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Process customer requests window

From Service Central, select Process customer requests

ID

This field specifies the customer identification number.

E-mail

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.

Type

This field displays the source module or the transaction type.

Reference

This field displays a number the system assigns to the transaction.

Ref Date

This field displays the date the referenced transaction occurred.

Ref Description

This field 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

This field displays the amount the customer owes for the referenced transaction.

View

Specifies which requests are shown for the current customer ID:

Total Due

This field displays the total amount (balance) of all line items displayed.

See Also

Service Central Windows

Payment entry window


ASI logo 10.6 Production Release. Updated 2/3/2006 4:08:02 PM
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