User guide

186 A/R–Accounts Receivable CC–Credit Card CCOF–Credit Card On File CV–Customer View
5 Manual Filter Selection
•
Invoice NumberInvoice Number
Invoice NumberInvoice Number
Invoice Number—Enter an invoice number to narrow the search to
a single order for the selected filter types.
•
Customer NameCustomer Name
Customer NameCustomer Name
Customer Name—Enter a customer name to narrow the search to a
single customer for the selected filter types.
•
CommentsComments
CommentsComments
Comments—Used to annotate memorized activity.
6 Memorize Activity Buttons
•
UU
UU
U
pdate Vpdate V
pdate Vpdate V
pdate V
iewiew
iewiew
iew—Includes the latest change to the activity view.
•
AA
AA
A
dd to Vdd to V
dd to Vdd to V
dd to V
iew Listiew List
iew Listiew List
iew List—Adds a new activity to the list.
7 Process Buttons
•
Print ResultsPrint Results
Print ResultsPrint Results
Print Results—Prints a hard copy of the current results view.
•
Close [F12]Close [F12]
Close [F12]Close [F12]
Close [F12]—Exits back to the
HPHP
HPHP
HP.
VIEW RESULTS TAB
Select this tab to display results from the View Definition tab.
8 Event Display
Once the criteria has been established, the results are viewed and
optionally printed from this tab.
Activity Log—
VV
VV
V
iew Results Tiew Results T
iew Results Tiew Results T
iew Results T
abab
abab
ab
8