Gift Certificate/Voucher Tracking

Our school store just started using vouchers and the business department needs to see the specific items purchased on the certificate (as to allocate the money to the apporpriate department like apparel or school supplies). I tried running a couple of different reports and so far am only able to see that the gift certificate was puchased and whether there is a balance remaining. The reports do not seem to show the transaction number the gift certificate was used on. I thought a detailed sales report would do the trick, but it does not allow me to filter by tender type. Does anyone know of a way to pull up the receipts or show a history of what was purchased on a certificate?

Reply to
KatieH
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Katie,

Homework, yuck. You will need to create a custom report. Probably best to start with a Detailed Sales Report as it will show you most of what you want to see, the items on the transaction and the ability to drill down to the actual receipt.

Then you need to create a link between the TransactionEntry table and the TenderEntry table. For that, look at the Tender Summary report. Combine features (links and columns) from both and you have what you need.

Come back when you need more hints.

Reply to
Jeff

Reply to
KatieH

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