NAV18- How do I run a customer history report?

  • NAV18- How do I run a customer history report?

    Posted by DSC Communities on December 4, 2018 at 2:27 pm
    • Steven Clark

      Member

      December 4, 2018 at 2:27 PM

      Good afternoon all.Ā 

      I’m trying to find a way to run a customer history report that won’t just show open invoices but will also show invoices that have been paid along with the dates of when they were paid.Ā 

      ——————————
      Steven Clark
      Goodwill Southeast Georgia
      Savannah GA
      ——————————

    • Lewis Rosenberg

      Member

      December 4, 2018 at 3:40 PM

      ?Try the “Customer Account Detail” report.

      Customer Account Detail Report
      ——————————
      Lewis Rosenberg
      IT Manager
      Mars Fishcare
      Chalfont PA
      ———————————————–
      BCUG/NAVUG All-Star
      BCUG/NAVUG Board of Advisors, Chairperson
      BCUG/NAVUG Programming Committee

      Twitter: @RosenbergL
      LinkedIn: https://www.linkedin.com/in/rosenbergl/
      ——————————
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    • Taylor Boardman

      Member

      December 4, 2018 at 4:36 PM

      , not to hijack the thread, but is there something similar for live (not posted) data on parts? I know there’s quantity on sales order and quantitiy on purchase order, but is there somewhere to see all of the live data (not posted) together???

      ——————————
      Taylor Boardman
      Materials Coordinator
      Motan Inc
      Plainwell MI
      ——————————
      ——————————————-

    • Lewis Rosenberg

      Member

      December 4, 2018 at 5:08 PM

      ? If you’re asking in terms of inventory, there’s the Availability Status Report.

      Availability Status Report

      ——————————
      Lewis Rosenberg
      IT Manager
      Mars Fishcare
      Chalfont PA
      ———————————————–
      BCUG/NAVUG All-Star
      BCUG/NAVUG Board of Advisors, Chairperson
      BCUG/NAVUG Programming Committee

      Twitter: @RosenbergL
      LinkedIn: https://www.linkedin.com/in/rosenbergl/
      ——————————
      ——————————————-

    • Steven Clark

      Member

      December 4, 2018 at 5:40 PM

      Thank you, Lewis.Ā 

      Is there anyway to make is show which payments were applied to which invoices?

      ——————————
      Steven Clark
      Goodwill Southeast Georgia
      Savannah GA
      ——————————
      ——————————————-

    • Lewis Rosenberg

      Member

      December 5, 2018 at 9:18 AM

      ?Yes.Ā  Check the Print Additional Details box on the options tab of the report request page.

      Customer Account Details report - Options
      Cust Acct Details Report

      xx

      ——————————
      Lewis Rosenberg
      IT Manager
      Mars Fishcare
      Chalfont PA
      ———————————————–
      BCUG/NAVUG All-Star
      BCUG/NAVUG Board of Advisors, Chairperson
      BCUG/NAVUG Programming Committee

      Twitter: @RosenbergL
      LinkedIn: https://www.linkedin.com/in/rosenbergl/
      ——————————
      ——————————————-

    DSC Communities replied 7 years, 1 month ago 1 Member · 0 Replies
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