Do you have trouble identifying your customers by their customer code? Would you like to be able to lookup or sort your customers by their Zip Code? Mail your Customer Statements presorted by Zip Code for Bulk Mailing Rates? RLZ - Lookup Customers By Zip Code allows programs in the A/R and Sales Invoicing/Order Entry modules to use F2-Lookup to find customers by Zip Code.

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 Zip Code in Accounts Receivable. Rebuild Keys will sort the record pointers by Zip Code, so that when the enhanced lookup is used, Zip Codes 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 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, Zip Code 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         |
                   |  Z - Zip Code Lookup                  |
                   +=======================================+

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

       +===============================================================+
       | Enter starting key: 30099                                     |
       +===============================================================+

If a starting key of 30099 was entered, the following lookup might display:

 + Zip Code = Customer Address 1 ====== Customer Name =========== CustID =+
 | 30099      956 Adams Drive           Paul P. Cannon            CANNOP  |
 | 30099      3456 Pleasant Road        Elizabeth A. Jones        JONESE  |
 | 30099      654 Pike Street           Susan S. Smith            SMITHS  |
 | 30211      98 Pleasant Valley Road   James R. Holloway         HOLLOJ  |
 | 30234      444 Elm Street            Christine Andrews         ANDREC  |
 | 30234      8989 Johnson Road         Robert M. Smith           SMITHR  |
 | 30303      908 Forest Drive          Dorothy Durand            DURAND  |
 | 30303      67 Andrews Drive          Joel S. Miller            MILLEJ  |
 | 30303      990 Benson Drive          Darryl Tracer             TRACED  |
 +========================================================================+

The Zip Code Lookup will display all customers sorted by Zip Code 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 Zip Codes 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 Zip Code, you should enter the letters in the same case as you originally entered the Zip Code.

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.