Customer Record Review
This is a simple but useful report that prints out the current customer information including: customer contact, address, markups, and rates. This also calculates a base shop labor rate that you enter at a prompt and multiplies it by the labor markup to show what exactly what rate the customer pays and it also displays the customer codes found in the account information screen in the RTA vendor master screen (MCM or 831). You will be prompted for a facility, customer and a base shop rate to apply in the report.Â
This report is great to review and update customer information in the RTA system.Â
Prints the following:Â
Report is sorted by: Facility and customer numberÂ
Includes:
Customer contact and address
Credit limit
Customer terms
Markups
Customer codes (found in the account information screen (MCM)
Rates (including calculated labor rate)