View a customer's sales history, based on the ship-to addresses on their invoices!

When entering an Invoice, Order, or Quote, you can query what items had been entered previously for a specific customer and specific Ship-To address.

(Based on the first line of the Ship-To address only.) This query is available through the F2 function key at the SHIP TO field:

+------------------------------------------------------------------------------+
¦SIPROC1                         Add Documents              COMPANY ID: SP     ¦
¦03/18/97                    Software Professionals                            ¦
+------------------------------------------------------------------------------+
DOC TYPE....: I  Invoice                DOC STATUS.: A Active
DOC NUMBER..: 023554
CUSTOMER ID.: ANDERA
DOC DATE....: 03/18/97

SOLD TO.....: Anita S. Anderson         SHIP TO....: Anita S. Anderson
              321 Church Street                      321 Church Street

              Decatur, GA                            Decatur, GA
              30078                                  30078
CONTACT.....: Anita Anderson            SALES TAX: 001
PHONE.......: 404/555-1212                         GEORGIA                4.000
PHONE #2....:                                      FULTON                 1.000
P.O. NUMBER.:                                      MARTA                  1.000
P.O. DATE...: 03/18/97
SALESMAN....: NEW SALE
TERMS CODE..: 1   2/10,NET 30
SHIP DATE...: 03/18/97
SHIPPED VIA.:
JOB/ORDER NO:
 F1-Help   F2-Query  AltD-Date  ShF5-Status Chg F6-UsrDef  F8-Undo            N

When F2 is pressed, the following box will pop up, listing the descriptions of items sold on previous invoices for this customer that had the same first line of the Ship-To. The items are listed in reverse date order (most recent invoice date first).

+------------------------------------------------------------------------------+
¦SIPROC1                         Add Documents              COMPANY ID: SP     ¦
¦03/18/97                    Software Professionals                            ¦
+------------------------------------------------------------------------------+
DOC TYPE....: I  Invoice                DOC STATUS.: A Active
DOC NUMBER..: 023554
CUSTOMER ID.: ANDERA
+ CustID   Ship-To                   Item ID             Sales    Inv Date    +
¦ ANDERA - Anita S. Anderson         PAPP0900121REF      NEW SALE 03/18/97    ¦
¦                                    21 CUBIC FT. COMMERCIAL REFRIGERATOR     ¦
¦                                    AVAILABLE WITH 2-YR WARRANTY AT NO EXTRA ¦
¦                                    COST                                     ¦
¦ ANDERA - Anita S. Anderson         PAPP0900121REF      NEW SALE 03/18/97    ¦
¦                                    21 CUBIC FT. COMMERCIAL REFRIGERATOR     ¦
¦                                    AVAILABLE WITH 2-YR WARRANTY AT NO EXTRA ¦
¦                                    COST                                     ¦
¦ ANDERA - Anita S. Anderson         PAPP0900122REF      NEW SALE 03/18/97    ¦
¦                                    22 CUBIC FT. COMMERCIAL REFRIGERATOR     ¦
¦ ANDERA - Anita S. Anderson         PAPP0900120REF      BBS      03/12/97    ¦
¦                                    20 CUBIC FT. COMMERCIAL REFRIGERATOR     ¦
¦ ANDERA - Anita S. Anderson         PAPP0900120REF      BBS      10/23/96    ¦
¦                                    20 CUBIC FT. COMMERCIAL REFRIGERATOR     ¦
¦ ANDERA - Anita S. Anderson         PAPP0900120REF      BBS      10/23/96    ¦
+-----------------------------------------------------------------------------+
                                                                              N

The query displays the Customer ID, the first line of the Ship-To, the Item ID, the Item Description, the salesperson and the invoice date as entered on the invoices.

If the first line of the Ship-To is blank when you press F2, the query will show the customer's entire history, for all Ship-To addresses.

This query stores information in a supplemental data file, which must be set up before you can use this enhancement. This is done by running Recover Data Files for Invoicing/Order Entry, Recover All Files. (As always, a full data file backup is recommended before running this procedure.) If you want the query to show invoices that have been previously entered before this enhancement was activated, it is necessary to run a utility to put those invoices in the supplemental data file. The option that does this is Invoicing/Order Entry, Processing, Extended Processing, Rebuild Special SI Lookups.

These options may take quite a while to complete, based on how many current and posted invoices you have on your system. Once these steps have been completed, the query will show all past invoices on the system, and new invoices as you enter them.

Invoices will appear in the query until they are removed from the system with the Delete Previously Posted Invoices option.

An additional feature of this enhancement is the ability to limit the query to specific product codes. If you wish to take advantage of this feature, you must create a text file in the Peachtree program directory. The file must be called SQSPRODS.PRO, and its first line must be the product codes, without any spaces. For example, if you only want the query to show product codes A, B, and C, you would create the file SQSPRODS.PRO with the following line:ABC.