To view your account and order history:Use the Order History page to view all transactions affecting your accounts receivable (A/R) balance. You can view orders and payments applied to each order. The order list displays in chronological order, with the most recent transaction first.
When on the Order History page, you can do any of the following:
To view your account and order history:From My Account, select Order History to display the Order History page.
Each order contains the following information:
|
Field |
Description |
|
Reference # |
The sales order number. |
|
Br |
The branch from which the order was placed. |
|
Post Date |
The date the transaction posted to your account. |
|
Description |
The transaction description, such as purchase order number for an order, or check number or cash for a payment. |
|
Debit |
The amount charged to your account. |
|
Credit |
The amount credited to your account. |
|
Balance |
The total running balance. |
To view orders for a specific date range, enter the date range in the From and To fields.
For example, if you only want to view orders placed during September 2002, type 09/01/2002 in the From field and 09/30/2002 in the To field.
Note: The To field defaults to the current date. To view future transactions, change the date to one in the future.
Click Go next to the To field.
To search for a transaction:From My Account, select Order History to display the Order History page.
In the search field at the bottom of the displayed orders table, enter one of the following:
Reference number
Purchase order number
Release number
Click Go.
If one item is found, it opens automatically.
If more than one item is found, a list displays. Click a listed item to display it.
To view sales order details:From My Account, select Order History to display the Order History page.
In the Reference # column, click a sales order transaction.
An Invoice Number page displays details about the order.
To view cash receipt details:From My Account, select Order History to display the Order History page.
In the Reference # column, click a cash receipt transaction.
A View Deposits page displays details about the payment.
To view the A/R audit information for a transaction:From My Account, select Order History to display the Order History page.
In the Balance column, click a balance amount.
The Audit Information page displays A/R details including the posting date, discount date, and due date. The original amount and current balance display, as does aging information.
To copy items from a past order to your current order:Click Copy Items to Current Order.
See Also: