Applies to: RollMaster (RM) Core
Use this article as a reference for the Credit/Return Report module
Does Not Cover: Retail Lead Management (RLM).
Menu Path: Sales Processing > Reports 1 > Credit/Return Report
For other Sales Processing programs, refer to the Sales Processing module documentation.
This report works in tandem with the F3 Credit procedures, which have been explained above in the Order Entry Maintenance section of this manual. This report will print out a list of all Credit Memos created in the system with the corresponding Job Number, original Invoice # and amount, the amount of the credit, the amount refunded, the salesperson, and the customer. It will also print any Notes added during credit processing. It can be sorted by Branch, CM Invoice #, CM Invoice Date, Salesperson, and Payment Type Code. As an example, if you wanted to see a list of credits performed by each Salesperson for a specific time period, you could use this report for that purpose. When you enter this report module, the cursor will be positioned in a Select Option box. Set your print parameters and then arrow down to the Print option and hit enter. The report will begin printing and the system will place the cursor back at the Sales Processing Reports Menu 1 of 2. This report can be exported to Excel.