Customers

Use the Customers form to enquire on the GT Accounts Receivable Customer database.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Select Status

Select the Customer Status(es) for the Customers you want to view.

Selected Status(es)

This field lists all the Statuses on which the search will be based.

Select Branch

Select the branch(es) for the Customers you want to view.

Selected Branch(es)

This field lists all the Branches on which the search will be based.

Select Sales Persons

Select the Sales Persons for the Customers you want to view.

Selected Sales Person

This field lists the Sales Persons on which the search will be based.

Select Currency

Select the currency(ies) for the Customers you want to view.

Selected Currency/ies

This field lists all the currencies on which the search will be based.

Only Include Parent Accounts

Select this option to perform the search on Parent Accounts only.

Tree

Select the Tree that you want to base the Customer search on. Tree is optional. If a Tree is selected, all the Branches of the Tree displays. You can select one or multiple Tree Branches.

Tree Branches

This field lists all the Branches for the selected Customer Tree. You can select one or multiple branches to base the search on.

Customer Table

This table lists all the Customers that meet the search criteria. Drill down on a Customer to view the detail, if you have the authorisation to perform the enquiry. Authorisation is set on the User Preferences > Workflow button > Integration tab.