Sales Credit Options Tab
Use the Options tab to select report options for the Sales Credit report.
Detail Options
Field | Description |
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Contract Status | Use this field to select records for the report based on contract status such as Internal Review, Sent to Client, Negotiation, Legal Review, Signed & Executed, Pending, Rejected, or Lost/No Deal. |
Contract Type | To select records for the report based on contract type, use the Contract Type lookup to select one or more types, such as Additional Services, Change Order, Letter of Agreement, or Original. |
Include Contract Notes | Select this check box to include any notes entered for the contracts. |
Exclude Contracts Not Included in Fees | Select this check box to exclude contracts for which the Include in Fees option is not selected. |
Time Frame Options
Field | Description |
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Contract Time Frame | Specify the contracts that have a particular time period for the report:
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Starting and Ending | This field displays when date range or period range related option is selected in a time frame related field.
If a date range option is selected, use the Starting and Ending date fields to identify the start and end date range that will be used to generate the report. If a period range option is selected, specify both a starting and ending accounting period in the Starting and Ending fields to generate the report for selected accounting period. |
Reporting Amounts
Field | Description |
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Report In |
Select the currency in which to display amounts on the report:
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Parent Topic: Sales Credit Report