Overview
Customer transaction lists help users find and review customer documents after they are saved. They are important for support, customer queries, reprints, and daily sales follow-up.
Where To Find It
Path: Customers > Transaction Lists
Access depends on the module, company setup, and security permissions assigned to the user.
How It Works
QBM stores each customer document type in its own list. Users filter by customer, date, reference, or status, then open the selected document for review or action.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Filters and search | Limits the list to the records the user needs to review. | Use it before opening records from a busy list. |
| Result list | Shows matching records with key dates, references, names, and amounts. | Use it to identify the correct record and compare activity. |
| Open and follow up | Opens the selected record or leads to the next action. | Use it when the list result needs more detail or action. |
Recommended Workflow
- Open the relevant customer transaction list.
- Filter by date range, customer, document number, or status.
- Review the list values and locate the correct document.
- Open the transaction when more detail or output is needed.
- Use print, PDF, email, or follow-up actions according to the document status.
Best Practice
- Use the correct document list for the question being asked.
- Search by document number when available.
- Open the transaction before reprinting or changing anything.