Customer Search

You can also view a list of customers for which ship-to information is defined.  When you press F4=Prompt on the Ship-to Customer field, a Select List Criteria window is displayed.  On this window, select the Ship-to Customer Number List.  The Ship-to Customer List window will be displayed.  Because this list can be extensive, the Position to field can be used to redisplay the list beginning with the value entered.  If you are searching for a customer called 'ABC' and if the sort is by customer name, entering an 'A' in the Position to field will reset the list to the first customer beginning with 'A'.  To narrow your search for a customer, you can specify a search code in the Search field on the Sales Order Information 1 screen (AR630S03).  This field will default to one of the options you specified in the Search Default field on Reference File category 300.  The options available for this field include:

·     Customer name

·     Zip code

·     Primary bill-to customer

·     Primary ordered-by customer

·     Salesperson 1 code

·     Sales analysis #

·     Sales contact phone

For example, if you set your search default to be zip code on Reference File category 300 and then enter a new customer and leave the Search field blank on AR630S03, the zip code you entered in the Zip Code field is defaulted to the Search field.  If you change the search default on the reference file, you must always blank out the existing Search field value on the screen in order for the new value to be defaulted.

The Search field can also be used to sort the Ship-to Customer valid values list.  The following sort options are available:

·     Customer number

·     Customer name*

·     Search code and customer name

·     Search code and store number

·     Search code and zone

·     Zip code/zone

·     Phone number

Note:    *  The customer name option will be sorted by customer name as the primary key and city as the secondary key.  City is included as a secondary key to provide for additional sorting.

If you sort by search code, customer number, customer name, zip code/zone, or phone number, the customer valid values list will be redisplayed in ascending or descending, alphabetical/numerical order.

If you are sorting by zip code/zone and the address format is free-format, then the zip code will always be blank and the list will be sorted by zone.

If any of the options using the search code are selected, the Position to field will become two fields; the first Position to field will be the primary search key and the second Position to field will be the secondary search key.  See the figure below.  For example, if you chose the option 'Search code and store number', the file will be sorted by search code as the primary key and store number as the secondary key.  The search code value will be the default option specified on Reference File category 300.

:                      SHIP-TO CUSTOMER NUMBER LIST                       : 

 :                                                                         : 

 :                              Position to                                : 

 :                                                                         : 

 :    Ship-to Cust Ship-to Customer Name          Store Num   Search       : 

 :    BOLT-1       A                              222333      A            : 

 :    A                                A                 IL 12456          : 

 :    ARBY         ARB Y                          100001      A            : 

 :    69 W. WASHINGTON                 CHICAGO           IL 501050111 USA  : 

 :    A-1          A-1 SERVICE                    121212      A-1 SERVICE  : 

 :    111 FIRST AVENUE                 KANSAS CITY       IL 66612     USA  : 

 :    SCOTTW       A-1 SERVICE                    444444      A-1 SERVICE  : 

 :    111 FIRST AVENUE                 KANSAS CITY       IL 66612     USA  : 

 :    00100        ACME PRODUCTS                  000002      ACME PRODUCT : 

 :    69 W WASHINGTON                  CHICAGO           IL 60601     USA  : +

 :   D - Detail                                                            : 

 :   F3=Exit             F8=Sort             F21=Save                      : 

 :                                                                         : 

 :.........................................................................: 

                                                                              

   Ship-to Customer List

The value that you enter in the first Position to field must reflect the actual value of the Search field on the Sales Information 1 screen or else the list will not be redisplayed correctly.  Even if the second Position to field has the correct value, the primary search will be performed on the first Position to field.  For example, if you're sorting by Search Code and Store Number, with customer name as your search default for Search Code, and you only know the first two letters of the customer's name but know the store number, you can't partially fill in the first Position to field, enter the correct value in the second Position to field, and still retrieve the correct customer.  The list may be redisplayed with a customer who also begins with those same two letters, but it may be a different customer altogether.

If you choose to set up your search default option by customer name, you may wish to set up the Search field on the Sales Information 1 screen as a shorthand representation of the customer's name.  This feature allows you to search on a customer that may have a name that is entered in various ways and may be difficult to search on.  For example, customer 'ABC' may be entered as 'AB-C', 'A/B/C', or 'A-B-C'.  By assigning a Search field value of 'A' for this customer, you will be able to perform a search for this customer by selecting one of the sort options that uses search code.  In this example, the search code option will default to customer name.  Therefore, if you enter an 'A' on the first Position to field and then enter specific data in the second Position to field, such as store number XXX, the customer list will be redisplayed to the customer who is defined with a Search field of 'A' and has the store number XXX.