The Financial Detailed (FD) Report for Discounts allows the user to view all discounts for a period in a selected location.
Prerequisites
Prior Period Lock must be enabled, and the Prior Period date must be higher than 01/01/2000.
Run the Report
-
Go to Location Management > Reports tab
-
Open FD Discounts Report
-
Date: Select the period to base this report on
-
Location: Select the Location or <All Locations> from the droplist if applicable
-
Location Page Break: A new page will start for each Location
-
All Transactions: All transactions will be included in the report
-
All Adjustments: Not applicable for this report.
-
PP Adjustments only: Not applicable for this report.
-
Click OK
-
Report Details
|
Transaction ID |
The invoice/receipt ID |
|
Transaction Type |
The type of transaction: Discount - Discount applied to an invoice |
|
Effective Date |
Date of the original transaction |
|
Customer |
ID of the patient |
|
Resp. for Installment |
Responsible Party of the Invoice |
|
Debtors |
Amount of the transaction |
|
Discount (Incl GST) |
Total amount of the discount |
|
GST on Discount |
GST component of the invoice (if applicable) |
Comments
Article is closed for comments.