Fields and controls
Buttons
Process
Click this button to generate a preview list that uses your selection criteria.
The list is displayed in the Customer List Preview screen, where you can print the list.
Aging
To use fields in the Aging section, you must specify selection criteria that can be aged (such as Current Due or Overdue Amount). Also, if your Sage 300 system uses security, you must have View Transaction History security authorization.
Aging fields do not generate any columns for the report. They are used to determine amounts that are current and those that are not current, or overdue.
Age As Of
This date is used to determine whether transactions are current or overdue. For example, if you age amounts by due date, documents with due dates after the Age As Of date are considered overdue.
Age By
Specify whether to age transactions by their Due Date or Document Date.
Cutoff Date
The report includes transactions or balances that have a due date or a document date before or on the cutoff date you specify.
Include Prepayments
Select this option to take customer prepayments into account when calculating overdue and current balances.
Credit Limit
If your Sage 300 system uses security, you can select credit limit options only if you have View Transaction History security authorization.
No Limit
Select this option to include customers for which no credit limit is specified in the customer record.
No Credit Used
Select this option to include customers that have not used any of their credit limit.
If you select this option, the report includes columns that show customers' credit limits and their credit available.
More than 100 percent of the credit limit may be available if a customer has outstanding credit notes.
Over Limit
Select this option to include customers whose balances exceed their credit limit.
If you select this option, the report includes columns that show customers' credit limits and their credit available.
The credit available for these customers will be a negative number.
Up To [...]% Available
Select this option to include customers that have only the specified percentage, or less, of their credit available.
If you select this option, the report includes columns that show customers' credit limits, credit available, and credit available as a percentage of the credit limit.
Customer Range
Use these options to specify up to seven criteria, with a range of values for each, for selecting customers to include on the Customer List.
From / To
Use the From and To fields to define a range of values for each selection criterion.
If a customer record matches all specified criteria, the customer is included on the Customer List.
Select By
You can specify up to seven selection criteria for the Customer List report. The report will include columns of information for the criteria that you specify, in the order that you specify them.
In a multicurrency system, some criteria or combinations of criteria can produce a report that includes amounts in a mix of currencies (varying customer currencies, and your functional currency). For example, if you use the criterion A/R Balance (which deals with amounts in the customer currency) with a range of 500–900, the resulting report could include customers with the following A/R balances:
- 600 USD
- 600 JPY
To limit the report to a single customer currency, specify additional criteria or include Customer Currency as one of your criteria.
Include
Use the Include options to print additional information that is not captured, or that may be excluded, by your selection criteria.
- If you specify Comment Follow-Up or Comment Expiration as criteria, but you want to include customers whose records have no comments for the range of dates you specified, select Customers With No Comments.
- If you specify A/R Balance as a criterion because you want to print customer balances on the report, but you want to include customers with no account balance, select Customers With Zero A/R Balance.
- If you want to include the name, phone number, and email address for a customer contact person, select Contact Information.
Overview
The Customer List is a powerful tool that provides field-level selection and analysis of your customer database. Use it to:
- Filter and extract customer information from your Accounts Receivable database using criteria you specify.
- Preview the results of your query before you print a Customer List report. For more information, see A/R Customer List Preview Screen.
- If you use optional fields, print a report by any optional field that you use to identify customers.
- Age amounts due or amounts overdue as of a specific due date or document date.
- Include credit information on the report, such as customer credit limits or the amount of credit remaining for each customer.
Note: If you want a report of information kept in customer records for all customers or a range of customers, you print the Customers report. (For more information on the Customers report, see A/R Customers Report.)