Credit Note Detail Report

This report will identify any outstanding credit notes so action can be taken, to follow up with the supplier for the credit, to address SOH issues and also help with in-store training, where large numbers of credits are being generated because of ordering errors.

1. In System Menu, Reports > Report Generator

2. Supplier Reports

3. Select Credit Note Detail

4. Select Open Report

5. Location Pre-Selected

6. Select Supplier/Leave Default “All Suppliers Ticked On” If using the “All suppliers option please beware an error message may appear if this occurs, please choose a supplier”

7. Choose Transaction Date

8. Select search criteria E.g.: Open, Pending, Etc. or leave as pre-selected

9. Select Process Now or Add to Schedule (See Scheduled Reports - How to setup)

10. When the report appears on the screen, select Show Preview and then print this page (PDF) or Export to Excel