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Hi all
what is the quickest way, when entering a sales order to see what that specific customer paid for this specific item (that is currently selected) last time, or 3 times ago. i would like to see a history of this item by customer and unit of measure
Thanks any help is appreciated
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Hi,
1. You may read the results of a query and display it on a Page using a temporary table or read the data directly from Item Ledger Entry table and display it on a page using the temporary table.
2. If you are using the Item Ledger Entry table, the Credit Memo data can also be displayed.
thank you all for the answers i have 2 questions
#1 Can i add A button on my ribbon that will activate this query
#2 Can the query also show me credit memos, for example some times a customer will get a wrong price on a item on a invoice that has already been released, so the only way to fix it would be to make a credit memo for item qty 1 for $5 the next line would be item qty -1 for 4 dollars which gives the customer a credit memo for 1 dollar is that possible to show on the sales history query, since that is also history on a price for a customer ?
Hi berm,
not sure if it is already there, but this information is either in the posted sales invoice lines (and posted sales credit memo lines) or in the item ledger entries. If you want to see distinct events, you would need to group by order no. Overall, it is not *that* easy... but a Query object tailored for this should do the trick.
with best regards
Jens
HI,
To my understanding there is no standard solution for same.
You can create a Query Object and that query can be added as factbox in the Sales Order Page.
The Query will get data from Item Ledger Entry and have filters for customer No, Item No., and Unit of measure.
You can set results to get First Top 10 Records, in query.
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