The Account Register-Summary view allows you to view a summary of sales orders and quotes entered in OE30 for both customers and prospects.

• The view is subtotalled by:
  • Account Type
  • Header Status
  • Customer Code

• The view is sorted by the Account Type, by Header Status, by Customer Code and by Total Outstanding Order Value.

The following fields are available on the Account Register-Detail view and are based on the order in which they appear in the search results grid page:

• Company Number - every record in the PointForce iTopia SQL database includes the Company Number. When reviewing the results from your search, the Company Number will display for all records.

• Header Status - displays the status of the order/quote. This field displays one of the following:
  • blank – order is entered in OE30.
  • QUOTE – quote is entered in OE30.
  • PTA – order has been scheduled via OE32.
  • PTI - invoice has been printed via IN44.
  • PTO – order has been printed via OE34 or OM33.
  • OE_LCK_operator - order/quote is open in OE30.

• Account Type - displays the type of account that is reported for the row. This field displays one of the following:
  • C- Customer
  • P- Prospect

• Customer Code - displays the Code assigned to the Customer/Prospect in the Customer Master(SU13) view.

• Customer Name - displays the name associated with the Customer Code.

• Customer Date Opened - displays the date the Customer record was created in the Customer Master(SU13) view. This field is only populated if the Account Type is equal “C”.

• Prospect Date Opened - displays the date the Prospect record was created in the Customer Master(SU13) view. This field is only populated if the Account Type is equal “P”.

• Salesrep Name - displays the Salesrep Name associated with the Sales Rep 1 code.

• Total Outstanding Order Value - displays the Total Outstanding Order Value.