Customer Enquiry

This activity allows you to view the entire transaction history for a unique number (E.g. PMT – receipt; INV – demand; CN – credit note; DN – debit note; REV-PMT: receipt reversal or check bounce etc.) date-wise with a running balance. You can exclude reversal entries also. You can view all debits on one side and all respective credit with respect to installment number and its balance on other side if the dues box is checked.

Select the “Customer Enquiry” activity under the “Sales Report – IMS” business component.

The “Customer Enquiry” page appears.

- Clicking this icon available near certain fields takes you to the help page of the respective field.

Enter the following details in the “Filter criteria” group box:

Scheme Code

The code identifying the scheme for which you want to view the customer enquiry report. Press <Enter>.

The system displays the following.

Scheme Name

The name of the scheme.

Enter the following details in the “Filter criteria” group box:

Customer Code

The code identifying the customer for which you want to view the customer enquiry report.

The system displays the following.

Customer name

The name of the customer.

Enter the following details in the “Filter criteria” group box:

Unique No from	The starting number in the range of the unique number from which you want to view the customer enquiry report.
Unique No to	The ending number in the range of the unique number until which you want to view the customer enquiry report.
Due Date From	The due date from which you want to view the customer enquiry report.
Due Date To	The due date until which you want to view the customer enquiry report.
Dues	Check this box to view all the debit on one side and all respective credit with respect to installment number and its balance on other side.
Exclude Reversal Entries	Check this box to exclude the reversal entries.
Show Only Reversal Entries	Check this box to view only the reversal entries.

Enter the following details in the “Agreement/Possession details” group box:

Report	Check this box to view the Agreement/Possession report.
Type	Use the drop-down list box to select the type of the report. The combo is loaded with the values “Blank”, “Agreement executed”, “Bank Lien”, “Possession Letter issued” and “Property registered”.
Flag	Use the drop-down list box to specify whether the flag has to be set or not. The combo is loaded with the values “Blank”, “No” and “Yes”.
Status (unique No)	Use the drop-down list box to select the status of the unique number. The combo is loaded with the values “Blank”, “Assigned”, “Assigned & POC”, “POC” and “Cancelled”.

Note: Any one search criteria is mandatory.

Click the “View Report” push button to view the customer enquiry report.

The system displays the customer enquiry report.