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.
When viewing order history, you can do any of the following:
To view account and order history in web commerce:
From the
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.
Click Get More Transactions.
From the
In the search field at the bottom of the displayed orders table, enter one of the following:
Reference number
Purchase order number
Release number
Note: You can also perform an advanced order search.
Click
If one item is found, it opens. If more than one item is found, a list displays on the Order Search Results page. The Order Search Results page displays both open orders or bids that you have submitted, and orders that have been invoiced. If an order has been invoiced, it is listed by the order generation, for example. S123456.001. Click a listed item to display it.
From the
In the Reference # column, click a sales order transaction.
An Invoice Number page displays containing details about the order.
To view a cash receipt details:
From the
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 the
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: