Customer Account Activity
- Charles Diab (Unlicensed)
Description
The Customer Account Activity report prints a specific customer or list of customers and their account activity for a specified date or date range. The report identifies any customer who used money from their Account Cash, added money to their Account Cash, used meal credits from their account or purchased additional meal credits.
Note: The sort order on the Customer Account Activity Report has been changed to Lastname, FirstName, Middle Name.
The Trans # column lists the transaction ID numbers, which identify the transactions. The Transaction number is needed to edit the transaction if there is an error is made. The report is sorted by transaction number from the lowest to highest number.
On this report, only prepayments taken at the Point of Sale will be indicated by the word "prepayment" in the comments field.
Note: A meal credit will not be used for a second meal if "No" is selected when answering question # 2 in EZ Views | Setup | Point of Sale | Customer Accounts.
When to Print this Report
The report can be run at the site after one or all meal sessions have ended. The report is traditionally run for one site for a date range, or for multiple sites for a single date.
Primary Table Source
This report is generated from the POSTransHist table.
