Customer Item Sales History for D365 Business Central

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Helpful Customer Item Sales History User Guide for D365 Business Central

System Solutions LLC Customer Item Sales History for D365 Business Central User Guide

Customer Item Sales History
Customer Item Sales History

Customer Item Sales History places a link on the Customer Card > Related > Link > Item Sales History that opens a page that show's the customer's item sales history.

Extension

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System Requirements

  • Microsoft Dynamics 365 Business Central version 24.0 or Newer

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Customer Item Sales History Overview

Customer Item Sales History Features

  • The Customer Item Sales History app places a link on the Customer Card > Related > Link > Item Sales History that opens a page that show's the customer's item sales history.
  • This list page is based on legacy Microsoft RMS Customer Properties > Purchase History tab, but includes additional fields such as Serial No.

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Extension Setup Or Configuration Page

  • No setup required

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Suggested Personalization

  • Personalize the action button to the Customer Card main menu if frequently used

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Operation Instructions

  • The app places a link on the Customer Card > Related > Link > Item Sales History that opens a page that show's the customer's item sales history.
  • Customer Card > Customer > Item Sales History (or Customer Card > Related > Customer Other) if using long menu.
  • This list page is based on legacy Microsoft RMS Customer Properties > Purchase History tab, but includes additional fields such as Serial No.

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Navigating The Item Sales History Page

  • Item No.: The unique identifier for the item.
  • Description: A brief description of the item.
  • Quantity: The quantity purchased.
  • Date: The date of the transaction.
  • Serial No.: The serial number associated with the item, if applicable.

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Filtering By Serial Number

  • There is also an action at the top that allows the user to quickly filter to only lines that contain a serial number.

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Example Business Workflows

Customer Purchase Lookup At The Service Counter

  • A user opens the Customer Card for the desired customer.
  • The user selects Customer Card > Related > Link > Item Sales History.
  • The user reviews the customer's item sales history list page to locate prior purchases.

Long Menu Access Path

  • A user opens the Customer Card for the desired customer.
  • The user selects Customer Card > Related > Customer Other if using long menu.
  • The user opens Item Sales History from the long menu path.

Serial Number Review Workflow

  • A user opens the customer's item sales history page.
  • The user reviews lines that include fields such as Item No., Description, Quantity, Date, and Serial No.
  • The user uses the action at the top to quickly filter to only lines that contain a serial number.

Legacy Microsoft RMS Purchase History Replacement Workflow

  • A user who previously referenced legacy Microsoft RMS Customer Properties > Purchase History tab opens the Business Central Customer Card.
  • The user selects Item Sales History.
  • The user reviews the list page that is based on legacy Microsoft RMS Customer Properties > Purchase History tab and includes additional fields such as Serial No.

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Conclusion

Customer Card access to Customer Item Sales History gives users a direct way to open a customer's item sales history from the Customer Card and review past item purchases, including serial number details when applicable.

The available access paths are Customer Card > Related > Link > Item Sales History, Customer Card > Customer > Item Sales History, or Customer Card > Related > Customer Other if using long menu.

View the Microsoft Marketplace page for Customer Item Sales History: Customer Item Sales History on Microsoft Marketplace.

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