Search transaction history on delivery address
  • Nat
    Search transaction history on delivery address

    by Nat » Wed Apr 12, 2006 10:44 am

    I realise you can search on transaction number, date, account code, order number and so on when searching customer transaction history. Is there any way to search on the customer's delivery address as well?
  • COBS Tech Support
    Posts:683
    Joined:Fri Sep 09, 2005 8:23 am

    by COBS Tech Support » Wed Apr 12, 2006 10:48 am

    If you are using the Enterprise or Corporate Edition then it is possible to set-up searches in many areas of CAPITAL on additional fields.

    To do so on the customer transaction history file (typically invoices, adjustments, etc.) for delivery addresses, follow this example:

    1. From the CAPITAL main menu select Special|Installation Workshop
    2. From the Installation Workshop main menu select Build|Index Builder
    3. When prompted to close CAPITAL down, do so.
    4. Under Database Table list, select "Invoice"
    5. Press the Add button
    6. Fill in the record as follows:

    Sort Name: UDDADDRESS
    Description: Delivery Address
    Sort Expression: DADDRESS
    Scope Condition: Blank

    Press OK
    Press Update button, then Start, then Done (or Close) when finished.
    Press Leave (or Close)

    7. Exit Installation Workshop and restart CAPITAL
    8. From the main menu select Section|Customers and click on Tran tab
    9. Press Find button and under "Search On" you will now see "Delivery Address" added to your database as a search option.

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