Do you spend your precious time trying to identify a customer by a customer code you can never remember? Wouldn't it be easier to lookup, or sort, your customer by their salesperson? RLS - Lookup Customer By Salesperson allows programs in the A/R and Sales Invoicing/Order Entry modules to lookup a customer by Salesperson.

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 Salesperson in Accounts Receivable. Rebuild Keys will sort the record pointers by Salesperson, so that when the enhanced lookup is used, Customer Salesperson starting with the same characters will be grouped together, regardless of the Customer Id.

To run Rebuild Keys, select O - 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 L - 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, Lookup Customer By Salesperson 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         |
                   |  S - Salesperson Lookup               |
                   +=======================================+

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

       +===============================================================+
       | Enter starting key: GMC                                       |
       +===============================================================+

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

  + Salesper Customer Name =========== Customer Address 1 ====== CustID =+
  | GMC      Christine Andrews         444 Elm Street            ANDREC  |
  | GMC      Paul P. Cannon            956 Adams Drive           CANNOP  |
  | GMC      Dorothy Durand            908 Forest Drive          DURAND  |
  | GMC      Kathy Henderson           77 River Road             HENDEK  |
  | GMC      Michael H. Johnson        123 Oak Street            JOHNSM  |
  | GMC      Elizabeth A. Jones        3456 Pleasant Road        JONESE  |
  | GMC      Joel S. Miller            67 Andrews Drive          MILLEJ  |
  | GMC      Robert M. Smith           8989 Johnson Road         SMITHR  |
  | GMC      Susan S. Smith            654 Pike Street           SMITHS  |
  +======================================================================+

The Salesperson Lookup will display all customers sorted by Salesperson 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 salespersons 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 salesperson, you should enter the letters in the same case as you originally entered the salesperson.

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