The Month to Date (MTD) and Year to Date (YTD) dialogs allow you to view the ship to customer's sales history during the invoicing process. This feature allows you to quickly locate a previously purchased item or gain an insightful overview of the customer's purchasing tendencies.

 

All sales which have not yet been transferred to history (using the Close Period utility), can be viewed using the Month to Date Sales dialog. Conversely, the Year to Date Sales dialog list only items that have been transferred to history.

 

•The MTD/YTD Sales dialogs can be accessed by first clicking the Prior Sales button followed by the MTD Sales or the YTD Sales option.

 

•See the Prior Sales topic for detailed information about multiple item selection and sort features in MTD or YTD Sales.

 

 

 

•Pressing the Enter key will add the currently selected line item to the invoice.

 

•Clicking the Cancel button will return you to the invoicing window without adding any items.

 

•The Month to Date Sales dialog will not be available when working with Sales Orders.When working with Sales Orders, you will only have access to the YTD Sales option.

 

 

Keyboard shortcuts