You can use the Customer Inquiry screen to look up various kinds of transactions posted for a customer in Accounts Receivable.
This topic explains how to drill down from Customer Inquiry to view a selected transaction on the original transaction entry screen. It assumes that you have already opened the Customer Inquiry screen, and selected a customer.
Before you start
- Accounts Receivable > A/R Customers > Customer Inquiry.
- In the Customer No. field, enter the customer number, and then press Tab.
To view a transaction in the original transaction entry screen:
- On a transaction-related tab, in the top table, select the transaction line.
- Double-click the number that identifies the transaction you want to view.
You can drill down to any transaction in a column that has a Drilldown
button in the heading, and you can drill down to any receipt or refund listed in the top table on the Receipts tab or the Refunds tab.On the Documents tab:
- To view an invoice, a debit note, or a credit note in the batch in which it was posted, double-click the Batch/Entry number.
- To view an order or a shipment on the associated Order Entry screen, double-click the order number or the shipment number.
- To view a customer payment on the A/R Receipt Entry screen or to view a refund on the A/R Refund Entry screen, double-click the check number or receipt number in the Check/Receipt No. column.
On the Pending tab:
- To view or edit a transaction that is not yet posted, double-click the transaction line.