AR Customer Sheet Designer

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Use the Customer Sheet Designer to design your own customer information sheet or modify an existing customer information sheet. To design a customer sheet quickly, start with an existing layout, save it with a different name, then modify it. Sample reports are installed with the Accredo server install, and are also available on the Accredo website.

Note: If you modify reports that are provided with Accredo it is important to save them with different names, as when Accredo updates are installed, the reports can be overwritten.

The AR Customer Sheet Designer is based on the Report Designer and has similar functionality. Full report design facilities including MaxBasic options are available.

Usually a Customer Sheet consists of:

Header band showing details of the Customer,
A Repeating Detail band for Contacts and
A Repeating Detail band for Delivery Addresses.

Iterators are available to create sub-sets of records. Iterators can be applied to Bands to filter records shown in a band. Iterator objects allow setting of the SortBy property in the BeforeReport code.

Name	Iterators filter records that are shown in the report. Available Iterators are: Contact - AR Contacts. DeliveryAddress - AR Delivery Addresses.
Bands	The Bands in the report to apply the iterator to.
Sort Order	Optionally select fields to sort records in the iterator.
Filter	Optionally select fields to further filter the iterator.

A sample AR Customer Sheet is provided with the Accredo Server Install, and is also available on the Accredo website. The sample AR Customer Sheet is:

ARCustomerSheet.pfd - standard AR Customer Sheet.

To use documents downloaded from the website, ensure your document designer is the latest version.