Filter field descriptions

Use the filter fields available to refine which Credit Notes the Credit Enquiry report displays. The filter fields available to the Credit Enquiry are:

• Date From: Select a date in the field's calendar.
• Date To: Select a date in the field's calendar.
• Transaction Date: Use the dropdown menu to select which type of date the Date From and To filters apply to:
  
  • Credit Date
  • Receipt Date
• Credit Number: Field used to search for a specified credit note by its unique reference number.
• Invoice Number: Filter for the credits by the invoice they've been created from, using the invoice number.
• Credit Status: Use the drop down menu to filter Credit Notes by their current status:
  • Parked
  • Completed
  • Deleted
• Product Code: Filter by a specific product by code.
• Product Description: Filter by a product description (will auto-populate if the Product Code filter is used).
• Customer Code: Filter unit sales by a specific Customer, using their the Customer Code.
• Customer Name: Filter unit sales by a specific Customer, using their the Customer Name.
• Product Group: Use the dropdown menu to filter by products on purchases by their product group.
• Credit Reason: Use the dropdown menu to filter by Credit Reason provided, per credit line.
• Warehouse: Use the multi-select dropdown menu to filter by Warehouse allocated to the Credit Note.
• Salesperson: Use the dropdown menu to filter by Sales Person allocated to the original Sales Order.

Grid column descriptions

By default, the following columns will populate in the Credit Enquiry's grid:

• Credit Date: Displays the credit date for the Credit Note.
• Receipt Date: Displays the receipt date for the Credit Note (the date the Credit Note was completed).
• Return: Displays a tick icon if the credited product's stock was also returned to your inventory. If the stock was not returned, the field will be blank.
• Credit Number: Displays the credit number as a quick link, which will redirect you to the Credit Note page. 
• Customer: Displays the Customer's name as a hyperlink, which will redirect you to the customer's record.
• Product: Displays the product's code as a quick link, which will redirect you to the product's page.
• Product Group: Displays the name of the Product Group the product's allocated to.
• Credit Reason: Displays the credit reason allocated to the credited product.
• Status: Displays the current status of the Credit Note.
• Quantity: Displays the number of units included on the Credit Note for the product.
• Sub Total: Displays the sub total price credited for the product. 

Hidden Columns

Using the Hidden Columns button you can choose which columns are shown on the grid and where. To add or remove a column, simply drag and drop the columns you like to and from the Hidden columns box.

The following column headers are also available to include on your Credit Enquiry and can be found in Show Toolbar, Hidden Columns:

• Customer Code
• Invoice Number
• Product Code
• Reference Number
• Sales Person
• Unit
• Warehouse

Footer descriptions

After the Sales Enquiry has been run and populated results, the following values are displayed at the bottom of the page:

• Credit Count: Displays the total number of populated credit lines across all Credit Notes.
• Total Credit Value: Displays the sum total credit value of all credit lines populated.