History Inquiry

Use the History Inquiry routine to view individual customer account balances and their associated history transaction details for a specified time period.  There are three types of history views.  You can view by Transaction, by Billing Summary and by Transaction Detail Summary, which shows charge and payment details.  In addition to viewing the customer history you can maintain individual history transactions as needed.  You can print the customer's history details as well, which may be useful if a customer has a question on their account.

Notes:  

• The Edit function is only available when you select the History Inquiry By Transaction view.

• For an example of the customer history printout, see the Customer History Report Sample.

Directions:

To see directions for...

• Opening the History Inquiry, click More.

   

  • Click History on the Toolbar.

   

  History Inquiry Window Example:

  Tip:  To see detailed instructions for each section or field name in the example below, the cursor becomes a hand when you position the cursor over the field or section.  Click once to display the associated topic.

  

   

• Displaying a customer's history, click More.

   

  Customer Entry Area Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Customer ID	Enter a valid Customer ID to view the customer's history. (up to 12 characters)
  Service Code	To specify a Service Code, click a choice in the drop-down list.
  Date Range From	To limit the history inquiry to a range of dates, enter the beginning Transaction Date in the range. (mm/dd/ccyy) Tip:  To include all dates, leave blank.
  To	To limit the History Inquiry to a range of dates, enter the ending Transaction Date in the range. (mm/dd/ccyy) Tip:  To include all dates, leave blank.
  	To display the customer's history, enter the Customer ID and click Get Account, or press [ENTER]. Keyboard shortcut:  [ALT + t] Note:  After clicking Get Account, the customer's history displays.  For descriptions of the History Inquiry fields, see the Customer History Detail Panel.
  	To view all of the existing customers, click Search.  From the Search list you can select the record for viewing. Keyboard shortcut:  [ALT + r]
  	To print a copy of the History Inquiry, click Print. Keyboard shortcut:  [ALT + p] Note:  For directions to print, see Printing a Customer History later in this topic.

  After clicking Get Account, the customer's history displays.  For history details information, see the Customer History Detail Panel.

   

• Printing a customer's history, click More.

   

  1. To print a customer's history, enter a valid Customer ID, select a Service Code and then click Get Account .

  2. Click Print to display the History Inquiry Report window.

  Customer Inquiry Report window example:

  

   

  History Inquiry Report Prompt Options
  Dates To	To limit the report to a range of dates, enter the beginning Transaction Date in the range. (mm/dd/ccyy) Tip:  To include all dates on this report, leave blank.
  From	To limit the report to a range of dates, enter the ending Transaction Date in the range. (mm/dd/ccyy) Tip:  To include all dates, leave blank.
  View Types	To choose the types of history transactions to print, click to check the appropriate View Types listed. Tip:  To quickly select or de-select all View Types listed, click the Check All icon.
  	To begin printing to the Windows® default printer, click Print, or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To print to the Print View window, click here.
  	To escape from the print routine, click Cancel. Keyboard shortcut:  [ALT + c]

   

• Editing a customer's existing history transaction, click More.

   

  IMPORTANT:  

  • To avoid losing data, you must save new or changed records.

  • The Edit Command is only available when you select the History Detail Transaction option.

  1. To display the record to be changed:

  1. Enter a valid Customer ID.
     Tip:  If you do not know the Customer ID, you can click Search  to see a list of customers.
      

  2. Select the appropriate Service Code.

  3. Enter a range of Transaction Dates, if applicable.

  4. Click Get Account , or press [ENTER].
     Keyboard shortcut:  [ALT + t]

  5. From the Customer History Detail Panel, select the History Detail Transaction option.

  6. Click to highlight the history transaction to edit.

  7. Right-click to open the Shortcut menu.

  8. Select Edit History Record and the following window displays:
     
     

   

  2. To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3. Enter the data changes.

  4. To complete the edit process, click Save , or press [ENTER].
     Keyboard shortcut:  [ALT + s]

  5. To close the History Maintenance window, click Close .

   

• Report Sample(s), click More.

   

  To see an example of the report, click Customer History Report Sample.

   

• Understanding the field values for the following areas, click the section name in the table below: