Open Forum

Expand all | Collapse all

NAV18- How do I run a customer history report?

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

    Posted 14 days ago
    Good afternoon all.


    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.


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


  • 2.  RE: NAV18- How do I run a customer history report?

    TOP CONTRIBUTOR
    Posted 13 days ago
    Edited by Lewis Rosenberg 13 days ago
    ​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/
    ------------------------------



  • 3.  RE: NAV18- How do I run a customer history report?

    Posted 13 days ago
    @Lewis Rosenberg, 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
    ------------------------------



  • 4.  RE: NAV18- How do I run a customer history report?

    TOP CONTRIBUTOR
    Posted 13 days ago
    Edited by Lewis Rosenberg 13 days ago
    @Taylor Boardman 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/
    ------------------------------



  • 5.  RE: NAV18- How do I run a customer history report?

    Posted 13 days ago
    Thank you, Lewis.


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

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



  • 6.  RE: NAV18- How do I run a customer history report?

    TOP CONTRIBUTOR
    Posted 13 days ago
    ​Yes.  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/
    ------------------------------