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AR Inquiry
Product Description
A collection of programs designed to make it easy and convenient
to query and control customer data from ACCPAC Accounts Receivable. Like
Item Inquiry, its counterpart for item data,
AR Inquiry is "one-stop shopping" for all customer data. It
includes:
Customer Inquiry - all customer data on a
single, multi-tab display
AR Document Inquiry
- display posted AR documents
Customer Filter -
select customers to view or manage based on specific criteria,
balances and recall dates
Available separately and as part of the
UniDevCo Productivity Suite.
Key Features
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All customer details and
customer related data in one convenient multi-tab display
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Look up documents by document number, including AR documents
which have been transferred to Sales Analysis history and cleared from AR
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Quickly and easily view customers' complete credit and contact history
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An excellent customer contact and management tool -
add categorized (user definable) comments with recall and expiry dates on the fly
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Familiar ACCPAC starting and ending input with finders for the
customer filer list - get only the customers you need to work with now
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Filter customers to view/contact by group, national account,
customer, terms and recall date range as well as other criteria (see graphic
below)
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Part of UniDevCo's
Live Desktop - auto display customer details
from OE order/invoice processing
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Direct link to ACCPAC Accounts Receivable for immediate, up to
date display of customer data
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Hot Buttons
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Excellent tool for collection calls, including categorized notes
by user with recall and expiry dates
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One-stop shopping for all customer details, statistical
information and documents
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Look up AR documents by document number
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Check customers' credit standing while entering orders
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Customers' current credit standing can include Open Orders,
Write-offs, and Un-posted Receivables
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Easy access to customer statistics like Average Days to Pay,
Returned Checks, Write-offs and more
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Customer Inquiry
Inquiries on all customer details, transactions and documents.
(click on image to
enlarge)
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Complete customer
details on a single display eliminating the need to hunt through ACCPAC or paper
files including:
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Customer data not
yet available in AR, such as OE orders and invoices not yet day-ended |
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AR documents in batches not yet posted. |
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Item sales history detail and summary by period |
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Item contract pricing |
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Monthly sales statistics |
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Open orders in Order Entry |
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Customer notes |
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And much more |
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Enhanced credit check
provides a complete picture of a customer's current standing including un-posted
or non-day-ended transactions and open orders
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Show write-off amounts
to warn of previous problems
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Categorize comments for
specific tasks like admin, collections or sales so you can view only those of
interest
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Improve customer service
and credit management with immediate access to key data
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Live link from Order
Entry or Accounts Receivable to immediately determine customer standing
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User definable settings
allow you to
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Hide tabs and information you do not want to see |
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Customize your own display according to your needs |
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AR Document Inquiry
Document look-ups including Accounts Receivable Invoices by
invoice number.
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Find any AR document by document number without knowing the customer
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Easily scroll through all documents with navigation buttons
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Find documents in
UniDevCo Sales Analysis (if installed) even if they are purged from
ACCPAC
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Easily drill down to more customer detail in Customer Inquiry at the push of a
button
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Customer Filter
Create a list of customer meeting specific criteria allowing you
to focus on only those clients.
(click on images to
enlarge)
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Limit your search to
customers with
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Transactions over a specified number of days |
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Average days to pay over a specified number of days |
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Other key criteria |
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Filter your list based
on several criteria
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Customer, national Account or Group |
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Terms Code |
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Follow up date |
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 For AR Inquiry 5.2
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Customer Inquiry
- Added Comments Tab
- Added OE Shipments Tab
- Added Print Button
- Format phone numbers
- Added YTD Sales, Last YTD Sales and Last Activity Date on
Activity tab
- Added Retainage data on Profile tab
- Added OE Shipments to Credit Check tab
- Changed name of OE Credits tab to OE Credits/Debits
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Customer Filter
- Added Print Button
- Added Territory, Salesperson and Account Set filter
- Added Customer Fax to Filter display
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AR Document Inquiry
- Format phone numbers
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To save these files, right click on the link and select
"Save Target As...."
Download
AR Inquiry
View or download
How to use AR Inquiry as a Collections Tool
(PowerPoint Slide Show)
View or download
Product Catalogue
View or download
AR Inquiry Manual
Request a
printed catalogue.
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