Customer list table - CB

A customer list allows you to select a range of customers or individual customers for use with consolidated billing definitions. The customers must be within the same company.

1. At the EMMS main menu, select Customer | Consolidated Billing | Customer List. The Work With Lists - Customer screen appears.
2. To copy an existing customer list:
   1. Right-click on the list to copy and select Copy. The Copy List screen appears.
   2. Fill in the fields as required.

      List Codeis a unique code identifying the new customer list.

      Descriptionis a short description of the customer list.

   3. Click Enter . The new list will be created and you will return to the Work With Lists - Customer screen.
3. To add a new customer list:
1. Click Add . The Add List screen appears.
2. Fill in the fields as required.

   List Codeis a unique code identifying the new customer list.

   Descriptionis a brief description of the customer list.

3. Click Enter . The Edit Customer List add screen appears.
4. Fill in the fields as required.

   Cois the company that the customers are set up for. All customers on the list must belong to the same company. You can right-click in the field and select Prompt to select the company from a list.

   From Customeris the customer and suffix identifying the first customer in a sequential listing of customers to be included on the list. You can right-click in the field and select Prompt to select the customer from a list.

   To Customeris the customer and suffix identifying the last customer in a sequential listing of customers that will be a part of the list. It can be identical to the From Customer if there are no other sequential customers to be included on the line. You can right-click in the field and select Prompt to select the customer from a list.

   Override Print Seqis a sequential number that determines the order in which the matching charges will print. The lowest print sequence will print first on the consolidated invoice.

5. Click Enter to save the list.
6. Click Exit to return to the Work With Lists - Customer screen.

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