The following describes how you access basic customer and supplier information and how you can drill down to more detailed information.
The enquiry routines for customers and suppliers are identical. The instructions below describe the Customer enquiry. To access supplier information, substitute customer with supplier in all routines, commands, and results outlined in this example.
For more information about working with customers and suppliers in DC1, see About working with customers, and About working with suppliers respectively.
Note: Before you use the customer or supplier structure enquiry routines, make sure that you familiarise yourself with the standard routine for object enquiry described in About working with objects in DC1 Analyser, where you will find full details of the Multimedia functionality. See Getting started in DC1 Analyser for information about creating shortcuts to favourite functions.
Viewing customer information
- Select the Customers menu item in the Supply Chain Analysis or Financials Analysis sub-menu, Object categories list, or All functions list. (Note: To work with supplier information, Select the Suppliers menu item.)
- You access the Customer browser window. If you want to narrow down and run a customer search, you can complete one or more of the following entry fields:
- Code
- Enter the short code of the customer.
- Name
- Enter the full name of the customer.
- Area
- Select the customer area.
- Categories
- Select the customer category.
- Country
- Select the customer country.
- You view the results of the search in the table list in the Customer browser window:
- Select the customer and choose Select or Select menu item customer.
- Or, click the customer with the right mouse button and choose Customer/Show/Details.
- You view the Customer enquiry window. From this window, you have access to a large amount of information from the Business partner file.
- Basic data
- Classification
- Invoicing information
- Addresses, where you can view the registered address for the customer
- Credit information
- Profitability information, if such has been generated for the customer via the Profitability Analysis Tool
Click Find to run the search.
To access more customer information, do as follows in the Customer browser window:
Toggle the following pages to browse, and in some cases, drill down to further information.
The following commands are also available from the menu bar and when you click the right mouse button on a customer in the Customer browser / Supplier browser window, allowing you to view even more information about the customer / supplier. Some are also accessible by clicking an icon.
Commands from Customer browser
| Choose | Or Click Icon | Result |
|---|---|---|
| Customer/Show/Details | You open the Customer enquiry window for the customer. | |
| Customer/Show/Balances |  |
You view the historical balance on the customer account. |
| Customer/Show/Payment statistics |  |
You view the customer payment statistics. |
| Customer/Show/Agreements |  |
You view an Object browser window in which you can select an agreement to view in detail. |
| Customer/Show/Transactions/Ascending/All |  |
You open the A/R Transaction browser in which you can view all transactions (settled, open and/or expired) for the customer in ascending chronological order. |
| Customer/Show/Transactions/Ascending/Open | You open the A/R Transaction browser in which you can view all open customer transactions in ascending chronological order. | |
| Customer/Show/Transactions/Ascending/Settled | You open the A/R Transaction browser in which you can view all settled customer transactions in ascending chronological order. | |
| Customer/Show/Transactions/Descending/All | You view all customer transactions in descending chronological order. | |
| Customer/Show/Transactions/Descending/Open | You view all open customer transactions in descending chronological order. | |
| Customer/Show/Transactions/Descending/Settled | You view all settled customer transactions in descending chronological order. | |
| Customer/Show/AR Time Axis | You view the debtor’s balances by month, week or day in system and reporting currency. An exclamation mark indicates an overdue debt. This overdue status appears when the customer reaches a combination of the Max overdue days and amount (indicated in the Credit profile table). You also have the option to view the totals in Graphical format and, if there is no Overdue debt, hide the lines that do not hold a balance. | |
| Customer/Show/Credit information | You view the customer’s credit information, from the A/R transaction enquiry, outlining the balances, payment statistics and credit time axis info. | |
| Customer/Show/Address |  |
You open the Address view window in which you can view the full main address for the customer. |
| Customer/Show/All addresses | You view all addresses registered for the customer. | |
| Customer/Show/Phone lines |  |
You view all phone information for the customer (i.e. any fax or telephone numbers). |
| Customer/Show/Orders/Ascending |  |
You open the Sales order browser where you view the sales orders for the customer in ascending order. |
| Customer/Show/Orders/Descending | You open the Sales order browser where you view the sales orders for the customer in descending order. | |
| Customer/Show/Invoices/Ascending | You view all invoices for the customer in ascending order. | |
| Customer/Show/Invoices/Descending | You view all invoices for the customer in descending order. | |
| Customer/Show/Quotations | You view any quotations for the customer. | |
| Customer/Show/Notes/Sales related | You view any sales related notes attached to the customer. | |
| Customer/Show/Notes/Purchase related | You view any purchase related notes attached to the customer. | |
| Customer/Show/Business partner request | You view any business partner requests for the customer | |
| Customer/Show/Business partner structure | You view any business partner structures for the customer in the holding company. These structures outline the parent customers and subsidiary tiers. They are used to establish the best possible sales price of items as well as reference information that pertains to its credit profile. | |
| Customer/Show/Profitability details |  |
You view the profitability details for the customer, if any exist. |
Commands from Supplier browser
| Choose | Or Click Icon | Result |
|---|---|---|
| Supplier/Show/Details | You open the Supplier enquiry window for the supplier. | |
| Supplier/Show/Balances | |
You view the historical balance on the supplier account. |
| Supplier/Show/Payment statistics | |
You view the payment statistics for the supplier. |
| Supplier/Show/Agreements | |
You view an Object browser window in which you can select an agreement (if any) to view in detail. |
| Supplier/Show/Transactions/Ascending/All | |
You open the A/P Transaction browser where you can view all transactions (settled, open or and/or expired) for the supplier in Ascending chronological order. |
| Supplier/Show/Transactions/Ascending/Open | You open the A/P Transaction browser where you can view all Open transactions for the supplier in ascending order. | |
| Supplier/Show/Transactions/Ascending/Settled | You open the A/P Transaction browser where you can view all Settled transactions for the supplier in ascending order | |
| Supplier/Show/Transactions/Descending/All | Same as Supplier/Transactions/Ascending/All above, but you view the transactions in descending order. | |
| Supplier/Show/Transactions/Descending/Open | Same as Supplier/Transactions/Ascending/Open above, but you view the transactions in descending order. | |
| Supplier/Show/Transactions/Descending/Settled | Same as Supplier/Transactions/Ascending/Settled above, but you view the transactions in descending order. | |
| Supplier/Show/Address | |
You open the Address view window where you can view the Supplier’s main address. |
| Supplier/Show/All addresses | You open the Addresses window where you can view all addresses registered for the supplier. | |
| Supplier/Show/Phone lines | |
You view all phone information for the supplier (i.e. any fax or telephone numbers). |
| Supplier/Show/Orders/Ascending | |
You open the Purchase order browser where you view the purchase orders for the supplier in ascending order. |
| Supplier/Show/Orders/Descending | You open the Purchase order browser where you view the purchase orders for the supplier in descending order. | |
| Supplier/Show/Text/Sales related | You view sales-related notes (if any). | |
| Supplier/Show/Text/Purchase related | You view purchase-related notes (if any). | |
| Supplier/Show/Business partner request | You view any business partner requests for the supplier. | |
| Supplier/Show/Business partner structure | You view any business partner structures for the supplier in the holding company. These structures outline the parent supplier and subsidiary tiers. They are used to establish the best possible purchase price of items. |