A/R Customers Report

Overview

Note: Depending on how your system is set up, this desktop screen may also be available as a web screen. For more information, see the Web Screens Getting Started Guide or the help for Sage 300 web screens.

The Customers report is one of four reports you can print using the A/R Customers report screen. It lists the information entered in Accounts Receivable to define the customer records used in your system.

For information about the other reports you can print using the Customers screen, see A/R Customer Comments Report, A/R Activity Statistics Reports, and A/R Period Statistics Reports.

Tip: If you want to produce a specialized report of customers using selection criteria, use the A/R Customer List screen. For more information, see A/R Customer List Screen

When to Print

Print the report after adding or revising customer accounts, before deleting inactive customers, and when you need a summary of customer addresses, profiles, comments, or recurring charges.

Information Printed on This Report

• If you select the Include Address option, the customer's address, short name, telephone and fax numbers, and contact.

• If you select the Include Profile option:

  • The customer's group, national account (if any), start date, currency, account set, billing cycle, terms code, credit limit and credit information, Print Statements option, interest profile, price list, customer type, territory, and business registration number.
  • Tax group, authorities, classes, and registration numbers.
  • Salesperson numbers and sales splits.
• If you select the Include Comments option and there are comments in customer records, the comments and dates from the customer records.
• If you select the Include Recurring Charges option and you have set up recurring charges for customers, recurring charge information.
• If you select the Optional Fields option, the report also includes the optional fields and values assigned to each customer.
• If you use Payment Processing and you select the Include Credit Cards option, customer credit card details.