Use the Customer Ranking screen to view and compare the performance of one customer to another. The system bases this ranking method on definitions set on the Customer Product Ranking window. Running the Customer Ranking program selects the ranking methods and updates the ranks, for example, at the end of each month.
Note: If you select a customer that is a parent customer, or has dependent customers, the system displays information for the parent customer and all its dependents.
To compare customers' performance:
From the A/R menu, select A/R Inquiry to display the A/R Inquiry window.
Populate the A/R Inquiry window.
From the Inquiries menu, select CustomerRank to display the Customer Ranking window.
View the following information, as needed:
|
Field |
Description |
|
Name |
The customer for whom the system displays the ranks, based on the name in the Customer field on the A/R Inquiry screen. |
|
Rank |
The rank assigned to the customer for the designated ranking method, based on when the Customer Ranking program was last run. |
|
Ranking Method |
The ranking method associated with the designated rank. |
|
Date |
The date on which the Customer Ranking program was last run. |
|
Time |
The time at which the Customer Ranking program was last run. |
|
User ID |
The user ID of the person who last ran the Customer Ranking program. |
Press Esc and return to the A/R Inquiry window.
See Also: