Sage Accpac 5.6 Customer Inquiry

One of new features of Sage Accpac 5.6 is the new Customer Inquiry Screen. This screen replaces the old AR Inquiry which was from UniDevCo and then Sage. When you upgrade from previous versions, you must take care and run the additional program to migrate the data from the uni tables into the Sage Accpac database.

As you can see this one screen contains a tremendous amount of information. Of all of the tabs available, the one which is most important is the Credit Status.

The credit status tab gives you instant access to the potential credit issues with a customer, as it includes the “Pending” transactions such as order in order entry and invoices not yet posted in accounts receivable. In addition, you can run aging summaries as of any date by selecting how you want to age the account and provide the as of and cutoff dates.

Another feature of this screen is the ability to customize the screen for individual users. For example, if you don’t use optional fields or contract pricing, you can remove those tabs from your screen and walla you have a custom screen without programming!

An additional excellent use of this screen is the drill down capability on any of the transactions; orders, shipments, invoices, credit notes, debit notes, receipts and adjustments. Our clients who must follow up with their customers for payments and other information should be able to answer all customer questions from this screen. What a time saver and now without needing to access a different program to accomplish this.

All in all this new A/R Customer Inquiry Screen is excellent and will be used by our clients.

Connect Customers to Cash Flow with Customer Inquiry from Sage Accpac 5.6

One of the cool, new features of Sage Accpac 5.6 is the Customer Inquiry Screen. This screen replaces the old AR Inquiry which was originally a UniDevCo application before it was purchased by Sage.

Technical Sidebar: When upgrading from previous versions, take care to run the additional program to migrate the data from the “uni” tables into the Sage Accpac database.

As you can see below, this one screen contains a tremendous amount of information. Of all of the tabs available, probably the most valuable one is the Credit Status tab because you quickly get an understanding of a customer’s future cash flow value and whether you need to utilize the AR Collections module available in SageCRM to press for payment. Sage Accpac ERP truly is a seamless system that gives you a 360º view of your business if used properly. Are you using Sage Accpac to your full advantage?

The credit status tab gives instant access to potential credit issues with a customer. It even includes “Pending” transactions from order entry and invoices not yet posted in AR. You can run aging summaries as of any date by selecting how you want to age the account and providing the “as of” and cut-off dates.

Another nice feature of Customer Inquiry is its ability to be customized by you. Yes, we mean you! Example: if you don’t use optional fields or contract pricing in your business, you can remove those tabs from your screen to simplify the layout, in essence removing any non-essential items. This enables you to modify the look and feel of the screen to your heart’s content without you having to be a geeky programmer! How cool is that?

You also have drill down capability on any of the transactions in Customer Inquiry. Orders, shipments, invoices, credit notes, debit notes, receipts, adjustments – all can be viewed in more detail with a simple click of a drill down icon. If you need to follow up with your customers or answer their questions about invoices owed or paid, all of the information can be accessed from this wonderfully useful module inside Sage Accpac 5.6. What a time saver!

It just goes to show you how hard Sage works to pack value into Sage Accpac ERP and increase the return on your technology investments.  If you have any questions about Customer Inquiry or any functionality in Sage Accpac 5.6 or previous versions, please don’t hesitate to call one of our consultants at 512-990-3994.  

Working together we make one heck of a team!

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