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:

From the Maintenance menu, select Customer to display the Customer Maintenance window.
In the Customer field, enter the customer's name to display the customer record.
Select Additional > PriceLines to display the Price Line Selection dialog box
In the Price Line Code column, enter each price line the customer uses.

The Price Line Description column displays the full name of the price line.

To save this list for use with other customers, select File >Save List, enter a name for the list at the prompt, and click OK.
To save the list for this customer only, select File >Save and Close, and click Yes at the prompt.

To edit a price line list:

From the Maintenance menu, select Customer to display the Customer Maintenance window.
In the Customer field, enter the customer's name to display the customer record.
Select Additional > PriceLines to display the Price Line Selection dialog box
If the list you want does not display, do one of the following:

Select File >Recall to display previously saved list. Select the price line from the list and click OK.
Select File >Recall All to display all price lines.

To...	Do the following...
clear the price line list	select File > Clear.
change an entry	select the row you want to change and then select a price line from the list.
find a price line in the list	right-click in the table and select Search. Enter the price line you want to find at the prompt, and click OK.
print the table	right-click in the table and select Save Table. Browse to the location to save the file, give the file a name, and click Save.
save the table as a file on your computer.	right-click in the table and select Print Table
create a graph of the data in this table	right-click in the table and select Create Graph.
add a price line within the table	right-click in the table and select Insert Row. A blank row displays above the row selected. Enter the price line.
delete a price line from the table	right-click in the table and select Delete Row.