Difference between revisions of "What does document history show me?"
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Katy Kitchen (talk | contribs) (Created page with "{{Review}} == Summary == All Sales and Purchase transactions are accessible from Document History. You can view and reprint invoices, view transaction details and output a li...") |
Katy Kitchen (talk | contribs) (→See also) |
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== Summary == | == Summary == | ||
All Sales and Purchase transactions are accessible from Document History. You can view and reprint invoices, view transaction details and output a list to file. | All Sales and Purchase transactions are accessible from Document History. You can view and reprint invoices, view transaction details and output a list to file. | ||
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* The various search fields will help you find the required information: | * The various search fields will help you find the required information: | ||
* At {{DataPrompt|Account}} select the ledger from the drop down: {{DataValue|S}} for Sales Ledger/Customers or {{DataValue|P}} for Purchase Ledger/Suppliers. | * At {{DataPrompt|Account}} select the ledger from the drop down: {{DataValue|S}} for Sales Ledger/Customers or {{DataValue|P}} for Purchase Ledger/Suppliers. | ||
| − | ** Choose a specific {{DataPrompt|Account}} or leave blank for all. | + | ** Choose a specific {{DataPrompt|Account}} or leave blank for all. |
| − | ** Choose the {{DataPrompt|Type}} of transaction or select {{DataValue|All}}. | + | ** Choose the {{DataPrompt|Type}} of transaction or select {{DataValue|All}}. |
| − | ** Enter a date range if you wish. | + | ** Enter a date range if you wish. |
* Click {{Button|Search}}. | * Click {{Button|Search}}. | ||
* Once on screen you can press {{KeyPress|S-F2}} to view the document details or, for documents produced from Platinum, press {{KeyPress|F6/S-F6}} to view or reprint a document. | * Once on screen you can press {{KeyPress|S-F2}} to view the document details or, for documents produced from Platinum, press {{KeyPress|F6/S-F6}} to view or reprint a document. | ||
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{{Tip|text=To see the turnover for a specific customer, supplier or for the whole ledger choose {{DataValue|Invoices/Credits}} then enter the date range for the period.}} | {{Tip|text=To see the turnover for a specific customer, supplier or for the whole ledger choose {{DataValue|Invoices/Credits}} then enter the date range for the period.}} | ||
| + | {{Information|text=You can also use the screen to search for a document by {{DataPrompt|Document}} number, Sales or Purchase {{DataPrompt|Ledger}} number or even an amount.}} | ||
| + | |||
| + | === Security Settings === | ||
| + | To ensure users cannot cleardown Document History (i.e. completely delete the transactions from your system) please check the following settings are in place: | ||
| + | * Go to {{PlatinumSettings}} | ||
| + | * Enter {{DataValue|cleardown}} at {{DataPrompt|Search on}} and cick {{Button|Search}}. | ||
| + | * Ensure {{DataPrompt|Cleardown document history}} is set to {{DataValue|Security Level 9 (highest)}}. | ||
| + | ** If not, click {{Button|Edit}} and amend the setting. | ||
| + | * You will also see how the specific user permissions for this field, displayed on the right hand side of your screen. | ||
| + | ** Review the list and ensure they are all set to either {{DataValue|System security level}} or they are set to {{DataValue|No}} ('''No''' is our recommended setting). | ||
| − | {{ | + | {{Tip|text=You cannot amend a user from here so to change user settings please follow the steps in [[How do I amend an existing user record?]]. Find the same setting within the {{Tab|Permissions}} tab for each user and change it to {{DataValue|No}}.}} |
== See also == | == See also == | ||
| + | * [[How do I reprint an invoice?]] | ||
| + | * [[How do I view sales or purchase turnover for a period?]] | ||
| + | * [[How do I cleardown customer or supplier transaction history?]] | ||
| + | * [[How do I Un-archive Sales/Purchase Ledger Transactions?]] | ||
| + | * [[How do I call up the CRM?]] | ||
* [[How do I view customer or supplier transaction history?]] | * [[How do I view customer or supplier transaction history?]] | ||
| − | * [[How do I | + | * [[How do I Set Up User Security in Platinum?]] |
| + | * [[How do I amend an existing user record?]] | ||
{{KB_Tags|reprint, re-print, invoice, history, document, view history, document history, archived, archive, find invoice, find credit, transaction, credit, copy, copy invoice, turnover, search by amount}} | {{KB_Tags|reprint, re-print, invoice, history, document, view history, document history, archived, archive, find invoice, find credit, transaction, credit, copy, copy invoice, turnover, search by amount}} | ||
{{FAQ}}{{How}}{{KB_SL}}{{ZN_Admin}} | {{FAQ}}{{How}}{{KB_SL}}{{ZN_Admin}} | ||
Latest revision as of 13:44, 6 October 2022
Summary
All Sales and Purchase transactions are accessible from Document History. You can view and reprint invoices, view transaction details and output a list to file.
More Information
Go to " Reports & Settings Document History View Document History".
- The various search fields will help you find the required information:
- At "Account" select the ledger from the drop down: 'S' for Sales Ledger/Customers or 'P' for Purchase Ledger/Suppliers.
- Choose a specific "Account" or leave blank for all.
- Choose the "Type" of transaction or select 'All'.
- Enter a date range if you wish.
- Click [Search].
- Once on screen you can press <Shift+F2> to view the document details or, for documents produced from Platinum, press <F6/S-F6> to view or reprint a document.
- You can also press <Ctrl+P> to output the results to Excel.
 | To see the turnover for a specific customer, supplier or for the whole ledger choose 'Invoices/Credits' then enter the date range for the period. |
 | You can also use the screen to search for a document by "Document" number, Sales or Purchase "Ledger" number or even an amount. |
Security Settings
To ensure users cannot cleardown Document History (i.e. completely delete the transactions from your system) please check the following settings are in place:
- Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings"
- Enter 'cleardown' at "Search on" and cick [Search].
- Ensure "Cleardown document history" is set to 'Security Level 9 (highest)'.
- If not, click [Edit] and amend the setting.
- You will also see how the specific user permissions for this field, displayed on the right hand side of your screen.
- Review the list and ensure they are all set to either 'System security level' or they are set to 'No' (No is our recommended setting).
| You cannot amend a user from here so to change user settings please follow the steps in How do I amend an existing user record?. Find the same setting within the [Permissions] tab for each user and change it to 'No'. |
See also
- How do I reprint an invoice?
- How do I view sales or purchase turnover for a period?
- How do I cleardown customer or supplier transaction history?
- How do I Un-archive Sales/Purchase Ledger Transactions?
- How do I call up the CRM?
- How do I view customer or supplier transaction history?
- How do I Set Up User Security in Platinum?
- How do I amend an existing user record?
