Transaction List

The Transactions List displays a history of actions taken with the customers Sales Orders.  This a read only tab, however, you may also view the details of each transaction.

The Transactions List differs from an Audit Trail in that the former lists only billable and non-billable shipments and receipts of the Line items, whereas an Audit Trail records all changes to the Sales Order and related records.

The Transactions List is accessed from the Customer form.

 

  1. From the Ribbon, select the Sales tab, then click CustomerNEW.

  2. From the Customer form, click the hyperlink Shipment/Returns.  The Transactions List form is displayed:

  1. To view information in a specific transaction, double-click the Transaction ID. The Transaction Information form is displayed:

For further details, see Transaction History