The Credits overview report is for information purposes only, it can be run per customer from Reporting, Credits Overview, for a specific or all sites and allows you to input a desired date range for the information, the report can be tailored to include or exclude the different credit status as listed below:
Awaiting Acknowledgement
Pending Investigation
Does not Balance Credit
Checked & Balances Credit
Completed Credit
Rejected Credit
Once the report has been generated, depending on the parameters set by you the exported CSV file will show the information below across each column:
Market Code
PID
Order ID
Credit note number
Credit note status
Order status
Purchaser site
Supplier
Depot
Product Description
Pack description
SKU
Credit request qty
Credit note qty
Credit request unit cost
Credit note unit cost
Credit request net value
Credit note total
Credit note total
Credit note comment
Credit request comment
Related order/s
Invoice number
Order invoice date
PID
Order status
SKU
PO qty Delivered qty
Invoice qty PO unit net
Invoice unit net
PO net value
Invoice net value
Order total
PO comment
Delivery comment
Invoice comment
📌 Note: This report can be scheduled to run daily, weekly or monthly.