Setting the Customer History View Duration


Setting the History View Duration
You can determine how many days of transaction information are displayed in the History view of Customer Cards. The default is to show all transactions, but you can enter a specific number of days if you prefer.
If you set a specific number of days, all open transactions are displayed, even if they are outside the time period you specify. Similarly, transactions dated in the future (after the current time and date maintained by the computer) are always displayed.

To set the History view duration:
• In the Customer Preferences window, enter a number of days in the Display
History field. (3084)




Set the History Duration in the Customer Prefs:



You can determine how many days of transaction information are displayed in the History view of Customer Cards. The default is to show all transactions, but you can enter a specific number of days if you prefer.

If you set a specific number of days, all open transactions are displayed, even if they are outside the time period you specify. Similarly, transactions dated in the future (after the current time and date maintained by the computer) are always displayed.

To set the History view duration:
• In the Customer Preferences window, enter a number of days in the Display
History field.

• Enter 0 or "ALL" to display all history.

Setting the History View Duration is available in Customer Prefs, Vendor Prefs, and Item Prefs. Similar optimizations exist for the Customer, Employee, and Item Listings, and are covered in the relevant chapter.



Related:

  Chapter 503 Customer Preferences

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