Account adjustment reporting

Howdy,

Can anyone tell me how to generate a report showing all adjustments to all customer accounts for a specific period?

ie: We give store credit for consignment/ swap items sold. these credits are applied to a customers acct. I want to know the dollar amount of credits made in June etc.

Also a report showing the entire history of a specific customers acct would be nice

thanks

Reply to
confluencekayaks
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Can anyone tell me how to generate a report showing all adjustments to all customer accounts for a specific period?

ie: We give store credit for consignment/ swap items sold. these credits are applied to a customers acct. I want to know the dollar amount of credits made in June etc.

Also a report showing the entire history of a specific customers acct would be nice

thanks -- Jon Kahn Confluence Kayaks

Reply to
CptSoft

Jeff,

Thank you very Much... that solves both problems since I can sort by customer and/ or date... Is it possible to add the Adjustment Comment field to that report?

thanks

Reply to
confluencekayak

Thank you very Much... that solves both problems since I can sort by customer and/ or date... Is it possible to add the Adjustment Comment field to that report?

thanks -- Jon Kahn Confluence Kayaks

"Jeff @ Check Po > Jon, > > Attached > > -- > > Jeff > Check Point Software > > ==================================================== > > You must be using Outlook Express/Windows Mail or some other type of > newsgroup reader to > see and download the file attachment(s). If you are not using a reader, > follow > the link below to setup Outlook Express. Click on "Open with newsreader" > under the MS Retail Management System on the right. > >

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> ==================================================== > > "confluencekayaks" wrote in > message news: snipped-for-privacy@microsoft.com... > Howdy, > > Can anyone tell me how to generate a report showing all adjustments to > all > customer accounts for a specific period? > > ie: We give store credit for consignment/ swap items sold. these > credits > are applied to a customers acct. I want to know the dollar amount of > credits > made in June etc. > > Also a report showing the entire history of a specific customers acct > would > be nice > > thanks > -- > Jon Kahn > Confluence Kayaks >

Reply to
CptSoft

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