Acc Reports Unapproved Credit Notes

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[[Category:AccReps]]
[[Category:AccReps]]
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== Biz requirement ==
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Unapproved Credit Notes report is used for viewing the list of credit notes that have been issued but pending for approval
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== Button ==
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* Unapproved Credit Notes
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== Steps ==
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* Users go to Acc> Reports> Unapproved Credit Notes
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* Click Unapproved Credit Notes button
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* HTML result with Go back and Download to Excel buttons
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** Go back -> AccReport
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** Download to Excel -> Excel report
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* Download a spread sheet for unapproved credit notes report
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== Result ===
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* HTML and Excel
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* Display by columns:
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** CT# with link
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** Invoice# with link
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** Issued to (Mapped to bill to party)
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** Date issued (date that operator issued the credit note)
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** Issued by (Operator name)
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** Total (amount with currency)
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== Output ==
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* Download to Excel
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* HTML with paging and sorting report

Current revision as of 11:18, 5 August 2010


Contents

[edit] Biz requirement

Unapproved Credit Notes report is used for viewing the list of credit notes that have been issued but pending for approval

[edit] Button

  • Unapproved Credit Notes

[edit] Steps

  • Users go to Acc> Reports> Unapproved Credit Notes
  • Click Unapproved Credit Notes button
  • HTML result with Go back and Download to Excel buttons
    • Go back -> AccReport
    • Download to Excel -> Excel report
  • Download a spread sheet for unapproved credit notes report

[edit] Result =

  • HTML and Excel
  • Display by columns:
    • CT# with link
    • Invoice# with link
    • Issued to (Mapped to bill to party)
    • Date issued (date that operator issued the credit note)
    • Issued by (Operator name)
    • Total (amount with currency)

[edit] Output

  • Download to Excel
  • HTML with paging and sorting report
Retrieved from "https://wiki.jaguarfreight.com/Acc_Reports_Unapproved_Credit_Notes"
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