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Payment Receipt History Inquiry (Sales)

Payment Receipt History Inquiry (Sales)

Owned by Tom Williams
Last updated: Oct 31, 2022 by Emma Greenwood

The purpose of the Payment Receipt History Inquiry is to view all the Payment Receipts that were received in the Sales Functional Area. From here, users can review Payment Receipts, open the Payment Receipt transaction, and/or open the Deposit the Payment Receipt was deposited on. This inquiry is typically used to view posted Payment Receipts but all Payment Receipts, including open (unposted) Payment Receipts can be found here.

Software Version: 2022.10.31 and newer

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Search OptionsDescription
Auto Hide FiltersA non-required text box that defaults as checked and is used to determine if the Search Options should be hidden when the Inquiry runs or is refreshed.
  • When checked, each time the 'Refresh' button is clicked, the search options will be hidden, allowing for more rows of data to be visible on the page. This behavior is ideal for users that have entered their search parameters and want to see the results in full-screen. 
  • When unchecked, the search options will not be hidden when the 'Refresh' button is clicked. This behavior is ideal for users that need to run several searches with different search parameters.

Users can only change the default value of this setting with a custom search in the "Saved Searches" lookup. If you change the default setting but do not save it in a custom search, it will only remain this way while the page is opened.

Refer to this FAQ for advanced search options.

Auto Refresh on OpenA non-required text box that defaults as checked and is used to determine if the inquiry opens with or without data in the grid.
  • When checked, each time the page is opened, the search is run using the default parameters (or a 'Saved Search' if one was set as your default for the page) so the grid will be populated with data .  
  • When unchecked, the search is NOT run when the page opens and no data will be present until the 'Refresh' button is clicked. 

Users can only change the default value of this setting with a custom search in the "Saved Searches" lookup.

Refer to this FAQ for advanced search options.

Checkbook

A multi-select lookup to select one or more Checkbooks. If left blank, the data will not be limited by this parameter. If one or more values are selected then only Payment Receipts for the selected Checkbooks will be returned.

Include Open TransactionsA Yes/No lookup to identify if the data returned includes open (unposted) Payment Receipts. This defaults to "no" but can be changed to "Yes". 
Saved SearchesDisplays the saved searches lookup and related icons. This tool allows users to select previously saved search options, create a new set of search options, save changes to existing search options, forget/delete saved search options and/or assign a saved search option as the default for the page. Once changes are made to the search options, the user can click the Save Options icon and save the changes. Saving search options will also save the preferences for 'Auto Refresh on Open' and 'Auto Hide Filters'. The new search option can also be set as the default.  Default searches can be removed by clicking the 'Set as Default' button again when the current default search is selected.  

Refer to this FAQ for advanced search options.

Trans. DateA text box to identify the method for selecting a date range, a specific date, or a min/max date.  This is required to return results and defaults with a date range of the past 30 days. 

For help on using this control refer to the FAQ Article Using the NorthScope Date Control.

Page Details

Toolbar Icons

Description
Column Filter Show/Hide Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column.
Excel Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported. 
Favorites Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.