Purchase Summary Detail

Create Purchase Summaries and add to Item Categories to track and summarize customer item purchases. Create Purchase Summaries statements for individual customer accounts or select Print Customer Summaries from the AR menu to be included with monthly Customer Statements. See Access Categories and Customer Purchase Summary for more information.

Access

Grant permission to User Profiles in Access User Profiles > select a User Profile > Security > Setup > Access Purchase Summaries.

Click to create a new Delayed Terms.

Enter a two character alpha-numeric ID.

Provide a Name of up to 30 alpha-numeric characters.