View a Customer's Historical Deposits

(Deposit History Inquiry)

Access

Tabs:  Details, General

Use this inquiry to generate information on customer deposits, both open and closed. This inquiry lists detailed deposit information on all transactions associated with a selected customer.

The output of this inquiry may be affected by Regional Processing restrictions. That is, you can inquire only about customers and locations to which you have access.

Customer CodeEnter the code of the customer for whom you want to view deposit information. If you click on the Search button, you access the Search for a Customer (Customer Code Lookup) screen, from which you can select a customer code. After you select a customer, the customer's name, home phone number, and work phone number appear on the screen.

The customers you can access at this and other Customer fields may be restricted by Regional Processing.  

Details

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 year, last year and lifetime.