Creating Price Line Lists for Customer Reports

If you attach price lines to your customers' maintenance records, you can then limit customer-related reports to the specific price lines they use.

To create a price line list for customer reports:

  1. From the Files menu, select Customer to display the Customer Maintenance screen.

  2. In the Customer/New field, enter the customer ID to display the customer record.

  3. Use the Lines hot key to display the Price Line Selection screen.

  4. Enter each price line the customer uses in the space provided.

  5. To save this list for use with other customers, use the Save hot key to display a prompt.

  6. At the Save Work ID prompt, type a code that describes the list of price lines and press Enter.

  7. Press Esc to save the list and return to the Customer Maintenance screen.

To edit a price line list:

  1. From the Files menu, select Customer to display the Customer Maintenance screen.

  2. In the Customer/New field, enter the customer ID to display the customer record.

  3. Use the Lines hot key to display the Price Line Selection screen.

  4. If the list you want does not display, use the Recall hot key to display the Recall Work ID prompt. . Type the work ID of a previously saved list, or press F10 and select it from a list and press Enter.

  1. Edit or add to the list as  follows:

Note: Do not use the Backslash, Spacebar, or Delete key to delete entries. These methods leave a blank line that the cursor cannot move past.

  1. To add a new price line on a blank line, enter the price line ID.

  1. Press Enter to move the cursor to the next line.

Also, press Enter after entering the last piece of data.

  1. Use the following hot keys, as needed:

Hot Key

Description

Move

Select the item to move. Use the Move hot key. Move the cursor to the new position for the item and press Enter. The item is inserted at the cursor.

Clear

Clears the list from the screen, removing all price lines for this customer. You are prompted for conformation.

Sort

Sorts the list in one of the following ways:

  • Alphabetic or numeric order by code.

  • Alphanumeric order by Description.

Save

Saves the list for later recall.

Recall

Displays a previously saved list.

Recall All

Displays all the price lines in the system. Use after deleting the current list by using the Clear hot key.

  1. Press Esc to return to the Customer Maintenance screen.

See Also:

End of Month Reports Overview

Creating Customer Records