View a Customer's Open Transactions

(Open Order by Customer Inquiry)

Access

Tabs:  Details, General

Use this inquiry to view open orders for a selected customer.  This inquiry includes the following types of orders:

• sales

• returns

• exchanges

• services

• COG (customer's own goods) A feature of the Customer Service module via which you can identify an item on a service transaction as customer goods, for example the repair of a customer-owned item. documents

If you access this inquiry from inside another routine, the inquiry displays only transactions you can view or access in that routine. For example, if you access from Enter a Sales Order, the inquiry filters out returns, exchanges, and service orders since you cannot edit those order types in Enter a Sales Order. However, if you access from View an Existing Sales Order, those order types do display in this inquiry since you cannot edit any order types in the inquiry.

Depending on your security settings in Create a User/Create a User Group, you may be able to access the Enter a Sales Order, Enter a Return, Enter an Exchange, or Enter a Service Order entry processes by double-clicking on a row in the grid.

The output of this report may be affected by Regional Processing restrictions. That is, you can inquire only about customers and locations to which you have access.

Customer CodeEnter the code of the customer whose open orders you want to view. If you click on the Search button, you access the Search for a Customer (Customer Code Lookup) screen, from which you can select a customer code. Once you select a customer, the customer name, home phone number, and salesperson display.  

Details

Credit Limit, Available Credit, Work Phone, ExtensionThe customer's credit limit, available credit, work phone number, and work extension number are displayed from the customer record.

Include Non-Allocated OrdersCheck this box to display all open orders in the grid.  Leave this box unchecked to exclude Layaways and Quotes.

Total Orders

Deposits

A/R Balance

Total Unpaid Balance

General

The following fields of information display on the General screen for the selected customer:

• Address 1

• Address 2

• City

• State

• Zip

• Work Phone

• Cell Phone

• Email Address

• Ship-From Location

• Reward Points

• Credit Remarks

Also shown are the number of sales, returns, and service orders for this year, last year and lifetime.