Accounts Receivable > Browses > Browse on Customers

Browse on Customers

You use this program to view details of customers currently defined.

Toolbar and menu

Field Description
Include  
Include Customer Balance Select this to display the current outstanding balance against each customer displayed in the listview.

Your selection is saved when you exit the program.

View  
By Branch By default, details of all customers are displayed in the listview.

This option enables you to indicate a specific Accounts Receivable branch for which you want to display customers in the listview.

Your last selected sequence is stored as the default (against your operator code) when next you load the program.

Branch Indicate the Accounts Receivable branch for which you want to display customer information in the listview. This applies only if you selected to View customers By Branch.

Notes and warnings

Restricted maintenance

  • You cannot maintain information displayed in this listview if access to the program is set to Browse only, but access to the corresponding maintenance program is not allowed (see Security Access).

eSignature considerations

Electronic Signatures provide security access, transaction logging and event triggering. This enables you to increase control over your system changes.

Access to the following eSignature transactions within this program can be restricted at Operator, Group, Role or Company level. You configure this using the eSignature Setup program.

eSignature Transaction Description
AR Customer added

Controls access to the Add new customer function of the Customers and Browse on Customers programs.

AR Customer changed

Controls access to customer maintenance in the Customers and Browse on Customers programs.

AR Customer deleted

Controls access to the Delete function in the Customers and Browse on Customers programs.

Password considerations

Password access to the following functions in this program may be defined in the Password Definition program. When defined, the password must be entered before you can access the function.

Field Description
AR Deletion of customers This password restricts access to deleting a customer using the Browse on Customers or Customers program.

Hints and tips

View customer balance

  • By default, the customer browse does not display the customer's account balance in the list view pane. However, you can use the Include menu option to show account balances.

View additional functions

  • Press Ctrl+F1 within a listview or form to view a full list of functions available.

  • Right-click on a tile or a category header within either the Navigation Pane or Favorites to view a full list of functions available.