We have a number of customer's with uncollectable balances. We would like to selectively write these off (zero our their balance). I realize that I can make an adjustment in their record to zero their account (I have even made an Reason Code for this). The problem is that I would like to generate reports showing how much (and for whome) these were written off. I can't seem to find a report to do this. Is there a better way? I am using Store ops 1.3.
Thanks,
Adam
Unfortunately RMS doesn't have a good way to do customer write-offs. Even if you do an adjustment you end up throwing your Accounts Receivable balance off.
What we do is Z out and then run a ZZ Report. Next we do the write offs as regular payments on the account as cash payments. Then we Z and ZZ out again. This limits your write-offs to one particular batch and they'll show in a Z report.
Then use the report I've enclosed to view the break down of that batch with custmer names and the amounts paid.
Hope that helps.
begin 666 Custom - Tender Detail Report.qrp M+R\M+2T@4F5P;W)T(%-U;6UA
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