The Credit Order Report is used to analyze why credit orders and invoices are being issued. The report can be run for a range of dates by sales rep, customer, items, and credit order reasons so that you can identify both the number of credits issued and the impact of the credits on your company's gross margin. By defining the reasons why credit orders are issued and then assigning them to credit orders, you can identify factors which have caused credit orders to be issued. Sales reps, buyers, dispatchers, and your production floor can then be held responsible for why the credit orders are issued and instructed to take the corrective measures needed to reduce the number of credit orders issued.
1. At the Customer field, enter the appropriate six character code to inquire about one customer or enter "//////" to inquire about all customers defined in the system.
If you press Enter without making an entry in the Customer field, the system will exit from this option.
2. At the Start Date field, enter the date you want the report to begin with.
3. At the End Date field, enter the date you would like your report to end with.
4. At the customer mask field, enter the appropriate six character code to inquire about one customer or enter "//////" to inquire about all customers (customer mask).
If you are uncertain of the customer code, see Navigating Net Yield - Selecting A Customer ID Code.
5. At the item mask field, enter the appropriate item code to inquire about one item or enter "//////" to inquire about all items (item mask).
6. Enter one, several, or all sales reps to be included in the credit orders report.
7. At the Reasons field, enter one, several, or all credit order reasons.
8. Command options will appear allowing you to print or choose from a set of other print options.
Use the Available Actions link below for more information.
| Available Actions | Printing |
Security Required : Receivables - Receivable Reports
| See Also |