Common Elements Used to Research Customer Accounts

Field or Control	Description
Add Conversation	Click this link to access the Conversations page, where you can add a new conversation. The SetID, Business Unit, and Customer ID fields are populated based on the selected customer. You can add new conversation entries by clicking the Add Conversation Entry button on the Conversation page.
Display Currency	Click to access a page, where you can change the display currency and specify whether to use today's date, the accounting date, or a date that you specify to determine the exchange rate. This button is available only if you selected the Use an AR Display Currency field for the business unit.
Level	Select N (no customer relationships are considered), C (corporate customer), P (correspondence customer), or R (remit from customer).
Messages	Click to access the Customer Messages page, where you add or view a message for the customer.
SubCust 1 (subcustomer 1) and SubCust2 (subcustomer 2)	Enter the subcustomer identifier code that is assigned to a customer to record history and aging information for a subset of customers. For some pages, enter the identifier code to filter search results to the subset of items or payments for the customer.
Unit	Leave blank to view information across all business units.
View/Update Conversations	Click this link to access the Conversations page, where you can view and update existing conversations for the customer. If there are multiple conversations for the customer, you can select the conversation you want to view or update on the View/Update Conversations search page. You can also add, delete, or edit existing conversation entries on the Conversations page.
	Click the Balance BU (balance business units) icon or Balance Breakdown by BU (balance breakdown by business unit) icon to access the Balance Detail by BU (balance detail by business unit) page and view the balance amounts by business unit in the base currency of the business unit and the display currency for the business unit. This icon is available if you select the Use AR Display Currency (use accounts receivable display currency) check box for the business unit when the balance for a customer includes business units with different base currencies.
	Click the Next Customer icon to view the action plan for the next customer that you selected on the Owner Action List page.
	Click the Previous Customer icon to view the action plan for the previous customer that you selected on the Owner Action List page.