Program Description
This program is new in Revision 14 and can be found on the Accounts Receivable Customer Reports menu (AR-4-3-8) or Billing Reports Customer Reports menu (BI-4-38). The Customer Detailed Profile File (PROFIL.DT) is a new data file that is used in this program. It allows you to list and print out the contents of this file. The operator can run this listing for a specific customer, range of customers or all customers.
The operator will first be asked Beginning Customer #, Name, A'll, Or E'nd. At this prompt, the customer can enter a customer number, a phone number, or the first part of a customer name. Enter A at this prompt to run the report for all customers. Enter E at this prompt to return to the menu.
If a customer phone number or name is entered, the screen will then display the customer number associated with the phone number or name entered. The operator is then asked for Ending Customer # . This prompt will default to the number that was entered at the Beginning Customer Number prompt.
The operator will then be asked to enter a range of branch numbers, or to enter A for all branches. The branch number for the Customer File (CUSTD) is used to determine if a customer is within the range of branches entered.
Example:
Results:
Fields:
Customer No./Name
This is the customer to which the detailed customer profile relates. The first part of a customer name can be entered, and an alpha search will appear so the operator can choose the correct customer.
Accounts Payable Contact Name
This is the Accounts Payable Contact Name. This field is 18 characters long.
Phone
This is the phone number of the Accounts Payable Contact Name. This field is 12 characters long and must have an area code entered. The phone number should be entered without the dashes (-). The phone number will be displayed on the screen with the dashes in place.
AP Manager Name
This is name of the Accounts Payable Manager. This field is 25 characters long.
Phone
This is the phone number of the Accounts Payable Manager Name. This field is 12 characters long and must have an area code entered. The phone number should be entered without the dashes (-). The phone number will be displayed on the screen with the dashes in place.
P.O. Required For Hardware (Y/N)
This field indicates if a purchase order is required for hardware. This will either be Y for yes or N for no.
Msg
This field is 70 character message line that can contain comments regarding purchase orders for hardware (field 5).
P.O. Required For Supplies (Y/N)
This field indicates if a purchase order is required for supplies. This will either be Y for yes or N for no.
Msg
This field is 70 character message line that can contain comments regarding purchase orders for supplies (field 7).
P.O. Required For Service Contract (Y/N)
This field indicates if a purchase order is required for service contracts. This will either be Y for yes or N for no
Msg
This field is 70 character message line that can contain comments regarding purchase orders for service contracts (field 9).
P.O. Required For T&M Service (Y/N)
This field indicates if a purchase order is required for T&M Service. This refers to time and material service. This will either be Y for yes or N for no
Msg
This field is 70 character message line that can contain comments regarding purchase orders for T&M Service (time and material) (field 11).
P.O. Required For Rental (Y/N)
This field indicates if a purchase order is required for rentals. This will either be Y for yes or N for no
Msg
This field is 70 character message line that can contain comments regarding purchase orders for rental (field 13).
P.O. Required For Misc. (Y/N)
This field indicates if a purchase order is required for miscellaneous. This will either be Y for yes or N for no
Msg
This field is 70 character message line that can contain comments regarding purchase orders for misc (field 16).
P.O. Required For A'll (Y/N)
This field indicates if a purchase order is required for all. This will either be Y for yes or N for no
Msg
This field is 70 character message line that can contain comments regarding purchase orders for all (field 17).
Hard Copy Required By Customer (Y/N)
This field indicates if a hard copy of the purchase order is required by the customer. This will either be Y for yes or N for no.
By Us (Y/N)
This field indicates if a hard copy of the purchase order is required from the customer from your dealership.
Authorizing Contact Name
This is the name of the person that can authorize a purchase order at the customer site. This field is 20 characters long.
Phone
This is the phone number of the Authorizing Contact Name. This field is 12 characters long and must have an area code entered. The phone number should be entered without the dashes (-). The phone number will be displayed on the screen with the dashes in place.
Bill CN's If P.O. Is Expired (Y/N)
This field indicates if the customer’s contracts should bill if the purchase order has expired. This will either be Y for yes or N for no. Note: This field is just informational only, Contract Billing will continue to bill contracts even if this field is set to N and the purchase order has expired.
Allow Entry Of Svc Call If CN Has A PO That Is Expired (Y/N)
This field indicates if the service calls should be entered for a customer if the purchase order is expired. This will either be Y for yes or N for no. Note: This field is just informational only, Service Call Entry will allow a service call to be entered even if this field is set to N and the purchase order has expired.