INTRODUCTION

The following changes have been made to improve account enquiries.

The objective of the changes were: -

  • To provide operators with the ability to view (via new buttons) account settings currently only available within account maintenance.
  • To free up space in the initial enquiry window so that the number of accounts shown in the scrolled area can be increased, this has been done in such a way that the ability to quickly view rudimentary credit control and contact information within the initial window has not been compromised.

The actual changes made to the initial enquiry window are as follows: -

  • The contact details group box has been shrunk so that it contains two lines of information, the first shows the contact name and the second shows contact details based on the contact method (i.e. if the contact method is phone then the telephone number will be shown), where no contact method has been established the telephone number, fax number, email address or mobile phone number will be shown depending on the information available on the contact record. Full contact details can be viewed by pressing the button labelled ‘More…’. In addition a ‘notes’ indicator has been added to this group box and is shown if notes have been entered for the account.
  • The account information group box has been moved below the contact group box and changed so that it contains only the following items, average days to pay, last payment, last invoice, high balance, trading terms and credit rating.
  • A new group box has been added (titled ‘Look-ups’), it contains the fields that can be used to sequence the window, these are the account type and the two user definable look-up codes.
  • The address group box has been increased in size so that it is the same depth as the contact and account information group boxes, in addition to the address it now contains the last diary statement date and where applicable the head office/buying group account code.
  • The space made available by the removal of the items from the account information group box has been used to increase the size of the scrolled area; the account status and the sales representative have also been added to the scrolled area.
  • A new button has been added to the initial enquiry window labelled ‘Customer details’, pressing this will display a new window (Customer Details) which contains the items removed from the initial enquiry window along with other account details which were previously only available in account maintenance, this window includes the full contact details and has buttons allowing the customer’s bank details and SOP settings to be viewed.

This note is for the following Service Packs: ZD60_000054 and ZM60_000053

The following pictures show the initial enquiry window both before and after the changes and the new enquiry windows added for this enhancement.

Initial Enquiry Window – Before changes.

Initial Enquiry Window – After changes.

New Enquiry Window – Customer Details

New Enquiry Window – Customer Bank Details

New Enquiry Window – Customer SOP Details