Locating customer account information is a fundamental task. There are two primary methods to find this data, and both will lead you to the same destination. Your choice of method depends on the information you have available at the time.
How to locate account information (Option 1)
1. Enter 5 for “Accounts Receivable” and hit enter.
2. Enter 1 for “Customer Master File Inquiry” and hit enter.
3. Input “1” for the Company (this will never change) and hit the plus sign until you get to “Word Search”.
4. In Word Search, use any key words you may have to locate the account information and push enter.
a. Some customers have a Location or Shipping ID on the PO
b. You can search by the customer name, then search the City and State as well.
5. Once the “Customer Look-up” screen populates, hit F6 to change the view from “Bill to City” to “Ship to City”.
6. Locate the line that has the matching City, State, and customer name/number.
7. The information you need will be the number in the “Cust” column, the numerical branch code in the “Br” column , and the alphabetized branch code in the “SHL” column.
a. EX. 103941 5 SAC
How to locate account information (Option 2)
1. Enter 5 for “Accounts Receivable” and hit enter.
2. Enter 4 for “Customer Master File Maintenance” and hit enter.
3. Input “1” for the Company (this will never change) and hit the plus sign until you get to “Word Search”.
4. In Word Search, use any key words you may have to locate the account information and push enter.
a. Some customers have a Location or Shipping ID on the PO
b. You can search by the customer name, then search the City and State as well.
5. Delete any extra info out
6. Once the “Customer Look-up” screen populates, hit F6 to change the view from “Bill to City” to “Ship to City”.
7. Locate the line that has the matching City, State, and customer name/number.
8. The information you need will be the number in the “Cust” column, the numerical branch code in the “Br” column , and the alphabetized branch code in the “ShL” column.
a. EX. 103941 5 SAC
9. To double check, put an X on the line
10. Hit Enter
11. Hit Enter again
12. Hit F8 for the default shipping address
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