Setting Up History IDs

To set up history IDs, use the System Defined History (SYSTEM_HIST_TABLE) and the User Defined History (CUST_HIST_TABLE) components.

This section discusses how to:

Review system-defined history IDs.
Define user-defined history IDs.

Note: You must define at least one user-defined history ID called SALES.

Pages Used to Set Up History IDs

Page Name	Definition Name	Navigation	Usage
System Defined History	CUST_HIST_S_TABLE	select Set Up Financials/Supply Chain, then select Product Related, then select Receivables, then select Options, then select System Defined History, then select System Defined History	Link system-defined history IDs to the SetIDs associated with customers for whom you want to track history.
User-Defined History	CUST_HIST_U_TABLE	select Set Up Financials/Supply Chain, then select Product Related, then select Receivables, then select Options, then select User Defined History, then select User-Defined History	Create the customer history IDs used to summarize history about customer receivables activity. For each history ID that you create, the system maintains the total specified customer activity for each fiscal year and accounting period.

System Defined History Page

Use the System Defined History page (CUST_HIST_S_TABLE) to link system-defined history IDs to the SetIDs associated with customers for whom you want to track history.

Navigation

select Set Up Financials/Supply Chain, then select Product Related, then select Receivables, then select Options, then select System Defined History, then select System Defined History

This table lists the available system-defined history IDs:

History ID	Description
AVGDAYS	Average Days Late
CURRENTDUE	Current Due
DSO30	30 Days Sales Outstanding
DSO90	90 Days Sales Outstanding
FUTUREDUE	Future Due
HI_BAL_AMT	High Balance Amount
HI_CURRENT	High Current Balance
HI_FUTURE	High Future Due
HI_OTHER	High Other Due
HI_PAST	High Past Due
OTHERDUE	Other Due
PASTDUE	Past Due
WTAVGDAYS	Weighted Average Days Late
WTAVGPAID	Weighted Average Paid
WTAVGTERMS	Weighted Average Terms

User-Defined History Page

Use the User-Defined History page (CUST_HIST_U_TABLE) to create the customer history IDs used to summarize history about customer receivables activity.

For each history ID that you create, the system maintains the total specified customer activity for each fiscal year and accounting period.

Navigation

select Set Up Financials/Supply Chain, then select Product Related, then select Receivables, then select Options, then select User Defined History, then select User-Defined History

Define as many history IDs as you need.

The system requires a minimum of one user-defined history ID called SALES. The Receivable Update process uses the SALES history ID to calculate DSO. If you cannot use the name SALES for this history ID, then you must change the Receivable Update process to ensure that calculations for DSO are correct.

Entry Type and Entry Reason

Enter the combination that the system should use to compile customer history. If an entry type has more than one entry reason, you need to list the entry type with each entry reason.

Note: If an entry type does not require an entry reason, you must list the entry type, but leave the entry reason blank. The history then includes those items with the entry reason that you indicated.