The Download via Sheet option using the ‘Customer’ selection will return ALL open transactions, refined by a combination of Customer Number, Customer Name, Override Customer Number and Override Customer Name. The purpose of this download is to show all open transactions for the specified Customer Name/Number.
Enter the Customer Number, Customer Name, Override Customer Number and/or Override Customer Name you wish to use as criteria.
Click the ‘Download’ icon and select ‘Download via Sheet’:
The following form will open:
Select ‘Customer’ as the column to download by.
Select ‘OK’.
When the download is complete you will be encountered with a window asking if you would like to clear the download criteria.
Click ‘Yes’ when you do not require the previous download filters. On the other hand, click ‘No’ if you would like to retain the filter criteria in the sheet.
The download then prints all data found with the applied filters to the sheet.
Note - The Max Rows button (set in the Download form) allows you to limit the number of rows of data which will be returned when using the functionality of ‘Download via Sheet’. The default number is 1000.
Once downloaded, the information can be modified to create a new receipt, transactions or adjustments by, e.g. updating dates, updating the amount, etc. This data can then be uploaded as a new record.
Notes:
Only Application data for the Customer will be downloaded to the sheet.
Adjustments will be only be returned in Adjustment mode.
