Using Receivables Adjustments Inquiry

1. When you first enter into the Receivables Adjustment Inquiry option, at the Customer field, enter the appropriate six character code to inquire about one customer, or a customer mask (//////) to inquire about all customers defined in the system.

If you are uncertain of the customer code, see Navigating Net Yield - Selecting a Customer ID Code.

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 would like the report to begin with.

3. At the End Date field, enter the date you would like the report to end with. Press Enter.

4. Once the date range has been entered, a Select An Option box will display. You have the ability to choose what accounts receivable adjustments to include on the report: credit memos, debit memos, credit orders, hand prepared invoices, or all adjustment types. Highlight the appropriate adjustment(s) and press Enter. If you want all adjustments in the date range selected, highlight ALL and press Enter.

The following information will display:

• Customer – The customer's name.
• Type – The type of receivable adjustment:
  • CM – credit memo
  • DM – debit memo
  • CR – credit invoice
  • HI – hand prepared invoice
• Ref – The reference number for the receivable adjustment
• Date – The date the receivable adjustment was issued
• Description – The receivable adjustment description
• Amount – The dollar amount of the adjustment.

Note: The Next Page and Previous Page buttons will appear in the command options if more than one screen is needed to display the above information.

5. The Receivable Adjustments Inquiry will display. 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.

Security Required : Receivables - Receivable Inquiry