Running the Credit Reason Report

Use the Credit Reason Report to summarize the credits you have issued for returns, along with the reason codes for those returns. You can run the report for specific locations, customers, employee categories, or employees. In addition to the criteria you select when running the report, the report includes the return codes, line items, total quantities, and dollar amounts associated with each return.

To run the Credit Reason Report:

From the Orders > Reports menu, select Credit Reason Report.
In the Br/Tr/All field, enter the branch, branches, or territories for which to run the report. Enter All to run the report for all locations.
In the Start Date and End Date fields, specify the date range for which to run the report.
In the Select and Sort by field, specify how you want to select and sort the report. Select Writer, Inside Salesperson, or Outside Salesperson. The default selection is Outside Salesperson.

Depending on your selection, a Writer, Inside Salesperson, or Outside Salesperson field displays. If desired, enter a specific employee to report on, or use the Multi Items hot key to select more than one employee.

In the Page Break on Sort (Y/N) field, enter Y if you want a page break after each sort option. Enter N if you do not.
In the Customer Level field, select Ship-To or Bill-To to specify the type of customer on which you want to report. The default selection is Bill-To.

Depending on your selection, the Bill-To Customer field below remains the same, or changes to a Ship-To Customer field.

If desired, in the Bill-To Customer or Ship-To Customer field, enter a customer for which to run the report. Or, use the Multi Items hot key to run the report for more than one customer.
In the Warehouse/Direct/Both field, select Warehouse, Direct, or Both to specify the sales sources for which to run the report.

Note: If you run the report for a specific customer and that customer has received credits for warehouse and direct orders, those credits will appear separately on the report, based on their sales sources.

Set options, if needed, and generate the report.