Set Options for Credits Issued

When you click Sales in the Executive Information Summary (EIS) program, select Credits issued, and then click Detail, the program displays credit memos. You can set options that affect the display.

  1. (Optional) Click Prog opts to review your options. To change them:

    1. Click the Runtime tab to set runtime options. See Set Options for Reports and Inquiries for more information.

    2. Click the Selection tab to select specific records.

    3. Click the Program tab to set these program specific options:

Field Name

Type / Max Length

Action / Description

Exclude one-step sales orders?

Optional

Select to exclude sales orders (debit invoices) entered the One-Step Invoice Entry (RE) program or leave blank to include them.

Exclude debit memos?

Optional

Select to exclude debit memos entered the One-Step Invoice Entry (RE) program or leave blank to include them.

Exclude credit memos?

Optional

Select to exclude credit memos entered the One-Step Invoice Entry (RE) program or created for a return material authorization or leave blank to include them.

    1. (Optional) Click Save to save these options for future use.

    2. Click OK to apply these options or click Cancel to exit without applying them. If you click OK, see Display Issued Credits.