Sales History

Menu File | Sales Analysis | History

The Sales History screen displays sales transactions (from AR Invoices) in a list showing period, date, invoice no., customer, item, quantity, unit price, extended amount, and extended amount converted to domestic currency (based on the exchange rate when the invoice was posted).

The menu has options to

- filter the list by specifying selection criteria such as customer, item type, item, fiscal year, period, and invoice no.
- display the source transaction (invoice) for a selected history record
- refresh the data displayed to show changes entered by other users, etc.
- print the list (with totals)
- export to Excel or comma delimited text

Initially the filter defaults to select only data for the current fiscal year as defined on Your Company.

Tip: To display the source transaction (invoice) for a history record: double-click on it, or select the record and press Enter, or right-click to display a pop-up menu.