Customer Detail List

Use the Customer Detail List function to produce a list of the information (customer's name, address, pay-to name, and balance information) stored in your customer records. To change customer information use the Customers function on the Setup and Maintenance menu.

1. Use the Data Filter to select the range of filtering options or leave the filter blank to include all available data.
2. Select the fiscal year from the Fiscal Year field.
3. Select whether to print the detailed view or summary view from the View list.
4. Select, if applicable, the Consolidate History for Bill-To Customers check box to consolidate bill-to customers' histories.
5. Select, if applicable, the Payment Method Detail check box to include payment method details in the list.
6. Select the sorting criterion from the Sort By section.
7. Click a command button to

Select	To
Print	Print the Customer Detail List using the selected criteria.
Output	Output the list as a PDF.
Send	Save the list as a PDF and attach it to an email using your default mail program.
Preview	Preview the Customer Detail List using the selected criteria.
Reset	Reset all fields and lists to their default selections.