Customer Recon Codes Report

This report lists each of the national-account and government-support settings assigned to your customers. This listing includes the reconciliation code, the customer’s vendor-assigned account number, and your dealer ID number. The report also identifies whether prices and the term “delivery receipt” are to be printed on invoices for each reconciliation code.

To generate a Customer Recon Codes Report

1. Select Reports from the Customers menu. The Report List appears with the Customer tab selected.

2. Select Customer Recon Codes Report and click Launch. The Customer Range screen appears.

3. Select one or more customers:

For one customer, click 1 Lookup and look up the customer’s name. For more information, see Looking Up a Customer.
For a range of customers, click 1 Lookup and look up the customer for the beginning of the range. Then click 2 Lookup and look up the customer for the end of the range. For more information, see Looking Up a Customer.
For all customers, leave the Beginning Customer and Ending Customer fields blank.

4. Click OK. The Report Window appears.

5. Select the starting and ending dates for the report’s date range.