cats:procedures:contract:contractbuyerhistory

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cats:procedures:contract:contractbuyerhistory [2019/10/23 15:25] – created jencats:procedures:contract:contractbuyerhistory [2019/11/11 16:23] (current) jen
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-====Buyer/Seller History====+=====Buyer/Seller History====
 +{{entry>0;Buyer History;-}} 
 +{{entry>0;Seller History;-}} 
 +This quick view report gives a history of sales or purchases for a particular account. 
 +There are two ways to get the buyer or seller history. 
 + 
 +====Main Menu==== 
 +Choose **Contract** from the main menu. Then choose **Seller** or **Buyer** account. 
 +[{{:cats:procedures:contract:buyerseller_mainaccess.png|Buyer/Seller history from main menu}}] 
 +Enter the account. Press **OK** to continue. 
 +[{{:cats:procedures:contract:buyerseller_selectacct.png|Select the account}}] 
 +You will get a contract item history for the selected account. 
 +{{:cats:procedures:contract:buyerseller_listofitems.png|List of items for selected account}} 
 + 
 + 
 +====Question Mark==== 
 +The **Question Mark (?)** menu is available to you wherever you are in CATS. Use the **Question Mark (?)** to access **Buyer** or **Seller** account history. 
 +[{{:cats:procedures:contract:buyerseller_questionmarkaccess.png|Use question mark to access buyer/seller history}}] 
 +Using the **(?)** will bring up the history of the last account viewed in CATS. Use the filters, on the left, to change account or to search for a specific item.  
 +[{{:cats:procedures:contract:buyerseller_listofitems.png|List of items for selected account}}] 
 + 
 +{{tag>"buyer or seller history"}} 
  
-Quick view of a report gives a history of sales or purchases for a particular account. 
  • cats/procedures/contract/contractbuyerhistory.1571844334.txt.gz
  • Last modified: 2019/10/23 15:25
  • by jen