Claims Report

Sales Report>File>Claims Report

This report will print a list of all claims.  By selecting certain parameters, customize this report.

Purpose	Tracking Claims	Data Source	Claims file
By Store	Y	By Sales Rep	Y	By Product Code	N
Profit	N	Customer Type	Y	Balance Due		Y
Order Status	Written or Delivered	.CSV output	Y	User Defined		Y
Paper Size	8.5X11	Balance to
Common uses: Checking the status of claims. Tracking Vendor Performance.
Tips for Use: Use customer types to differentiate types of claims i.e. defect, customer courtesy.

Beginning Date/Ending Date

Enter the beginning and ending date information here.  To include all dates, leave these fields blank.

Claim Against From-Claim Against To

Enter the names of the suppliers here. Selecting F8 will bring up the Select Info Source dialog box and give the option to choose between the Customer List or Vendor List. 

 

Report Type

Choose to report on Written/Delivered/Both or Undelivered Sales. Written is the date that the claim was entered, Undelivered will give a report of all claims which are not jobcosted.

 

Sort By

Customer Type/Invoice Number, Invoice Number, Job ID/Invoice Number, Salesperson/Invoice Number, Salesperson/Customer Type, Salesperson/Job ID.  Click the appropriate option to select it. 

Stores

Include a single store, all stores or a combination of stores on this report. When choosing multiple stores the information can be combined or separated by store.  Select by clicking on the store code to highlight (colored bar) or tag it.

Sales People

Optionally include on this report a single sales person, all sale people or a combination of sales people.  Select by clicking on the Sales person to highlight or click the tag button to the left to tag all.

Customer Types

Include a single Customer type, all Customer types or a combination of Customer types.  Select by clicking on the Customer type to highlight or click the tag button to the left to tag all.

Print Options

Print Preview – Click to review this report before printing.

Include Voided Claims- Click here to include voided claims in the listing.

Output to CSV – Click to export this report to an external CSV file which can be opened with excel.

Include “Claim for” Information – Pulls from the Customer type field.

Include Ship to Information –Click here to include the Job the claim is associated with. 

Include Notes – Pulls from the claim internal note.