Overview
Note: Depending on how your system is set up, this desktop screen may also be available as a web screen. For more information, see the Web Screens Getting Started Guide or the help for Sage 300 web screens.
The Customer Transactions report lists transactions that were posted to customer accounts during the period you specify when you print the report. You can order the transactions by document date, by document number, or by fiscal year and period.
When to Print
Print the report when...
Information Printed on This Report
The Customer Transactions can include the following information, depending on the options you select at print time:
- Days over. This column refers to the number of days an invoice is overdue. It shows the payment habits of customers and highlights seriously overdue transactions that may require action or investigation.
- Customer balance.
- In a single currency ledger, or in a multicurrency ledger with Print Amounts In Functional Currency selected, subtotals appear if you sort by customer group, account set, billing cycle, national account, or an optional text field (not a Date or Amount field).
- In a multicurrency ledger with Print Amounts In Customer Currency selected, totals by currency code appear. Also, if you sort first by account set, subtotals by account set appear.
- If you use optional fields as selection criteria when printing the report, you can specify the ranges of values from which to select records for printing. The report then includes only customers that use the specified optional fields, whose values fall within the specified range.