View Customer's Historical Purchases

Accounting > Receivables > Receivables Views > View a Customer's Historical Transactions
Customer Service > Service Views > View Customer's Historical Purchases
Point of Sale > Point of Sale Views > View a Customer's Historical Transactions
Point of Sale > Mailing Labels > View a Customer's Historical Transactions

Use this inquiry to view a detailed listing of past (completed and voided) orders for a selected customer. Additional line item details and a view of the order entry screens are also available from this inquiry screen.

Note that the data available for this inquiry is affected by the data retention settings at the Completed Orders and Customer Retention Months fields in the Point of Sale Control Settings, meaning that the system can find only invoices that have not been purged.

This inquiry shows completed orders regardless of Regional Processing restrictions. That is, when accessing this inquiry from within the Customer Refund or Exchange processes, all completed orders display for that customer regardless of selling store location.

If you select a sub-document from a multiple ship-to order, the program displays its associated Multi Ship Master document instead.

Orders with no line items (including voided orders) do not appear in the grid.

Deleted line items do not appear in the grid unless the entire order was deleted.

Service lines with a Closed Without Completion status as designated in Status Code Settings are recognized as closed lines.

Details

Use this field to select the types of documents whose line items you want to appear in the grid. You have the following options:

All Sales
Exchanges Only
All Returns
Voided Orders
All Transactions - displays line items from all completed and voided sales, returns, exchanges, and service orders for the selected customer.
Service Orders

The grid displays the following for each order listed:

- Transaction
- Type
- Date
- Product Code / Vendor Model ( To make the vendor model the default view in the grid on this screen, check the box at the Default Display of Vendor Model in Point of Sale field on the General Tab of Point of Sale Control Settings.)
- Description
- Quantity
- Price
- *Adj (Adjustment)
- Customer PO (This column is only populated if a PO was entered in the Trade Designer Information screen)

*This column indicates whether or not (Yes/No) adjustments were entered for a transaction line via dollars only adjustment, return or an exchange. To see detail regarding the adjustment(s) entered, double-click a line with Yes in the Adj column and select More. (See below.)

For additional detail, double-click on a line item. A menu with the following options appears:

- More - for regular sales orders, this option accesses the Customer Purchase History Inquiry Details Screen. For service orders, this option accesses the Service Linkage Detail - Read Only screen.
- Select - accesses a read-only version of the original order via the View an Existing Sales Order screen.

General

The following fields of information display on the General tab for the selected customer:

Also shown are the number of sales, returns, and service orders for this current year, last year and lifetime.

View Customer's Historical Purchases

(Customer Buy History;Customer Buy History Inquiry)

Details

General