Credit Details
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This activity allows you to view the details of any credit documents (notes/invoice). The report also displays all receipt voucher details.
Select the “Credit Details” activity under the “Sales Report – IMS” business component.
The “Credit Details” page appears.
- Clicking this icon available near certain fields takes you to the help
page of the respective field.
Enter the following details in the filter criteria group box:
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Purpose |
Use the drop-down list box to specify the purpose of the credit document. The combo is loaded with the options “Blank”, “Leasing”, “Sales” and “Service Billing”. |
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Company Code |
The code identifying the company for which you want to view the credit details. Mandatory |
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OU |
Use the drop-down list box to specify the organization unit for which you want to view the credit details. |
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Scheme Code |
The code identifying the scheme for which you want to view the credit details. Press <Enter>. |
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Deposit Bank |
Use the drop-down list box to specify the deposit bank of the customer. |
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Bill Type |
Use the drop-down list box to select the bill type of the customer. |
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From Date |
The date from which the credit details to be viewed. |
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To Date |
The date until which the credit details to be viewed. |
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Customer Code |
The code identifying the customer. |
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Reference Code |
The unique code identifying the customer relationship number combination mapped to the scheme. |
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Status |
Use the drop-down list box to select the status of the reference code. |
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Document Status |
Use the drop-down list box to select the status of the credit document. The combo is loaded with the options “Blank”, “Authorized”, “Deleted”, “Fresh”, “Fully Adjusted”, “Partially Adjusted”, and “Reversed”. |
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Mode |
Use the drop-down list box to select the mode of the document to be generated. The combo is loaded with the options “Blank”, “Detail” and “Summary”. |
Click the “View Report” push button to view the credit report details.
The system displays the credit details report.
