Accounts Receivable - Customer Name and Address Listing

Function

The Customer Name and Address Listing task creates an alphabetic or numeric listing of all customer names, addresses, and telephone numbers.

To access this task...

Select Customer Name & Address Listing from the Reports menu.

Customer Name & Address Listing

About the Fields

From the Sequence dropdown...

  • Select Customer ID (C) to create the report in customer number sequence.

  • Select Alternate Sequence (A) to create the report alphabetically by customer name.

In the Beginning/Ending Customer ID field...

These fields are active when Customer ID (C) is selected in the Sequence step.

  • Enter the customer number with which to start/end the report.

  • Press Enter to start/end with the first/last customer number selection on file.

  • Click find field records button to select from a list of all valid customers.

In the Beginning/Ending Alt Sequence field...

These fields are active when Alternate Sequence (A) is selected in the Sequence step.

  • Enter beginning/ending sequence code.

  • Press Enter to begin with the first/last code on file.

Export Format checkbox...

  • Mark the box to create a report without blank data fields for manipulation in MS Excel.

  • Unmark the box to create a report of the raw data.

Exclude Inactive Customers? checkbox...

  • Mark the box (default) to exclude inactive customers.

  • Unmark the box to include all customer.

When finished making selections...

  • Click run process button to create the report.

  • Click new/clear form button to clear the form and begin again.

Sample Customer Name & Address Listing

See Output Options.