From Service Central, select Process customer requests
ID
This field specifies the customer identification number.
Displays customer’s e-mail address.
Message (envelope)
This icon opens the Confirmation of Transaction – Summary – Message (e-mail) window where you can send a Transaction Summary. You must select Current Batch from the View drop-down list.
Print Transaction
This button sends the Transaction Summary report to the user’s designated location (for example, Screen or Printer). It is available in the Current Batch view if you are using the Batch Control option. You must select the batch that contains transactions for the selected customer.
Payment
This button opens the Payment Entry window. By default, the Pay Amount field auto-populates with the total amount due for any unpaid open item(s) and each open item displays with the order type, date, description, and balance due with the Pay option auto-selected for each item.
Type
Displays the source module or the transaction type.
Reference
Displays a number the system assigns to the transaction.
Ref Date
Displays the date the referenced transaction occurred.
Ref Description
Displays a description of the referenced transaction.
Note: A detailed description displays for Orders (OE) if your administrator has enabled 1st Line Desc. on Statement in the AR/Cash module. If this option is not enabled, only the transaction name, Order displays in this field.
Balance
Displays the amount the customer owes for the referenced transaction.
View
Specifies which requests are shown for the current customer ID:
■ All – Shows all customer requests for the specified customer ID.
■ Outstanding – Shows only outstanding customer requests for the customer ID.
■ Current Batch – Shows only requests in the current batch for the customer ID.
Total Due
Displays the total amount (balance) of all line items displayed.