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  • 1.  BIE for Item purchase history by customer - Is the

    Posted 02-24-2012 06:29
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    BIE for Item purchase history by customer - Is there a way to display purchase history by ITEM for a customer using this pivot table wannabe function in MAS? I may have asked this question before so I apologize if so. I really need the customer history invoice view to be by item, not invoice. Help! TiA


  • 2.  RE: BIE for Item purchase history by customer - Is the

    Posted 02-24-2012 06:42
    right click and drill down. Then change the filter for all invoices. You may need to add Header info to see the customer name and date of invoice.


  • 3.  RE: BIE for Item purchase history by customer - Is the

    Posted 02-27-2012 11:45
    Actually, I think you want to right click on the heading of the preview pane and select OPEN PREVIEW. This will open up the AR Invoice History Detail data for all invoices, not just the one you have selected in the header pane. The nice thing about this is that you can modify this view and save it as a new setting. The trick to see the saved setting of the detail data is to first go to the standard view of the header, then right click on the detail pane and select OPEN PREVIEW like you did originally. Then you sill see your saved setting in the drop down list. I have found this to be useful for clients who do sales reporting by customer and item, since I can pull in all the header fields too.


  • 4.  RE: BIE for Item purchase history by customer - Is the

    Posted 02-27-2012 11:51
    Thanks @ClarkWalliser, some reason I never used the open preview. I always did the drill to preview. Both do the same thing but one clears the filters. Saves a step to open preview if you know you will clear the filter.