Using the Customer Inventory History Ledger

Use the Customer Inventory History Ledger to list every product that a customer purchased as of a given date for one or more branches.

In addition, use the ledger to look for and manage exceptional sales. These are the unusual sales, such as when a customer buys 100 of a product for a special job instead of their normal order of 12. Exclude such sales from the product demand calculations used for inventory forecasting by changing the order type to Except in the ledger.

To use the Customer Inventory History Ledger:

From the Orders > Inquiries menu, select Customer Inventory History Ledger.

Note: When accessing the Customer Inventory History Ledger from other screens, the system uses the customer information from those screens.

In the Customer field, enter the customer for whom to view activity.
In the Br field, enter the branch in which to view customer activity, or enter All to view activity in all branches.
In the As Of Date field, enter the date up to which to view customer activity.
Review the following information:

Column	Description
Reference	Transaction number.
Ship Date	Date the product shipped.
Type	Stock location type. If needed, change the type from Stock to Except. Note: You can only edit this field if the type is Stock or Except.
Qty	Quantity purchased.
Br	Branch from which the customer requested the product.
Product Description	Description of the product purchased.

Press Esc to exit the screen.

More Options from the Customer Inventory History Ledger Screen

The Customer Inventory History Ledger screen also offers these options:

Hot key	Function
View	Displays the selected transaction in view-only mode.
Edit	Displays the selected transaction for editing.
Future Ledger	Displays the Future Ledger screen for the selected product. Use this screen to view product availability projections for a selected product.
Inv Inq	Displays the Inventory Inquiry screen for the selected product. Use this screen to view actual availability and other inventory information for a selected product.
Cust Inv Hist (Alt-C)	Displays the Inventory History Ledger for the selected product and this customer. Use this screen to view the inventory history of a selected product and customer.
Inv Hist (Alt-H)	Displays the Inventory History Ledger for the selected product. Use this screen to view the inventory history of a selected product.
Xref	Displays any cross-reference links for the product to related information on Web sites. Select a link to open it in your default Web browser.
Select	Displays the Select Pattern prompt. Use this prompt to limit the number of transactions that display.