In OE under History and item tab we use to be able to look up a customers history on an item or items by choosing invoice under the show documents section and clicking on load history. Now when we do this, the history is blank unless we check orders under the show documents too. Can anyone tell me what the issue may be? This happened after we installed the 8.1 D for OE, before the update everything worked correctly.

Thanks

Hi, Heather,

I've tested this using the current version, OE8.1E, and using OE8.1D with no problems. When there are results to display based on the criteria I have entered, it does.

I did a simple test enabling Invoices only and using Sort by criteria of Item number 'blank' to as many Z's as you can type in the Ending field, Customer number 'blank' to as many Z's as you can type int he Ending field and selecting each of the Period options followed by the Load History button.

If you have a particular Item and/or Customer code entered, try re-entering this information by selecting the Item and/or Customer code using the Finder buttons rather than typing them manually.

Hi Heather

Do you see any invoices under the History | Invoices tab? It's possible they got purged.

Steve

I tried the finder buttons and still nothing unless you have order checked off.
We also have 3 years of orders/invoices/credits in our history.

Hi Heather

I'm not asking about the finder buttons. I'm asking whether you see any invoices when you look under the History | Invoices tab.

Steve

Sorry my reply was for the other response. Yes, I have 3 years of invoices, orders and credits showing in the history under each of the tabs.

Hi Heather,

What are the exact ranges for customer(s), item(s) and dates you have selected on the Items tab of the History lookup, that is causing items to not be selected unless the Order checkbox is selected?

To start with, ensure that you can select items off of invoices by choosing to lookup ALL customers and items - have the customer/item range be from blank to zzzzzzzzzzzzzz - for the date range YTD (year to date) or even for the last 3 years . If this selection provides no data for the item lookup, do a data integrity check and include checking history (an option in the company profile). The history orders / invoices / credit notes screens show the document 'headers', and the history item lookup lists the document 'details'. You may have a corrupted history detail file and the details are gone. View one of your more recent historical invoices and see if the Details tab shows anything.

If you do get items to appear, then start narrowing your search by selecting a particular customer or item as the range, perhaps based on the data that is selected on the screen.

We have been trying to look-up only a single customer. I tried your suggestion and the data details show by leaving the customer area blank and ZZZZZZ. I then tried to look-up another single customer and the detailed data was there, but takes forever to load. I used more customers and some worked and some didn't. Just to let you know that in inventory under transaction history, I can choose the item range, date range plus customer range and the information will show there but this report has the COGS amt and I can not give the customer a copy. What I need is a report that I can give our customer (ex. the customer will call and ask for a list of fertilizers purchased last yr)

Remove the COGS column from the Grid and then ExcelDirect the result for your customer as a workaround until you figure out why the other inquiry is not working.

If you want, you can backup your data (all of it) and upload it to www.softrak.com/dbr and I'll take a look to try and explain why the records you expect are not appearing in the OrderEntry inquiry.