Drag & Relate Tool (Sales-A/R Return) (8)

In case of any sales returns, SAP Business One provides return documents such as Return Request, Return, and A/R Credit Memo. In this blog we are going to discuss how A/R Credit Memo and A/R Credit Memo Details tabs under Drag & Relate Tool help the user in generating ad hoc reports. 

 

• A/R Credit Memo: -  You can generate a list of A/R Credit Memo available in the system using this tab, with the selection criteria of your choice. This is done by dragging and dropping the highlighted selection field onto the A/R Credit Memo tab. Some of the available selection criteria on the basis of which you can create an ad hoc report are as follows: - 

• Business Partners

• Business Partner Groups 

• Items

• Item Groups 

• Contact Person

• Warehouses 

• Manufacturers 

You also have the option to filter the report further by dragging and dropping the desired header field onto the filter symbol present in the bottom right corner of the report. 

• A/R Credit Memo Details: - This tab is an extension of the A/R Credit Memo business process information Tab, using this tab the user can generate reports which contain row level details on an individual A/R Credit Memo document as opposed to the previous report which only lists out the total number of A/R Credit Memos available in the system. The details this report contain are: - 

• Item No.

• Item/Service Description

• Quantity

• Unit Price

• Price Currency

• Row Total

You also have the option to filter the report further by dragging and dropping the desired header field onto the filter symbol present in the bottom right corner of the report.