Displaying the Debtor Inquiry Screen

You are here: 4. Point of Sale > 4.4. POINT OF SALE Menu: Transaction Processing > 4.4.1. Point of Sale - Sales Desk Inquiries > 4.4.1.2. Sales Desk Inquiries - Debtor > Displaying the Debtor Inquiry Screen

Displaying the Debtor Inquiry Screen

You can make an inquiry on a debtor (customer) either before or during the POS sales process.

To make a debtor inquiry before the sales process:

Select POINT OF SALE | SALES DESK INQUIRIES | DEBTOR.

Technical Tip

To make a debtor inquiry during the sales process, you enter a Debtors Number as part of the docket creation process. Micronet displays the Enter Transaction screen. Select EDIT | HEADER to display the Transaction Header screen, then select EDIT | INQUIRY to display the Debtor Inquiry screen. For more information, refer to "Point of Sale - Docket Creation".

Micronet displays the Debtor Selection screen.

Select an existing debtor.

If you have more than one screen of debtors, you can use a partial key search. For more information, refer to "Using Partial Key Searches".

Technical Tip

2.8 Feature

Once you have selected a debtor on the Debtor Selection screen, you can press the F11 hotkey to display a debtor summary. More information about this summary is provided below.

Select the Exit button when you have finished.

Optionally, select to sort the list of debtors using the options under the SORT menu.

You can sort debtors by ID, name, sales territory, salesperson, run class, class or phone.

Alternatively, escape the Debtor Selection screen and enter the ID of an existing debtor.

Micronet displays the Debtor Inquiry screen with the details of the debtor you selected.

This screen displays the following details:

	Field	Value
	Debtors Number	The debtor number you are inquiring on. You can delete this and press Enter to choose another debtor number.
	Text	Any text entered against the debtor on the Debtor master file.
	Debtors Name	The name of the debtor you are inquiring on.
	Postal Address 1, 2, 3, 4, 5	Up to five lines of the debtor's default postal address, e.g. unit number, street address, suburb, state and postcode.
	Nearest Cross Road	The nearest cross road for the debtor's postal address.
	Delivery Address 1, 2, 3, 4, 5	Up to five lines of the debtor's default delivery address, e.g. unit number, street address, suburb, state and postcode.
	Nearest Cross Road	The nearest cross road for the debtor's delivery address.
	Phone Number	The debtor's phone number.
	Fax Number	The debtor's fax number.
	Mobile Number	The debtor's mobile number.
	Work Number	The debtor's work number.
	Central Account	Any central account to which this debtor's account is linked.
	Sales Territory	The debtor's default sales territory. This allows grouping of customers into sales territories or regions for reporting and analysis.
	Debtors Class	The debtor's default class. This field gives you an alternative means of grouping customers for reporting/inquiries.
	Default Salesman	The number and name of the default salesperson for this customer.
	Discount Type
	Default Price	The default price break for this debtor.
	Price Group	The default price group for this debtor - either Price Group 1 (wholesale) or Price Group 2 (retail).
	Allow B/O	Whether or not backorders are allowed for this debtor.
	Trading Terms	Any trading terms for this debtor.
	On Hold	Whether or not this debtor has been placed on hold. If the debtor is on hold, Micronet also displays the date the debtor was placed on hold.
	Credit Limit	Any credit limit applying to this debtor.
	Balance Owing	The balance owing on the debtor's account.
	Last Payment	The date of the last payment made by this debtor.
	Last Payment Amount	The amount of the last payment made by this debtor.
	Last Purchase	The date of the last purchase by this debtor.
	Last Purchase Amount	The amount of the last purchase by this debtor.

Optionally, press the F11 hotkey to display a debtor summary.

Select the Exit button when you have finished.

The Debtor Inquiry screen also provides a large number of menu options, allowing you to perform many different types of inquiries on debtors in Micronet. If required, you can perform the following types of inquiries:

inquiries on the debtor's accounts, rebates, special prices, contracts and parts - refer to "Debtor Inquiry - Inquiry"
inquiries on the debtor's history in areas such as sales, lost sales and budget - refer to "Debtor Inquiry - History"
inquiries relating to held, suspended and batched invoices and held quotes for the debtor - refer to "Debtor Inquiry - Held"
inquiries relating to debtor orders including standing orders, backorders, POS orders and MJC works orders - refer to "Debtor Inquiry - Orders"
any user defined inquiries for the debtor - refer to "Debtor Inquiry - User Debtor Inquiries".