Printing the Customer Details Report

The I/C Customer Details report lists customer item numbers and inventory item numbers that they identify.

Note: This report includes details only for customers that are assigned to items on the I/C Customer Details screen. The report will be blank if you have not entered customer item numbers.

To print the Customer Details report:

1. Open Inventory Control > I/C Setup Reports > Customer Details.
2. Specify whether to sort customer item numbers by customer or by item number.
3. Specify the range of customer numbers and item numbers to include in the report.

4. Click Print.

   • If you are printing to a physical printer, the Print window appears. Confirm your printer selection and the number of copies to print, and then click OK. Otherwise, click Cancel or Setup.
   • If you are printing to the screen (preview), the report appears in a new window. You can print the report or export it to a file.

     Note: For Web-based clients, the preview screen appears first when you click the Print button.

   • If you are printing to a file, the Export window appears. Specify the file format (for example, PDF, DOC, or XLS). Also, specify a destination for the file:

     • Application. View the report in an application that can open files of the specified format (for example, if you specify PDF as the file format, the report opens in Adobe Acrobat). You can then save the file.
     • Disk file. Save the report to a location you specify.
     • Microsoft Mail. Send the report as an e-mail attachment.

     You can enter the name of a non-existent file or directory to be created by the system when you print. When you print to a file, the report is assigned a unique name, for example, CS1000.TXT.

   • If you are printing to e-mail, an e-mail message appears with the report attached.