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Access Credit Statement for Payee Report

3 views 0 June 24, 2021 kbadmin

You can access the Credit Statement for Payee report by clicking the Credit Statement for Payee link as depicted in the following figure:

Upon clicking this link, following prompt is displayed:

This prompt displays Payee ID, Period Number, and Select Year parameters and Value fields to display the corresponding parameter values. By default the Value fields of Payee ID and Select Year are filled with the value ALL.

You can click the  (lookup) buttons adjacent to the Payee ID, Period Number, and Select Year parameters to pick the required values. Upon clicking this button, the Search windows are displayed with all the available values.

The Search window for Payee ID displays the Payee ID, Payee Name, and Payee Type values of all the available payees. You can click on any of these values to select a payee.

The Search window for Period Number displays all the available periods of a year. You can click on any of these values to select a period.

The Search window for Select Year displays all the available fiscal years. You can click on any of these values to select a year.

You can also use the Search field to find a value present in the Search windows.

Click the  button. The search operation is performed using the entered Payee ID, Period Number, and Select Year parameters 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 Payee ID, Fiscal Year, and Period.

The contents of the report are the following:

Column Name Description
Txn Displays the transaction name.
Plan ID Displays the ID of the selected plan.
Txn Eff Date Displays the effective dates of the transaction.
Transaction Type Displays the type of the transaction.
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).
Customer ID Displays the IDs of the customers who are involved in the transaction (sales).
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.
Territory ID Displays the territory on which the transaction is occurred.
Currency Displays the currency in which the transactions has undergone.

The report also displays the Total Sales Amount 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.

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