View Historical Financing Activity

[Closed Item Inquiry (FR)]

Access

Use this inquiry to display information about resolved transactions within one or more closed batches. You can inquire by either Payment Type or by Finance Provider and Batch Date, and you can use the Filter A pattern through which data is passed. Only data that matches the pattern is allowed to pass through the filter. field to further limit the grid display.

Filter SelectionYou may select a filter A pattern through which data is passed. Only data that matches the pattern is allowed to pass through the filter. option from the drop-down list at this field or leave the field set to 0 (No Filter). Select Customer Code Filter to limit the display to a specific customer code. Select Name Filter to limit the display to a specific customer name. Select Reference Filter to limit the display to a specific transaction reference number. Select House Account# Filter to limit the display to a specific finance house account number.  

FilterIf a Filter Selection was chosen, this field must be used to indicate the specific Customer Code, Name, Reference number, or House Account number to use as a filter.     

Payment TypeTo inquire by a specific Payment Type code, enter a valid Financing Payment Plan Settings (3rd Party Payment Type). You may click the Search button at this field to select from a list of valid payment types. Following selection of the Payment Type, press the Enter or Tab When a routine is too large to fit on one screen, it is separated into one or more tabs, so called because they resemble the tabs on filing folders. key. The Batch Selection window displays.  

Finance ProviderTo inquire by a specific 3rd party financing provider, enter the Financing Provider Settings (Finance Provider) code. You may click the Search button at this field to select from a list of valid Finance Providers. If a finance provider is selected, entry of the Batch Date is mandatory.

Batch DateIf a finance provider was selected, entry of the Batch Date is mandatory. Click the calendar icon at this field to select a date and then press the Enter or Tab key. The Batch Selection window displays.

The Customer column displays either the customer name or the customer code, depending the Display Customer Name field in the Financing Control Settings. Also note that if set to display customer codes, the system displays on-account transactions as ON ACCNT.