Customer Allowance Management

Menu Path: Customer Service Images\bluerarw.gif Customers Images\bluerarw.gif Customer Allowances Images\bluerarw.gif Customer Allowance Management

Purpose

View customer allowances.

Overview

Use Customer Allowance Management to display the amounts of customer allowances. You can display the amounts for all or a specific billing customer, sales location prefix, allowance account, and/or customer allowance type. You can also select to display customer allowances for all or a range of dates or periods. For information on setting up customer allowance rules, see Customer Allowance Rule Maintenance.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Customer Allowance Management window.

Show Data

Click this button to display customer allowance information on the Results tab, based on the criteria selected on the Inquiry tab.

Inquiry Tab Fields and Buttons

Field or Button

Description

All Sales Locations

Select this check box to display customer allowances for all sales locations. This check box is selected by default.

Sales Location Prefix

Enter a sales location prefix for which to display customer allowances, or click the Lookup button to select a sales location prefix. This field is only enabled if you clear the All Sales Locations check box.

Name (Sales Location)

Enter a sales location name for which to display customer allowances, or click the Lookup button to select a sales location name. This field is only enabled if you clear the All Sales Locations check box.

All Billing Customers

Select this check box to display customer allowances for all billing customers. This check box is selected by default.

Customer Code

Enter a customer code for which to display customer allowances, or click the Lookup button to select a customer code. This field is only enabled if you clear the All Billing Customers check box.

Name (Billing Customer)

Enter a customer name for which to display customer allowances, or click the Lookup button to select a customer name. This field is only enabled if you clear the All Billing Customers check box.

List (Billing Customers)

Click this button to display Billing Customer List, which allows you to select specific billing customers for which to display customer allowances. This button is only enabled if you clear the All Billing Customers check box. If you click this button and select billing customers, the check box to the right of the button is selected.

All Allowance Accounts

Select this check box to display customer allowances for all allowance accounts. This check box is selected by default.

Allowance Account

Enter an allowance account for which to display customer allowances, or click the Lookup button to select an allowance account. This field is only enabled if you clear the All Allowance Accounts check box.

Name (Allowance Account)

This field displays the name of the allowance account entered in the Allowance Account field.

Include All Allowance Types

Select this check box to display customer allowances for all customer allowance types. This check box is selected by default. For information on setting up customer allowance types, see Customer Allowance Type Maintenance.

Customer Allowance Type

Enter a customer allowance type for which to display customer allowances, or click the Lookup button to select a customer allowance type. This field is only enabled if you clear the Include All Allowance Types check box.

Name (Customer Allowance Type)

This field displays the name of the customer allowance type entered in the Customer Allowance Type field.

Periods/Dates

Select whether to display customer allowances for periods or dates.

All Periods

Select this check box to display customer allowances for all periods. This check box is only enabled if you select the Periods radio button.

From (Period)

Click the Lookup buttons to select the first period and year in a range of periods and years for which to display customer allowances. This field is only enabled if the All Periods check box is cleared and the Periods radio button is selected.

To (Period)

Click the Lookup buttons to select the last period and year in a range of periods and years for which to display customer allowances. This field is only enabled if the All Periods check box is cleared and the Periods radio button is selected.

All Dates

Select this check box to display customer allowances for all dates. This check box is only enabled if you select the Dates radio button.

From (Date)

Enter the first date in a range of dates for which to display customer allowances, or click the drop-down arrow to select the first date. This field is only enabled if the All Dates check box is cleared and if you select the Dates radio button.

To (Date)

Enter the last date in a range of dates for which to display customer allowances, or click the drop-down arrow to select the last date. This field is only enabled if the All Dates check box is cleared and if you select the Dates radio button.

Results Tab Fields and Buttons

Field or Button

Description

Customer Allowances

This grid displays customer allowances based on the criteria selected on the Inquiry tab, after you click the Show Data button in the ribbon. The Allowance Amount Remaining column displays the customer allowance amounts that should be included on a credit memo for each customer. Double-click a customer allowance to display Customer Allowance Detail Inquiry, which allows you to view invoice information for the customer allowance.