APPX Software Library

4Reports and Inquiry

Option 14Transactions Inquiry

Use this function to view current transactions for a customer.

In order to print the Transactions Inquiry, this step formats the Customers and Transactions information. The following data items are shown: Customer, Name, Phone, Apply To, Transaction Type, Invoice, or Check Number, Operator ID, Order Number, Transaction Date, Invoice Due Date, Amount, and Balance.

A sample output is shown below.

***************************  Current Transactions  ****************************

Customer 00000030  Pool and Associates                           (804) 887-9836

Apply To Typ Invc/Chck Op  Order  Trx Date Due Date    Amount   W/O?   U

2012     INV 2012      SRR 000215 07/21/89 08/20/89    1721.58   N     1721.58
BF890731 INV BF890731  SRR        07/31/89 07/31/89    4172.43
BF890731 PAY 4421      SRR        08/11/89 08/11/89    3000.00-  Y     1172.43
                                                                        ——————
                                      —  Customer Totals —>            2894.01
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