Menu Code: BCS Accounting/Finance - Accounts Receivable, Accounting/Finance - Order Management, Accounting/Finance - Cash, Sales/Pricing - Sales, Sales/Pricing - Pricing

A searchable list of customers.

Actions

Action	Description
Attachments	View attachments for the selected customer
Add	Shows the Add Customer form
Edit/View	(In footer) Opens the Customer (CUS) entry form for the selected customer
Orders	(In footer) Zooms to Browse Orders (BOR), focus of orders for the selected customer
Invoices	(In footer) Zooms to Browse Sales Invoices (BSI), focus on invoices for the selected customer
Holds	(In footer) Opens the Active Customer Holds form for the selected customer

Zoom Links

Column	Zoom Link
CustCode	Customers (CUS), for the selected customer
HasAlert	Browse Alerts (BLT), focus of unresolved alerts for the selected customer
OrdCount	Browse Orders (BOR), focus of orders for the selected customer
InvcCount	Browse Sales Invoices (BSI), focus on invoices for the selected customer
PriceBook	Price Books (PBK), for the specified price book

Columns

Index	Visible	Field Name	Caption	Usage / Description
1	Yes	CustCode	Code	Customer Code (AAANNN)
2	Yes	AltKey	AltKey	Alternate Customer Name or Reference (i.e. International Business Machines = "IBM")
3	Yes	CustName	Name	Customer Name
4	No	ParentCode	Parent	Parent Customer Code
5	No	ParentName	Parent Name	Parent Customer Name
6	No	CustAddress	Address	Customer Address
7	Yes	CustCity	City	Customer City
8	Yes	CustState	ST	Customer State (2 Digit Code)
9	No	CustZip	Zip	Zip Code
10	Yes	StartDate	Start Date	Customer Start Date (Date the customer became a customer)
11	Yes	CustActive	Act	Active Checkbox (Green Check = True)
12	Yes	OrdCount	Ords	Order Count for Customer
13	Yes	InvcCount	Invc	Customer Invoice Count
14	Yes	OrdUSD	Ordered	Sales Order Amount USD
15	Yes	PendUSD	Pending	Pending USD for Customer
16	Yes	BillingsUSD	Billings	Total Billings for Customer USD
17	Yes	CashRecUSD	Cash Rec	Total Cash Received for Customer USD
18	No	CashUnAllocUSD	Cash UnAlloc	Cash Unallocated for Customer USD
19	Yes	DueUSD	Due	Due Amount in USD
20	No	OpenUSD	Open	Amount Open from Customer USD
21	No	CreditUSD	Credit Bal	Credit Balance for Customer USD
22	No	PickCost	Pick Cost	Total cost of picked items
23	No	GrossProfit	Gross Profit	Total Profit Amount = Revenue-COGS
24	No	GrossMargin	Gross Margin	Percent left over after paying all related direct expenses = (Revenue-COGS)/Revenue
25	Yes	Stage	Stage	Customer Stages: 1=Assess, 2=Admin, 3=Affirm, 4=Activate, 5=Acclimate, 6=Accomplish, 7=Adopt, 8=Advocate
26	No	StageDesc	Stage Desc	Description/Name of the customer stage
27	No	StageDate	Stage Date	Last date and time when the stage changed
28	Yes	StageDays	Days	Number of days since the last stage change
29	Yes	OnHold	Hold	Customer Hold Status, Green Check if on hold
30	Yes	LastOrd	Last Ord	Last Order Date
31	Yes	LastInvc	Last Invc	Last Invoice Date
32	Yes	DefOT	OT	Default Order Type for Customer
33	No	CustCountry	Country	Customer Country
34	No	SalesMgr	Sales Mgr	Sales Manager (FOURA User ID)
35	Yes	SalesMgrName	Sales Mgr Name	Sales Manager Name
36	No	AcctMgr	Acct Mgr	Account Manager (FOURA User ID)
37	Yes	AcctMgrName	Acct Mgr Name	Account Manager Name
38	Yes	PriceBook	Price Book	Price Book Code
39	No	BookName	Price Book Name	Price Book Description
40	No	CustVatNo	VAT No	Value Added Taxation Number for Customer
41	Yes	AddDate	Add Date	Add Date
42	No	CreditLimit	Credit Limit	Credit Limit
43	No	TrxLimit	Trx Limit	Transactional Limit (Per Sales Order)
44	No	DUNSCode	DUNS	Dunn & Bradstreet Code (Credit Check)
45	No	CustID	ID	Customer Identification Number (Systemic)
46	No	ParentID	ParentID	Parent Customer Identification Number (Systemic)
47	Yes	HasAlert	Alert	Has Unresolved Alert Indicator (Green Check = True)
48	No	TaxExempt	TaxE	Is customer tax exempt (Green Check = Yes)
49	No	TaxEntityUseCode	Use Code	Tax Entity Use Code used to group similar customers for tax exemption purposes and link them to tax rules (Avalara)
50	No	EntityUseName	Use Name	Name of the tax entity use code used to group similar customers for tax exemption purposes and link them to tax rules (Avalara)
51	No	DefBUnit	DefBUnit	Default Business Unit for new documents
52	No	DefBUnitName	DefBUnitName	Default Business Unit Name
53	Yes	AvgPaidDays	AvgPaidDays	Average days to pay in full (between Invoice date and last cash receipt date)
54	No	DefTerm	DefTerm	Default Customer Payment Term Code
55	No	TermDes	TermDes	Payment Terms Description
56	No	TermDays	TermDays	Term Payment days

Security

The following default roles can use this form:

Role	Allowed Actions
rl_Accounting	View
rl_CustomerEntry	View
rl_FinRead	View
rl_OrderEntry	View
rl_Sales	View
rl_SalesManager	View
rl_ARRead	View
rl_CashRead	View
rl_CustomerAddr	View