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xTuple ERP Reference Guide |
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xTuple ERP Reference Guide |
To view Customer history, select the "Customer History" option. The following screen will appear:
When displaying Customer history, you are presented with the following options:
Specify your Customer selection:
Enter the Customer Number of the Customer whose history you want to display.
Specify the date range for documents you want to include in the display:
Documents whose document date falls on and following this date will be displayed.
Documents whose document date falls on and before this date will be displayed.
Display lists Customer history, using the specified parameters. This display is a nested list, with a plus ("+") sign located to the far left of the display next to each Document that may be expanded to lower levels. By clicking your mouse on a plus sign, you reveal lower levels of information related to the Document.