History Legacy Data
This chapter describes how to view legacy data in our ERP solution. This chapter is divided into the following sections:
- Viewing Legacy Data regarding Item Transactions
- Viewing Legacy Data regarding Sales Transactions on Customer Card
- Viewing Legacy Data regarding Purchase Transactions on Vendor Card
Viewing Legacy Data regarding Item Transactions
To view the legacy data of a specific item, proceed as follows:
- Use the quick search (ALT+Q) to find the Items page.
- Open the desired item card.
- Select Related > History > Other > Legacy from the menu bar.
The Legacy Item Ledger Entries page is displayed, showing all item transactions that were created in the legacy system.
Viewing Legacy Data regarding Sales Transactions on Customer Card
To view the legacy data of a specific customer, proceed as follows:
- Use the quick search (ALT+Q) to find the Customers page.
- Open the desired customer card.
- Select Related > History > Other > Legacy from the menu bar.
The Legacy Customer Ledger Entries page is displayed, showing all sales transactions that were created in the legacy system for the customer.
Viewing Legacy Data regarding Purchase Transactions on Vendor Card
To view the legacy data of a specific vendor, proceed as follows:
- Use the quick search (ALT+Q) to find the Vendors page.
- Open the desired vendor card.
- Select Related > History > Other > Legacy from the menu bar.
The Legacy Vendor Ledger Entries page is displayed, showing all purchase transactions that were created in the legacy system for the vendor.