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Article #199 How to View a Customer's History of Sales and Order Transactions

Answer: As sales are created for customers within the Solid Route Accounting business system, invaluable information about their purchasing trends are accumulated with each transaction. If there should be a need to review this Customer History, this can be easily accessed through the Solid Business Central software component. This history will include such things as the transaction’s number, date on which it was created and finalized, which employee created it, as well as payment type, total, and remaining balance.

  1. In Solid Business Central, navigate to [Datafile / Customer / View] and display the customer record that the history is needed for.
  2. Use the [F5 – History] key to be able to set a ‘Start Date’ and ‘End Date’ for this history to cover. Once this has been set:
    1. Use [CTRL+HOME] to send it to be Printed.
    2. Use [CTRL+END] to display the history on screen.

Last modified on Friday, 16 February 2018 11:14

Additional Info

  • Software Components: Solid Business Central
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