DDMSPLUS Ideas Portal
In AR History, add an icon to easily open the customer screen so billing information can be viewed or updated and add the Order History or Order Analysis Screen so that details of orders can be reviewed.
We have access to Customer and O/E History in a few places within A/R History.
In the A/R Summary and A/R Detail grid, if you right click on an invoice, you’ll see a menu. If you click Customer Master, it will open the customer database and bring up the record for whatever customer you’re viewing A/R History. If you click the Order Entry History option, and the line in A/R is a DDMSPLUS sales order, it will open the order in O/E History. These two same options are also available in the View menu.
There is also an icon in the tool bar for customers. You can personalize the toolbar and add the o/e history icon to the tool bar as well if you prefer the buttons to menus.
They will show as ‘inactive’ (or grayed out) until you select an invoice by clicking on it.