Customer Lookup Inquiry

Menu Path: Accounts Receivable $Images\bluerarw.gif$ Inquiries $Images\bluerarw.gif$ Customers $Images\bluerarw.gif$ Customer Lookup Inquiry

Purpose

View customer information.

Overview

Use Customer Lookup Inquiry to look up customer information.

Using the Inquiry

To view customer information:

Click the Lookup button for the Lookup By field, and select a method for searching for customers. If you want to display all customers, you can leave the default value of All Customers, and skip to step 3.
Enter a value for which to find customers in the Value field based on the search method selected in step 1.
Click the Show Data button in the ribbon. Customers display in the Customers grid.
Double-click a customer in the Customers grid to display customer information below the grid. For more detailed information, select a customer, and then click the Customer button in the ribbon.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Customer Lookup Inquiry window.
Show Data	Click this button to display customers in the Customers grid based on the selected criteria.
Customer	Click this button to display Customer Maintenance, which allows you to view and update information for the selected customer. Note If you are not authorized to use Customer Maintenance, the Customer Inquiry window appears instead, and allows you to view information for the customer.

Inquiry Tab Fields and Buttons

Field or Button	Description
Lookup By	Click the Lookup button to select a method for searching for customers. This field defaults to All Customers, which indicates that all customers are displayed in the Customers grid if you click the Show Data button in the ribbon. If you select a different search method, you must enter a value in the Value field.
Value	Enter a value for which to find customers based on the selection in the Lookup By field.
Customers	This grid displays customers that meet the search criteria after you click the Show Data button in the ribbon. Double-click a customer to display customer information below the grid. Note This grid is cached to improve performance. You cannot sort, filter, group, graph, or summarize data in this grid.
Customer Name	This field displays the customer name for the selected customer.
Billing Customer Code	This field displays the billing customer code of the billing company for the selected customer.
Customer Code	This field displays the customer code for the selected customer.
Credit Customer Code	This field displays the customer code of the credit company used by the selected customer.
Address 1	This field displays the first line of the address for the selected customer.
Group ID	This field displays the customer group for the selected customer.
Address 2	This field displays the second line of the address for the selected customer.
Sales Representative	This field displays the sales representative assigned to the selected customer.
City	This field displays the city for the selected customer.
Customer Division	This field displays the customer division for the selected customer.
State	This field displays the state for the selected customer.
Postal Code	This field displays the postal code for the selected customer.
Location	This field displays the location of the default ship-from warehouse for the selected customer.
Country	This field displays the country for the selected customer.
Territory	This field displays the territory for the selected customer. Territory is another method of grouping customers.
Phone	This field displays the phone number of the selected customer.