View a Customer's Open Transaction Line Details
Access
Tab : Details, General
Use this inquiry to view detailed information on specific line items from an order, for a selected customer.
Customer CodeEnter the code of the customer whose profile you would like to view. If you click on the Search button, you access the Customer Code Look-Up screen, from which you can select a customer code. Once a customer has been selected, the customer name, home phone, work phone, and extension will be displayed.
The output of this report may be affected by Regional Processing restrictions, meaning you can inquire only about customers and locations to which you have access.
Details
Order NumberThis field will display any open orders for the selected customer. If more than one open order exists for the customer, the field will automatically display the first number in the list. A drop-down list of orders (in numeric order) is provided at this field, allowing for selection of another order number.
Transaction TypeThe type of order (regular delivery, memo/return, exchange, customer pickup) selected will display here.
Delivery DateThis field will display the delivery date of the selected order and will also indicate whether the date is scheduled or estimated, if applicable.
General
The following fields of information display for the selected customer:
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Address 1
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Address 2
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City
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State
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Zip
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Cell Phone
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Email Address
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Ship-From Location
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Reward Points
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Credit Remarks
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the Sales, Returns, and Service dollars for This Year, Last Year, and Lifetime
You cannot edit these fields.
