View a Customer's Revolving Plan History

Access

Tabs: Revolving History, General Revolving

Use this routine to view a customer's Revolving Receivables plan activity that has been closed and moved to history. Transaction history details including the posted date, type of transaction, reference, amount, and balance are shown for selected plan for the selected customer.

This routine is a STORIS standard DTS inquiry. You can modify its contents via the Dynamic Tab Settings (DTS Setup) routine, but you cannot delete it. Since DTSs are user-defined and changeable, the descriptions in this topic may not match the DTS you see on your screen. This topic describes the DTS as it appears when you first install STORIS.

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

Customer

Revolving History

Plan

General Revolving

This tab is included in every receivables DTS screen.

View General Revolving tab