--- title: "Customer Transaction Details" canonical: "https://kb.myframeworks.com.au/space/FRAM/28403462/Customer%20Transaction%20Details" format: markdown --- # Overview Finding transactions when users know the customer but not the exact product is very time consuming. The **Customer Transaction Details** screen allows you easily find and enquire on a customer transaction based on a product and when was sold. Once the search criteria have been entered the Customer Transaction Details screen displays a list of the transactions on a product line by line basis. > ℹ️ **For Example: **You might know the product that was sold and the approximate date it was sold on. This information will allow you to track down the customer and the transaction. # Accessing the Customer Transaction Detail Screen To access the ACTIVITY, perform the following: 1. Click **Frameworks **then navigate to **Receivables > Enquiries > Customer Transaction Detail** from the navigation screen. 2. Click **Find **to view all of the customer transaction details for invoices within the defined date range. > ℹ️ The **Branch** field defaults to the current session branch. # Navigating the Customer Transaction Detail Screen Once you have opened the screen you can view and open customer transaction information. There are 2 sections to the **Customer Transaction Detail** screen: 1. The **Search Options ** 2. the **Search Results**  ![image](media://ae0ac3e1-d12d-4400-ac9d-58f4b9eee5df) ## 1. The Search Options You can refine your search by: - **Customer:** Enter the **customers' name** or **ID** and select the customer for whose transactions you are looking for or click **Search **to open the **Customer Finder** window. - **Branch: **From the drop-down menu select the required branch of the customer's transaction. Select **All Branches** to view all transactions for the branches you have access to. - **From **and **To: **Enter the date range of the transactions. Click **Show Date Chooser **to use the date chooser. > ℹ️ The **From** date will default to *Todays date minus the FWRecDays integer* and the **To **date will default to *Todays date.* - **Include Invoices: **Enable the checkbox to include Invoices in the customer's transaction search results. This will be enabled by default. > ℹ️ If [Interim Invoicing](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28400532) is enabled, invoices in the interim queue will also be displayed. - **Include Orders: **Enable the checkbox to include Orders in the customer's transaction search results. - **Include Quotes:** Enable the checkbox to include Quotes in the customer's transaction search results. Click **Find **once your search criteria have been added to update the search results grid below. --- ## 2. The Search Results ### 1. Open a Customer Transaction Enquiry Click on the relevant **Transaction **hyperlink to open and view more details for the selected transaction. > ✅ Refer to [Customer Transaction Enquiry Dashboard](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28384484) for more information. ### 2. View a list of Customer Transaction Details From the search results grid you can quickly view customer transaction details broken down to each product line. > ℹ️ **Tip: **Right-click within the grid and **[Advanced Grid Features](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30509842)** to allow you to filter the results further. The information available from the results grid is: | **Field** | **Description** | | --- | --- | | **Transaction** | Displays the **Transaction Number **for the product line. Click on the hyperlink to open the transaction in Order/Quote/Invoice/Sales Order View screen. | | **Type** | Displays the **Type **of the transaction. This will be **Invoice, Order **or **Quote.** | | **Customer** | Displays the **Customer ID Number** for the transaction. A customer Id number of **0** indicates **Cash Sales.** | | **Name** | Displays the **Customers Name **for the transaction. If it is a cash sale the field will be empty. | | **Date** | Displays **Transaction Date** date the transaction was created. | | **Branch** | Displays the** Branch number** that this transaction belongs to. | | **Sales Rep ID** | Displays the **Sales Representatives ID** assigned to the transaction. | | **Assignee ID** | Displays the **Frameworks User ID **who is assigned to the transaction. | | **Product ID** | Displays the **Product ID** of the product line within the transaction. | | **Description** | Displays the **Product Description **of the product line within the transaction.
> ℹ️ Tally quantities and lengths will be displayed for the selected product. | | **Qty** | Displays the **Quantity **of the product on the transaction. | | **UOM** | Displays the **Unit of Measure **for the product on the transaction. | | **Unit Price Ex** | Displays the **Unit Price, excluding Tax, **applied to the product for the transaction. | | **Unit Price Inc** | Displays the **Unit Price, including Tax, **applied to the product for the transaction. | | **Discount %** | Displays the **Discount Percentage **applied to the product for the transaction. | | **Line Price Ex** | Displays the **Line Price, excluding Tax **applied to the product for the transaction. | | **Line Price Inc** | Displays the **Line Price, including Tax **applied to the product for the transaction. | > ✅ Refer to [Advanced Grid Features](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30509842) for more information on how to filter the search results grid. --- # Additional Information > ✅ Refer to [Customer Transaction Enquiry Dashboard](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28384484) for more information.
Related System Settings - Flags/General The below system settings may be used to customise the functionality of your Frameworks instance. | **System Setting - Numeric** | **Setting Purpose** | | --- | --- | | **FWRecDays ** | Number of days for invoice search | | **XMLTallyTextB** | Add bold trigger to tally text |