Looking Up Customer Transactions

Use the Transaction Viewer to view customer transactions. From this window you can display:

The Transaction viewer is accessible by clicking View Trx in Customer Maintenance, or by clicking Viewers-->Detached Transaction Viewer from Business Advisor.

Displaying an Account's Transactions

  1. If you're in the Customer Maintenance window, display the customer, and click View Trx to display the transaction list for this account in the Transaction Viewer window.

  2. If you're in the Business Advisor window, with the Transaction Viewer displayed, select a customer in the Cust# box, and press Enter. The transactions for the account display in the grid.

  3. (Optional) Double click a transaction to view item detail for the transaction.

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Displaying All Unapplied Transactions

  1. If you're in Customer Maintenance, click View Trx to display the Transaction Viewer window.

  2.  Click Lookup.

  1. Click All Unapplied Documents, and click OK.

  1. Click Refresh.  All unapplied transactions display in the grid.

  1. (Optional) Double click a transaction to view item detail for the transaction.

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Displaying Transactions from the Last Journal

  1. If you're in Customer Maintenance, click View Trx to display the Transaction Viewer window.

  2.  Click Lookup.

  1. Click Prior Journal, and click OK.

  1. Click Refresh.  All transactions from the last journal (RDJ Option F) display in the grid.

  1. (Optional) Double click a transaction to view item detail for the transaction.

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Displaying All Unfinalized Transactions

  1. If you're in Customer Maintenance, click View Trx to display the Transaction Viewer window.

  2.  Click Lookup.

  1. Click Unfinalized, and click OK.

  1. Click Refresh.  All unfinalized transactions display in the grid.

  1. (Optional) Double click a transaction to view item detail for the transaction.

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