Lookup Customers

Overview

The QL Access screen can be accessed from the following screens:

The QL Use screen enables you to filter for specific records.

You can filter by Customer Number, Company, Name, City, State, Zip Code, PO Number, Invoice Number, and Active Customers. You can also choose to include Sub Customers.

If you are on the Customer Lookup field on the Invoice Review screen or the AR: Payments screen, you can type an 'i", followed by an invoice number, and the system will drop down the Customer Number related to the invoice.

Related Information

Key Functionality

Filter Criteria

You can filter by Customer Number, Company, Name, City, State, Zip Code, PO Number, Invoice Number, and Active Customers. You can also choose to include Sub Customers.

For information on grid functionality see Understanding Grids and Using the Filter Row Feature.