View a Customer's Historical Balance Details

(Closed Item History)

Access

Page Headings:  Details, General

Use this inquiry to review closed A/R items for any customer. This inquiry displays only items that have been fully paid (Open Balance = 0.00). These items are displayed in closed date sequence. The number of months these transactions are kept is controlled by the Number of Months History field in the Accounts Receivable Control Settings.  

The output of this inquiry may be affected by Regional Processing restrictions.

Details

PeriodThis field indicates the period (usually month) for which closed items are to be listed. The current period defaults in this field. Another period may be selected from the drop-down list of available periods.

Fiscal Year, Date RangeThe fiscal year and date range for the selected period displays.

General

The information displayed here is the View Customer Summary Information page.