Improve collections and customer service by getting to the information you need fast!

You've got a customer on the phone asking about an invoice or check...meanwhile you're scrolling through screen after screen trying to find it.

You're thinking, "Why can't the computer find it for me?" Well now it can! With RIQ - Enhanced A/R Query just punch in the number, and presto!

It's on the screen! One more button and the entire invoice is displayed.

With RIQ - Enhanced A/R Query you get three fast ways of getting to the information you need: by invoice number, by filtering transaction information, or jump to the last transaction entered. Plus, for specific invoices see all the detail.

To use RIQ - Enhanced A/R Query, choose query customers from Accounts Receivable Processing options and enter the customer ID you wish to query. You will get additional prompts at the bottom of the screen as shown below:

+--------------------------------------------------------------------------------+
¦ARPROC2                        Query Customers             COMPANY ID: SP       ¦
¦05/11/95                  Software Professionals, Inc.     GENERATION #: 11     ¦
+--------------------------------------------------------------------------------+
|Customer ID.....: ANDERA                       ¦ Debit--------------------------|
|Customer Name...: Anita S. Anderson            ¦    Last Date          10/15/96 |
|Address.........: 321 Church Street            ¦    Last Amt            1122.54 |
|Address.........:                              ¦    YTD  Amt            2315.84 |
|City, ST........: Decatur, GA                  ¦ Credit-------------------------|
|ZIP Code........: 30078                        ¦    Last Date          10/26/96 |
|Telephone.......: 404/555-1212                 ¦    Last Amt            -120.24 |
|Telephone 2.....:                              ¦    YTD  Amt            -120.24 |
|Contact.........: Anita Anderson               ¦ Payments-----------------------|
|Salesperson.....: BBS                          ¦    Last Date          11/03/96 |
|Customer Class..: A      Dunning Notices.: Y   ¦    Last Amt            -200.00 |
|Account Type....: R      Service Chg Code: 3   ¦    YTD  Amt           -1003.11 |
|Terms Code......: 1      Print Statements: Y   ¦ Service Charges----------------|
|Sales Tax Code..: 001    Print Invoices..: Y   ¦    Last Date          01/01/00 |
|Discount Percent:   0.00 Price Code......: A   ¦    Last Amt               0.00 |
|Ship Addresses..: N      Status Code.....: 0 A ¦    YTD  Amt               0.00 |
|Credit Limit....:      1000.00                 +--------------------------------|
|Ship Via........:                              ¦  Balance               1192.49 |
|Balance Forward.:      1392.49                 ¦  Pending Sales         6614.32 |
|    Detail  Print  Filter  SI Dtl  Last  Goto  |  Adjusted Balance      7806.81 |
|                                                                                |
| F1-Help                                   F6-User Def.    F10-Done             |
+--------------------------------------------------------------------------------|

Filter

To view only the transaction that you want to see on the detail screen of the query, select F and press enter. After selecting Filter the following filter window is displayed:

+------- Set Filter-------+
¦All/Current :A           ¦
¦Invoice     :            ¦
¦Comment     :            ¦
¦Trans Type  :            ¦
¦**** All Trans Types ****¦
¦Product Code:            ¦
¦Transaction Date         ¦
¦  Beginning Date:  /  /  ¦
¦  Ending Date   :  /  /  ¦
¦Due Date                 ¦
¦  Beginning Date:  /  /  ¦
¦  Ending Date   :  /  /  ¦
¦Discount Date            ¦
¦  Beginning Date:  /  /  ¦
¦  Ending Date   :  /  /  ¦
+-------------------------+

Listed below is a description of what each option will do:

All/Current

Use this option to query all transactions or only current transactions.

Enter A for All and C for Current.

Invoice

Use this option to set a filter on which invoice numbers appear in the detail query. For example, if you enter 234, only invoice numbers with 234 in them will display on the query. Enter the numbers you desire to query.

Comment

Use this option to query only the detail that contains a specified comment. Enter your comment for query search.

Trans Type

Use this option to query only transactions with specified transaction types. When you are in this field, you must use the F2 lookup to select the transaction types to include in this query.

Transaction

Use this option to query by a range of transaction dates. Enter the dates Date: that apply to your query.

Due Date

Use this option to query by a range of due dates. Enter the dates that apply to your query.

Discount Date

Use this option to query by a range of discount dates. Enter the dates that apply to your query.

SI Dtl

View posted invoice detail by selecting S and pressing enter. You can then view a specific invoice from Sales Invoicing.

+- Inv#------Date-------P.O. Number------Customer Name------------CustID---+
¦ 023499 ¦ 10/15/96 ¦  123456        ¦ Anita S. Anderson         ¦ ANDERA  ¦
¦ 023450 ¦ 10/15/96 ¦  223569        ¦ Anita S. Anderson         ¦ ANDERA  ¦
¦ 023451 ¦ 10/16/96 ¦  109475        ¦ Anita S. Anderson         ¦ ANDERA  ¦
¦ 023452 ¦ 10/16/96 ¦                ¦ Anita S. Anderson         ¦ ANDERA  ¦
+--------------------------------------------------------------------------+

Last

To go directly to the last screen of the detail query, select the option Last, by selecting L and pressing enter. This is helpful when you have many transactions for a customer and need to view the most recent transactions.

Goto

To go directly to a specific transaction, select the option Goto by selecting G and pressing enter. When you select this option you are asked for an invoice number. Enter your invoice number you wish to query, the detail query will then start with this number.