Report Financed Accounts With Multiple Customers

Access

This report lists customers who share a finance account number with another customer.  The report places an asterisk prior to the customer account number that was updated as a result of the exception record .  The name and address print from the Customer Settings file .  The store, operator and finance account number print only on the first detail line for the finance account.  

 If processing during End of Day, once the exception record details print, the system deletes the exception records.

This screen is active only if the Multiple Customers per Finance Account field is checked in the Financing Control Settings.  

DistrictEnter one or more districts whose transactions you want to search for finance account number exceptions. If you click on the Search button, a list of districts appears from which you can make a selection. This field is active only if Regional Processing is active.

StoreEnter one or more stores whose transactions you want to search for finance account number exceptions. If you click on the Search button, a list of stores appears from which you can make a selection.

Send Output toThe output destination of the report displays.  To change the output destination, click on the Actions button and select Output Settings.

Export PathIf you select either the Personal Report Viewer ( PRV (Personal Report Viewer) A STORIS printer output option that allows you to customize report results, for example to rearrange data columns.), Excel Export, or ASCII Export, this field displays the pre-set computer drive and folder location to which the system exports the report data. You cannot edit the export path using this process.

Once the run-time options have been selected, choose Run to produce the report.