Is there are report or GI in Acumatica where one can see a customers purchase history by item?
Best answer by Kandy Beatty
View originalIs there are report or GI in Acumatica where one can see a customers purchase history by item?
Best answer by Kandy Beatty
View originalHi
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!
Hello
Did you consider the Sales Profitability Analysis screen? It shows sales order history by customer and item.
Laura
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
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
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.