Do you remember what customer code represents a particular customer? If you have a lot of customers, you shouldn't have to try to recall what code you gave to a customer. All you should need to know is who the customer is, then be able to get to that information fast. Now you can find a customer by searching for the complete customer name using RIL - Lookup Customer By Whole Name.

Before the new enhanced lookup will display, a new option, Rebuild Keys, must be run. This process creates special auxiliary files that contain record pointers to your Customer Name in Accounts Receivable. Rebuild Keys will sort the record pointers by Customer Names, so that when the enhanced lookup is used, Customer Names starting with the same characters will be grouped together, regardless of the Customer Id.

To run Rebuild Keys, select Set Module Options from the Maintenance programs for Accounts Receivable, then select Set Lookup Options:

+--------------------------------------------------------------------+
|+==================================================================+|
||ARMAINT2         Maintain A/R Options            COMPANY ID: SP   ||
||07/10/96        Software Professionals, Inc.     GENERATION #: 62 ||
|+==================================================================+|
|                                                                    |
|           +=========== Program Options ===========+                |
|           |  O - Set Module Options               |                |
|           |  P - Set Printer Assignments          |                |
|           |  L - Set Lookup Options               |                |
|           +=======================================+                |
+--------------------------------------------------------------------+

After selecting Set Lookup Options, the following screen will display:

+--------------------------------------------------------------------+
|+==================================================================+|
||ARMAINT2             Set Lookup Options          COMPANY ID: SP   ||
||07/10/96         Software Professionals Inc.     GENERATION #: 62 ||
|+==================================================================+|
|                                                                    |
|                 +======== Lookup Options ==========+               |
|                 |  R - Rebuild Keys                |               |
|                 +==================================+               |
+--------------------------------------------------------------------+

Rebuild Keys will normally only be run when first installing the enhancement. The amount of time required for this process varies depending on the size of your customer files and your hardware/software configuration. For other cases when this option must be executed, see documentation for RCK -Enhanced Customer Lookups.

After creating special auxiliary files with Rebuild Keys, Customer Name Lookup will be available whenever F2 Lookup is used at as Customer Id field.

When F2 Lookup is pressed on a Customer Id field, the following menu will appear:

+=========== Lookup Options ============+
|  P - Peachtree Default Lookup         |
|  N - Customer Name Lookup             |
+=======================================+

If you have other Lookup Enhancements, they will also be shown on the above menu. If N - Customer Name Lookup is selected, you will be prompted for the Starting Key.

+===============================================================+
| Enter starting key: Gloria                                    |
+===============================================================+

If a starting key of Gloria was entered, the following lookup might display:

+ Customer Name             Customer Address 1        CustID =+
| Gloria S. Cooper          37 North Avenue           COOPEG  |
| James R. Holloway         98 Pleasant Valley Road   HOLLOJ  |
| Joanne Marshall           432 St. John Blvd.        MARSHJ  |
| Joel S. Miller            67 Andrews Drive          MILLEJ  |
| Jonathan S. Fields        878 Windham Way           FIELDJ  |
| Kathy Henderson           77 River Road             HENDEK  |
| Lisa R. Williams          67 Dunwoody Place         WILLIL  |
| Michael H. Johnson        123 Oak Street            JOHNSM  |
| Mrs. Fremont Duncan       180 Oakridge Drive        DUNCAF  |
+=============================================================+

The Customer Name Lookup will display all customers sorted by Customer Name, starting with the entry you have made, or at the beginning of the file if the starting key is left blank.

Use the arrow keys to highlight the desired customer and push Enter to select it. Push Escape to exit without choosing a customer. Push PageUp to see customers that come before those displayed in the box and push PageDown to see customers that come after.

Please note that an upper case letter is different than a lower case letter. When names are sorted, all upper case letters come first and then come lower case letters. The sorting sequence for letters and numbers is as follows:

  1234567890ABCDEFGHIJKLMNOPQRSTUVWYZabcdefghijklmnopqrstuvwyxz

If you are trying to look up a name, you should enter the letters in the same case as you originally entered the customer's name.

For even more dynamic Lookup boxes for Accounts Receivable, REL - Expanded Customer Lookups can be combined with this enhancement to customize your F2 Customer lookup to display exactly the information you need to see! Great for checking Customer Balances, Credit Limits, or Last Payment information. You can customize options to display from over 40 different fields! For more information on this powerful tool, see documentation for REL - Expanded Customer Lookups.