You can access the Credit for Transaction ID report by clicking the Credit for Transaction ID link as depicted in the following figure:
Upon clicking this link, following prompt is displayed:
This prompt displays the Transaction ID parameter and a Value field to display the corresponding parameter value. By default the Value field is filled with the value ALL.
You can click the (lookup) button adjacent to the Transaction ID parameter to pick the required values. Upon clicking this button, the Search window is displayed with all the available Transaction IDs.
You can click on a Transaction ID to select the same. You can also use the Search field to find a Transaction ID present in the Search window.
Click the button. The search operation is performed using the entered Transaction ID and the report is generated. A sample report is displayed in the following diagram:
The report header displays the Company Name and Report Name along with the details such as Transaction ID, Fiscal Year, Customer ID, and Type.
The contents of the report are the following:
|Plan ID||Displays the ID of the selected plan.|
|Txn Eff Date||Displays the effective dates of the transaction.|
|Period||Displays the period of the fiscal year on which the transaction is occurred.|
|Txn Line Type||Displays the business line type of the transaction.|
|Product ID||Displays the IDs of the products that had undergone in the transaction (sale).|
|Sales Amt||Displays the sale amount of the transaction.|
|Qty||Displays the number of products undergone in the transaction.|
|Gross Profit||Displays the gross profit obtained through the transaction.|
|Credit Amt||Displays the total credit amount of the transaction.|
|Payee Name||Displays the name of payees in the transaction.|
|Territory ID||Displays the territory on which the transaction is occurred.|
|Currency||Displays the currency in which the transaction has undergone.|
The report also displays the Total Gross Profit and Total Credit Amount.
The Pagination options enable you to navigate between various pages of the report. The Export options enable you to save the report contents locally. For more details, see Pagination and Export Options sections.