If you have more than a few customers, you don't want to spend your time remembering a customer code. Wouldn't it save you time if you could quickly lookup, or sort, by something easier to remember, like the contact person? RLC - Lookup Customer By Contact allows both the A/R and Sales Invoicing programs to lookup a customer by Contact!

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 Contact in Accounts Receivable. Rebuild Keys will sort the record pointers by Contact, so that when the enhanced lookup is used, Contacts 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, A/R Contact Lookup will be available whenever F2 Lookup is used at a Customer Id field.

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

                   +=========== Lookup Options ============+
                   |  P - Peachtree Default Lookup         |
                   |  C - Contact Lookup                   |
                   +=======================================+

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

       +===============================================================+
       | Enter starting key: Cathy                                     |
       +===============================================================+

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

+ Contact ================= Customer Name ====== Customer Address 1 = CustID =+
| Cathy Turner              Catherine M. Turner  1212 Pine Cone Way   TURNEC  |
| Chris Andrews             Christine Andrews    444 Elm Street       ANDREC  |
| Chuck Gray                Charles A. Gray      3211 Summerville Roa GRAYC   |
| Darryl Tracer             Darryl Tracer        990 Benson Drive     TRACED  |
| Dorothy Durand            Dorothy Durand       908 Forest Drive     DURAND  |
| Gloria Cooper             Gloria S. Cooper     37 North Avenue      COOPEG  |
| Jim Holloway              James R. Holloway    98 Pleasant Valley R HOLLOJ  |
| Joanne Marshall           Joanne Marshall      432 St. John Blvd.   MARSHJ  |
| Joel Miller               Joel S. Miller       67 Andrews Drive     MILLEJ  |
+=============================================================================+

The A/R Contact Lookup will display all customers sorted by Contact 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 contacts 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 customer by contact, you should enter the letters in the same case as you originally entered the contact.

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.