In the window Customer/Business Entity Details, the operator may use the button [Transaction History] to open the history of a given customer’s transactions.

The list presents information on purchased, returned, ordered, and defective items:

• Item – it presents item name and information on features, attributes, and UPC codes
• Document Number – it presents the number of a document containing a given item and the number of a source document from which a given item originates. For instance, the field may present the number of a receipt and of an invoice generated from it.
• Created On
• Status – it may display one of the following options: Sold, Returned, Claimed, Ordered, Awaiting Pickup
• Quantity – it presents the quantity of a given item in a specific document
• Regular Price – it is the total price of a single piece (regardless of the value in the column Quantity)
• Discount – it is the total discount value displayed for a single piece (regardless of the value in the column Quantity)
• Final Price – it is the total value of a single piece (regardless of the value in the column Quantity)

The text filter field enables searching an item by:

• Name
• UPC code
• Document number

It is also possible to narrow the list down using the filter Status.

Transaction history includes items added to confirmed documents of the following types:

• Receipts
• Sales invoices
• Orders (except for ones which are completed or closed)
• Corrections
• Complaints

On the list, it is possible to:

• Preview a document associated with each list item using the button [Preview]
• Generate a complaint or correction for items with the status Sold
• Generate a correction for items with the status Claimed (as long as a given SCL document is associated with R/SI)
• Generate a document for an item with the status Awaiting Pickup which originates from a sales order available within a given center (in the same way as in the case of a similar button available on the sales order list)