Updating the Customer History File

Table of Contents

1. Introduction
2. Setup
3. Sample

 

Introduction

The customer sales history file does not update automatically. In order to update this file, a program must be run. The following
wiki explains which program to run to successfully update the customer sales history file and the customer sales history report.
If the customer history file is used often, this program should be run on a weekly or monthly basis.

 

Setup

In the main JAS menu, go to: Customers Processing Update CST Sales History File
Select the option to consider new transactions only. Click on "Proceed".
A message will appear in the top right-hand corner showing the accounts that are updating. Once complete, the program will close and the user will be brought back to the main JAS menu.

 

Sample

 

In the main JAS menu, go to: Customers Inquiry Customer Inquiry
Enter the appropriate customer. Click on "History".
The updated history of the customer will now be displayed.

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