Skip to main content
Solved

simple report for customer totals

  • April 20, 2022
  • 3 replies
  • 180 views
  • Translate All
Jr Varsity III
Forum|alt.badge.img

hi all, is there an out of the box report that shows totals sales for a customer? this would include open sales and sales history and should also include credits. 

thanks in advance.

Best answer by DavidEichner

You should be able to create a Generic Inquiry that would do that.

View original

    3 replies

    DavidEichner
    Captain II
    Forum|alt.badge.img+14

    You should be able to create a Generic Inquiry that would do that.

    Translate
    David Eichner, CPA - If I helped you, please *Like* my post/reply. If I provided an answer to your question, please mark it as *Best Answer*.
      Kandy Beatty
      Captain II
      Forum|alt.badge.img+18

      HI @marisa10 

      Here is a template you can start off for your GI:

       

      Translate
      Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
        Jr Varsity III
        Forum|alt.badge.img
        • mna10
        • Author
        • Jr Varsity III
        • June 27, 2022

        Thank you!

        Translate
        Terms & ConditionsAccessibility statement
        About Acumatica ERP system
        Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
        © 2008 — 2024  Acumatica, Inc. All rights reserved