Customer Purchase History

Hi @dougmcbride79 

There is not one out of the box, but here is one that is I have used for Invoiced Items that you could use if you would like.

I made it into a Pivot Table (these are WAY under used in my opinion in Acumatica) as well!

Thank you so much.  Very kind of you.  

Hello @dougmcbride79 ,

Did you consider the Sales Profitability Analysis screen? It shows sales order history by customer and item.

Laura

Thank you so much.  

Kandy Beatty: Thank you again.  We have installed your pivot table.  WOW. So helpful.  Our sales team began using it for a long standing issue we had.  Thank you again.  Doug

Glad to have helped @dougmcbride79. Again, I think Pivot tables are so under used in Acumatica. I’ve started showing them more recently and the feedback is that most people didn’t even know they existed. 

​@Kandy Beatty I love the look of the pivot table. Do you happen to have another copy of that xml file?

Also, if you could share a screenshot of how you’ve set up the pivot, that would be very helpful.

The downloaded file does not work any more. I get this error when I open it in a text editor:

“This XML file does not appear to have any style information associated with it. The document tree is shown below.
<Error>
<Code>AccessDenied</Code>
<Message>Access denied</Message>
</Error>”

And this error when I try to upload the XML into the GI page:

“An unhandled exception has occurred in the function 'MoveNext'. Please see the trace log for more details.”

Thanks,
Nathan

Hi ​@nathand - I was able to right click → save link as and open the file fine in a text editor. I have attached again in case it helps. 

Thanks ​@Chris Hackett, for whatever reason this file works without issue for me.