Section 10.12.5.1, “Form”.
Edit Order: Enables you to edit highlighted Sales Order. The edit screen is the same as that for creating a new Sales Order—except that when editing, the fields will contain Sales Order information. Double-clicking on a Sales Order will also bring you to the editing screen.
View Order: Highlight a Sales Order and then select this button to reach a read-only view of the "Edit" screen.
Shipment Status: Select to view the status of shipments for the specified Order.
Shipments: Select to view all shipments for the specified Order.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

To view Invoices associated with the Customer, select the "Invoices" tab at the bottom of the screen. The following screen will appear:

Invoice History on the Workbench

When displaying the list of Invoices associated with the Customer, you are presented with the following options:

Show Closed: Select to include closed Invoices in the display.
Invoices: Displays the list of Invoices associated with the specified Customer.

Note

Late Invoices will display in red type.

To the far right of the screen, the following buttons are available:

PRINT: Highlight an Invoice and then select this button to print the Invoice.
NEW: Opens screen for creating a new Invoice.
EDIT: Enables you to edit highlighted Invoices. The edit screen is the same as that for selecting a new Invoice—except that when editing, the fields will contain Invoice information. Double-clicking on an Invoice will also bring you to the editing screen.
VIEW: Highlight an Invoice and then select this button to reach a read-only view of the "Edit" screen.
WORKBENCH: Select to open the A/R Workbench for the specified Customer.
CASH RECEIPT: Select to enter a Cash Receipt for the specified Customer.

Right-clicking on an Invoice in the Invoices list enables you to select from the following menu options:

New Invoice: Opens screen for creating a new Invoice.
Edit Invoice: Enables you to edit highlighted Invoices. The edit screen is the same as that for selecting a new Invoice—except that when editing, the fields will contain Invoice information. Double-clicking on an Invoice will also bring you to the editing screen.
View Invoice: Highlight an Invoice and then select this button to reach a read-only view of the "Edit" screen.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

To view Credit Memos associated with the Customer, select the "Credit Memos" tab at the bottom of the screen. The following screen will appear:

Credit Memos on the Workbench

When displaying the list of Credit Memos associated with the Customer, you are presented with the following options:

Credit Memos: Displays the list of posted and unposted Credit Memos associated with the specified Customer.

To the far right of the screen, the following buttons are available:

PRINT: Highlight a sales Credit Memo and then select this button to print the Sales Credit Memo.

Note

Printing is supported for sales Credit Memos only—not for miscellaneous Credit Memos.
NEW: Opens screen for creating a new Sales Order Credit Memo, as described in Section 8.3.2.1, “ New Credit Memo”.
EDIT: Enables you to edit highlighted Credit Memos. The edit screen will vary, depending on whether you are editing a Sales Order Credit Memo or a miscellaneous Credit Memo. Double-clicking on a Credit Memo will also bring you to the editing screen.
VIEW: Highlight a Credit Memo and then select this button to reach a read-only view of the "Edit" screen.
WORKBENCH: Select to open the A/R Workbench for the specified Customer.

Right-clicking on a Credit Memo in the Credit Memos list enables you to select from the following menu options:

New Credit Memo: Opens screen for creating a new Sales Order Credit Memo, as described in Section 8.3.2.1, “ New Credit Memo”.
Edit Credit Memo: Enables you to edit highlighted Credit Memos. The edit screen will vary, depending on whether you are editing a Sales Order Credit Memo or a miscellaneous Credit Memo. Double-clicking on a Credit Memo will also bring you to the editing screen.
View Credit Memo: Highlight a Credit Memo and then select this button to reach a read-only view of the "Edit" screen.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

To view sales history for the Customer, select the "A/R History" tab at the bottom of the screen. The following screen will appear:

A/R History on the Workbench

When displaying sales history for the Customer, you are presented with the following options:

A/R History: Display lists sales history for the specified Customer.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
PRINT: Runs the report associated with this screen.

Right-clicking on an Item in the A/R History list enables you to select from the following menu options:

Edit A/R Open Item: Select to edit the specified open item.
View A/R Open Item: Select to view the specified open item.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

To view Credit Card activity associated with the Customer, select the "CC Payments" tab at the bottom of the screen. The following screen will appear:

Credit Card Activity on the Workbench

When displaying Credit Card activity associated with the Customer, you are presented with the following options:

C/C Payments: Display lists Credit Card activity for the specified Customer.