Viewing Customer History Concept Viewing Customer History Viewing

Viewing Customer History Concept

Viewing Customer History

Viewing Customer History Step 1 Begin by navigating to the History page. Click the Scroll Down arrow.

Viewing Customer History Step 2 Click the Accounts Receivable menu.

Viewing Customer History Step 3 Click the Customer Accounts menu.

Viewing Customer History Step 4 Click the Customer Information menu.

Viewing Customer History Step 5 Click the Customer History menu.

Viewing Customer History Step 6 Click in the Customer field.

Viewing Customer History Step 7 Enter the desired information into the Customer field. Enter "1011".

Viewing Customer History Step 8 You can use the History ID field to select either a system-defined or userdefined history ID. Use the percent sign (%) to group the IDs that begin or end with the same fragment. For example, enter DSO% to display both DSO 30 and DSO 90 history IDs.

Viewing Customer History Step 9 You can use the History list to select the periods to display. Values are: • All: Displays all available periods. • Most Recent: Displays only the most recent period.

Viewing Customer History Step 10 Click the Search button.

Viewing Customer History Step 11 Use the History page to view both userdefined history and system-defined history. The system stores customer history based on the fiscal years and periods that you define on the Detail Calendar page.

Viewing Customer History Step 12 The Aging process and the Receivables Update Application Engine process (ARUPDATE) update the customer history elements. If you have not run these processes recently, the history figures that you see do not reflect up-todate activity.

Viewing Customer History Step 13 Click the History Chart tab.

Viewing Customer History Step 14 Use the History Chart page to view a chart that has customer history information.

Viewing Customer History Step 15 The default search parameters for the customer history information comes from the History page. You can override the values as needed. Click in the History ID field.

Viewing Customer History Step 16 Enter the desired information into the History ID field. Enter "HI_BAL_AMT".

Viewing Customer History Step 17 In the Fiscal Year field, enter the year for which you want to see the customer history. You can view history for only one year at a time. Click in the Fiscal Year field.

Viewing Customer History Step 18 Enter the desired information into the Fiscal Year field. Enter "2003".

Viewing Customer History Step 19 Use the Chart Type list to select the type of chart to display. Values are 2 D Bar, 2 D Pie, 3 D Bar, 3 D Pie, Horiz Bar (horizontal bar) Line Chart, and Stacked Bar.

Viewing Customer History Step 20 Click the Draw Chart button.

Viewing Customer History Step 21 The chart displays the customer history of customer ID 1011 for the fiscal year 2003.

Viewing Customer History Step 22 You have successfully viewed a customer's history. End of Procedure.