Description: Report shows credit sales and payments on account to get a better overview over drive-offs. Report name: Credit sales with payments on account
Filename: 0756_CreditSalesWithPaymentsOnAccount
Datasource: Database "Lindbak POS Reporting DW" Parameters: - Date from - showing transaction between and including Date from and Date to,
- Date to - showing transaction between and including Date from and Date to,
- Team - filters stores within selected team,
- Retail store - store selection.
Rows: one row per transaction group by Selections: - Date from - Default today
- Date to - Default today
- Team - Default all
- Retail store - Default all available in selected team
Output: One row per transaction grouped by store and customer. Page break and store and customer; total for each store. Columns: - Date - date of the transaction,
- Receipt - receipt number of the transaction,
- Ref.no - reference number of the credit tender transaction,
- Ref.text - reference text of the credit tender transaction,
- Amount - amount of the credit tender transaction,
- Tax amount - VAT amount from articles,
- On account - payments when using payment on account function in POS.
Sorting: - Store number
- Customer key
- Transaction date
Clarifications: Transaction can be either Credit sale or Payment on account. If transaction is Payment on account there is no data available for columns: Ref.no and Ref.text Source: | 