Navigation: Accounts Receivable > Customer Accounts > Customer Information > Customer History

1. The Customer History search page displays.
2. Enter Customer.
3. You can use the History ID field to select either a system-defined or user-defined history ID.  Use the percent sign (%) to group the IDs that begin or end with the same fragment. Or optional to leave Blank to pull all values.
4. You can use the History list to select the periods to display.  Values are:
   • All: Displays all available periods
   • Most Recent: Displays only the most recent period
5. Select Search.
6. The History page displays.  Use it to view both user-defined history and system-defined history.  The system stores customer history based on the fiscal years and periods that you define on the Detail Calendar page.
7. The Aging process and the Receivables Update Application Engine process (ARUPDATE) update the customer history elements.  If you have not run these processes recently, the history figures that you see do not reflect up-to-date activity.

8. Optional to select the History Chart tab to view a chart that has customer history information. You can override the values as needed.
   1. Select or lookup a History ID.
   2. Enter the Fiscal Year for which you want to see the customer history.  You can view history for only one year at a time.
   3. Select the Chart Type list to select the type of chart to display.
   4. Select Draw Chart.  The chart displays the customer history of customer ID.
9. Process complete.