Transaction History Inquiry | Accounts Receivable User Manual

Option 16Transaction History Inquiry

Use this function to view transaction history for any customer. The following processing steps accomplish this job.

Step 1This function checks to see whether the end user has chosen to keep Transaction History, before executing any function that requires the file.
Step 2In order to print the Transaction History Inquiry, this step formats the Customers and Transaction History 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.

***************************  Transaction History  *****************************

Customer 00000030  Pool and Associates                           (804) 887-9836

Apply To Typ Invc/Chck  Op  Order   Trx Date  Due Date     Amount      Balance

1017     INV 1017       SRR         06/21/89  07/21/89     526.20
1017     PAY 4101       SRR         07/31/89  07/31/89     526.20-         .00
BF890630 INV BF890630   SRR         06/30/89  06/30/89     294.91
BF890630 PAY 3930       SRR         07/15/89  07/15/89     294.91-         .00
                                                                        ——————
                                      —  Customer Totals —>                .00
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