View Sales History

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Navigation:  Sales Order > Sales Order > Create Sales Order/Sales Quote Overview > Create Recurring Sales Orders > Set Up Template for Recurring Sales Order > Line Items Page >

View Sales History

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The History of [xxx] Sales to Customer [yyy] screen appears when the View Sales History button in the Line Items page is clicked.

 

This screen shows previous transactions of the same line item for the selected customer. Transaction details are shown such as invoice #, sales order #, customer PO #, invoice date, order date, invoice quantity and unit price among others. Information on this screen is read-only.

 

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Note: You must highlight a line item in the grid in order to enable the View Sales History button, otherwise, the button is disabled and cannot be clicked.

 

 

 

 

 

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