Click the Process button to generate a preview list that uses your criteria.
Accounts Receivable then displays the list in the Customer List Preview screen, where you can print the list.
Fields in the Aging section are available only if you specified selection criteria that can be aged (such as Current Due or Overdue Amt.).
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.
Note: If your Sage 300 system uses security, you must have View Transaction History security authorization.
Accounts Receivable uses this date 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.
Specify whether to age transactions by their Due Date or Document Date.
The report will include transactions or balances that have a due date or a document date before or on the cutoff date you specify.
Select this option to take customer prepayments into account when calculating overdue and current balances.
If your Sage 300 system uses security, you can select credit limit options only if you have View Transaction History security authorization.
Select this option if you want to include customers for which no credit limit is specified in the customer record.
Select this option if you want 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.
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.)
Select this option if you want 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.
Use these options to specify up to seven criteria, as well as ranges of values for those criteria, for selecting customers to include on the Customer List.
Use the From and To fields to define a range of values for the selection criteria.
If a customer record matches criteria for the ranges you define for all your selection criteria, the generated customer list will include the customer.
Use the Select By fields on the Customer List Criteria screen to specify up to seven criteria for the Customer List report. The report will include columns of information for the criteria that you specify, in the order that you select them.
In a multicurrency system, you specify amounts for the preceding criteria in the customer currency. You can specify additional criteria in functional currency.
Note: If you use criteria specified in the customer currency, such as the A/R Balance, and you define a range of amounts, the resulting report will include a mix of currencies. Therefore, you should specify additional criteria to limit the report to a single customer currency, or include Cust. Currency as one of your selection criteria.
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 selection 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 criteria because you want to print customer balances on the report, and you want to include customers with no account balance, select Customers With Zero A/R Balance.
- If you want to include the name, telephone number, and e-mail 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.
- Drill down from the preview to all the information for a selected customer, helping you to communicate authoritatively with your customers.
Example: Use the Customer List preview along with the Aged Trial Balance report when discussing collection matters with customers.
- 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.
- Save your selection criteria and other settings for reuse the next time you use the Customer List. (The Settings menu lets you save personal default settings, or clear your saved settings, as you require.)
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.)