Customer Last Purchase Maintenance

 

Window Details

 

How Do I...

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Overview

 

Clear Customer Purchase History

Fields

 

 

 

 

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Navigation

Select Sales Order Setup menu > Customer Last Purchase Maintenance.

This task is available only if Yes or Invoice is selected in the Retain Customers' Last Purchase History field in the Sales Order Options window.

Overview

Use Customer Last Purchase Maintenance to display and maintain item purchase history information for customers. This task will assist you in determining specific items and prices that a customer has requested in the past. This information is updated automatically when transactions are entered or merged, and can be accessed by using the Search feature in Sales Order Entry.

If the Inventory Management module is integrated with Sales Order, customer last purchase history information is tracked for standard inventory items as well as miscellaneous items entered for Sales Order. If Inventory Management is not integrated, information is tracked only for miscellaneous items.

Because the customer's last purchase history information is immediately updated by all entries made in Sales Order Entry and S/O Invoice Data Entry, the information displayed represents the last entry for the customer and item and does not necessarily represent the last time that the item was purchased.  

Fields

 

Customer No.

Last Purchase Date

Name

Last Purchase Quantity

Item Code

Last Unit Price

Type of Record