Customer Inquiry

OBJECTIVE

The Customer Inquiry function is used to view all invoices, receipts, customer orders, contracts, liens and quotations for a customer. It also allows the user to visualize the certifications of a customer.

 

PREREQUISITE

• Customer Management

 

ICONS

Only the icons specific to this window are defined in the table below.

Icons	Title	Used to
	Display Customer Master Screen	Access the customer’s file in the Customer Management option.
	Open Contract Management	Access the contracts with the customer by the Progress Billing Contracts option.

 

Steps

maestro* > Invoicing > Analysis and Inquiry > Customers > Customer Inquiry

 

View information about a customer

It is possible to Display only outstanding invoices or to Display all invoices by selecting the appropriate icon. The Display Only Non-Transferred Entries and Display Only Transferred Entries icons are available for the invoicing sub-tabs of the Sales tab and for the Work Order tab. In the Configuration, it is possible to Exclude non-transferred transactions by checking the box. It is also possible to configure different colors according to the Status of the invoice. To quicken the display of the information on the screen, the user can limit the calculation of the collection delay by checking and filling the Calculate the recovery delay of the X last years field. Checking the At startup, do not display the last viewed customer field also keeps the displaying delay short.

1. Select a Customer Code.
2. View the information available on the customer.

In the Sales, Receipts, Orders, Contracts, Liens, Estimating and Work Order tabs, the user can double-click on a transaction do display its detailed information.

1. Description tab: This tab displays general information on the customer. This information was entered when the customer was created in Customer Management.

The Annual Sales section displays the total amount invoiced to the customer, without taxes, for the financial year specified. The accounts receivable aging (bottom of the screen) is calculated by current date. The Grand Total includes invoiced holdbacks and advances. The Non-transferred field contains the invoice amounts entered in maestro* that have not yet been transferred to accounting.

2. Sales tab: This tab displays the invoices entered by invoice type.

All of the fields displayed are those described in the corresponding invoice options. An analysis of sales by product is available by clicking on the Pivotal Sales/ Product Analysis icon.

1. Sales tab: This tab displays the invoices entered using the Enter a Sale, Point of Sale or Invoice Preparation (W/O) option.

You can activate a filter on the Invoice No. column by checking Filter on sales in Configuration. Users with access to the profitability of orders or sales can view sales cost postings by drilling down. The User can see the profitability of orders or sales field must be checked in Security Management, Access Restriction tab, Accounts Receivable - Invoicing section.

2. Contract Invoicing tab: This tab displays invoices entered using the Contract Invoicing or Prepare Progress Billing option.
3. Service Call Invoicing tab: This tab displays invoices entered using the Invoicing or Combined Invoicing option.
4. Customer Order Invoicing tab: This tab displays invoices entered using the Invoicing or Point of Sale Invoicing option.
5. Mortgage Invoicing tab: This tab displays invoices entered using the Homebuilder Sales option.
6. Cost+ Invoicing tab: This tab displays invoices entered using the Cost+ Invoicing option.
7. Receipts tab: This tab displays the payments made (transferred receipts only) on sales invoiced using the various options.
8. Orders tab: This tab displays all customer orders entered using the Customer Order option, regardless of their status in the system.
9. Contracts tab: This tab displays all Service contracts entered from the Service Management module.
10. Collection Delay tab: This tab displays the total sales for the month indicated and the collection delay applicable to these invoices.

The average recovery delay is calculated from the invoice date to the entry of the receipt. It does not include holdbacks.

3. Liens tab: This tab displays all liens entered using the Lien option.
4. Estimating tab: This tab displays all quotations entered using the Estimating menu.

The Selected column reproduces the result from the Selected column in the Customers tab of a Distribution Quotation, which means it identifies the customer that accepted the contract.

5. Billing Information tab: This tab displays invoicing information entered in the Billing Information tab of the Customer Management option.
6. Advance tab: This tab displays information on advances entered using the Cash Receipts option available in the Invoicing and Contractual Billing modules.
7. Work Order tab: This tab displays work orders entered in the Enter Work Orders option that are linked to the selected customer.
8. Certificates tab: This tab allows the user to consult the certifications of the customer. The certifications are entered in the Customer Management option by the Certifications by Customer icon.

It is possible to consult the documents related to a certification by double-clicking on the icon in the Documents column.

 

See also

• Enter a Sale
• Point of Sale
• Invoice Preparation (W/O)
• Contract Invoicing
• Prepare Progress Billing
• Invoicing (Service Call)
• Combined Invoicing
• Invoicing (Customer Order)
• Point of Sale Invoicing
• Invoicing (Cost+)
• Customer Order
• Lien Management
• Security Management
• Enter Work Orders

 

Last modification: November 12, 2024