Customer / Product History Enquiry

Sales Order Processing allows a History enquiry option that allows you to list the current customers previous order details for a specific stock item, this facility can also be accessed from within the price checker tool. Purchase Order Processing allows a similar tool for supplier order history.

Release 6.2 expands this facility allowing it to be called from the main Discount (Supplier) Matrix menu option and, within this area, supports the use of wildcards when searching for stock items or to ‘toggle’ and search for the customers stock code (where this feature is in use). Diamond and Premier Users can also define this feature as an ‘action’ link against the Sales and Purchase Account Ledger Enquiry.

Enabling this facility adds another option into the Discount (Supplier) Matrix menu for the History enquiry.

When selected the system prompts for the customer (supplier) and stock code you wish to view the order history for - <F4-Select> is available for both inputs.

On the Stock Code input you can optionally enter a partial code to list all those matching – for example enter CH01 to list orders for stock code CH0167, CH0168, CH0169, etc.You can also use the # character as a wildcard within your search – for example ##0167 would list orders for stock codes CH0167, YE0167, DI0167, etc. Once entered the appropriate order details are listed for review.



Once the order details have been listed you can use the ANOTHER button to perform a further enquiry or use the EXIT button to return to the menu.

Where Order Processing is configured to record a customer or supplier stock code you can enter this value by pressing <F7> on the Stock Code input to toggle to enter the customer/supplier stock code instead (no <F4-Select> is available for this input).

Diamond and Premier Users can configure an ACTION link within the Ledger Enquiry to browse the order history.Selecting this option preselects the customer/supplier account based on the active enquiry record and then allows entry of the stock code as before to list the requested order details.

 Note

Sales / Purchase System Profiles

The options to enable the History enquiry are available on parameter screen 5 of the Sales and Purchase System Profiles. To update select Installation from the main menu, lock out the system, choose System Profiles and then the appropriate application.

Allow Desktop "sales history” facility – set to enable the history enquiry option.

Ledger Enquiry Configuration

Diamond and Premier Users who wish to add a link to the History enquiry within the Sales/Purchase Ledger Enquiry can do this via the ‘Launch Other Programs’ option. To update select Installation from the main menu followed by Ledger Enquiry Manager and then Enquiries Configuration, the Sales / Purchase Ledger application, and then Launch Other Programs

 Notes