Check customer history

Article • 4/27/2026 • 5 min read

Use the Customer/Distributor History page to generate:

To generate Customer/Distributor History Report:

  1. Open the Accounts (CUST) page.
  2. Select Sales Management > Master Data > Accounts.

Or

  1. Search for CUST or Accounts in the Navigation box and then select

    Accounts.

Accounts (CUST) page appears.

  1. Click Browse on the Toolbar.

    The Browse For Accounts window appears.

  2. Highlight a record and click Select. Or, double-click the record to use.

  3. On the Toolbar, click More Actions.

  4. Select More Actions > Actions > History.

    The Customer/Distributor History (CHIST) page is displayed.

  5. Review the information displayed.

To check customer history using the Customer Credit Status (ASTAT) page:

  1. Open the Customer Credit Status (ASTAT) page.

    Select Financial Management > Financial Transactions > Accounts Receivable > Customer Credit Status.

Or

  1. Search for ASTAT in the Navigation box and then select Customer Credit Status.

    Customer Credit Status (ASTAT) page appears.

  2. Click Browse on the Toolbar.

    The Browse For Customer Credit Status window appears.

  3. Select a record and click Select. Or, double-click the record to use.

  4. On the Toolbar, click More Actions.

  5. Select More Actions > Actions > Customer History.

    The Customer/Distributor History (CHIST) page is displayed.

  6. Review the information displayed.

    Apart from the information shown in the CUST page, the following fields are dis- played at the top of the Customer/Distributor History (CHIST) page:

    » YTD Goods/Svcs – The amount of goods and services ordered so far in the current year.

    » Prev Cal. Year – The amount of goods and services ordered in the previous calendar year.

    » Aging – Five different aging periods are displayed along with a total due for all invoices. By default, aging calculates based on the Due Date. Select the required option in the Calculate Aging By drop- down menu to calculate aging based on the Invoice Date or GL Posting Date.

    The grid in the middle of the page displays detailed information about the customer/distributor’s invoices. The following table describes the fields displayed in the grid.

Field NameDescription
Invoice NoThe number assigned to the invoice.
Inv DateThe date of the invoice.
Field NameDescription
Due DateThe date the invoice is due to be paid.
StatusThe status of the invoice.
Paid DateThe date that the last payment on this invoice was received.
Chk No.The number of the check received in payment for this invoice. If you have received multiple payments for an invoice, the word MULTIPLE displays and the Associated Checks but- ton is enabled when you select this row. Click this to display the Check List window that shows each check number, check date, and the check amount applied to the invoice. If a receipt has been voided the check number is displayed twice: once for the receipt, and a second time with the word VOIDED, and a negative amount.
Amt PaidThe total amount paid toward this invoice.
Rem BalanceThe amount of the invoice that has not been paid. This balance does not include any discounts or adjustments applied to this invoice
SourceThe type of document that was the source of the invoice. Any of the fol- lowing entries can appear in this field. AUTO Generated – an Invoice Prepayment (ARINV) Invoice – a Credit Memo (ARINV) Misc Cust Inv – aCustomer Invoice (ARINV) Receiver – a Credit Memo created from a Receiver (RECV) Shipper – a Shipper (SHIP) SO – a Sales Order (SO)
Source DocThe number associated with the record used to create the invoice, that is, the Invoice, Shipper, or Sales Order number. If the invoice was created from multiple shippers, the word MULTI displays and the Shipper List button is enabled when you select the row. Click this button to display the Shipper List window that shows each line item, shipper number, and sales order associated with the invoice.
Field NameDescription
SO No.The number of the Sales Order associated with the invoice.
PO No.The customer Purchase Order number, if any.
CurrencyThe currency used to pay the invoice.
Txn PaidThe payment amount converted to the currency used to make the pay- ment.
Txn BalanceThe invoice balance converted to the currency used to make the pay- ment.

Filter the information displayed in the grid

You can filter the information displayed in the grid from the fields available in the Filter By section. To filter:

  1. From the Invoice Status View list, select the status of the invoices you want to view.

  2. From the View Invoices Related To list, select the type of documents whose related invoices you want to view.

  3. Select the type of date you want to use: Invoice Date, Due Date, or Last Pay- ment Date. Then, enter the range of dates you want to view in the From and To fields.

    » On the grid toolbar, click Apply Filter.

    Following fields are displayed at the bottom of the page:

    » Amt Paid - Displays the total amount paid by the customer for all invoices listed in the grid.

    » Rem. Balance - Displays the balance amount due from the cus- tomer for all invoices listed in the grid.

To print or export the invoices displayed to an Excel spreadsheet