Scorecard Exception Inquiry

Exit

Click this button to close the Scorecard Exception Inquiry window.

Show Data

Click this button to display data on the Results tab based on criteria selected on the Selection tab.

Profit Type

Select whether to display profitability data for customers, products, or suppliers.

All Profit Groups

Select this check box to display data for all scorecard profit groups. This check box is selected by default.

Profit Group Code

Enter a scorecard profit group code for which to display data, or click the Lookup button to select a scorecard profit group code. This field is only enabled if you clear the All Profit Groups check box.

Name (Profit Group)

Enter a scorecard profit group name for which to display data, or click the Lookup button to select a scorecard profit group name. This field is only enabled if you clear the All Profit Groups check box.

All Billing Customers/All Products/All Suppliers

Select this check box to display data for all billing customers, products, or suppliers. This check box is selected by default.

Billing Customer Code/Product Code/Supplier Code

Enter a billing customer, product, or supplier code for which to display data, or click the Lookup button to select a billing customer, product, or supplier code. This field is only enabled if you clear the All Billing Customers, All Products, or All Suppliers check box.

Name (Billing Customer/Product/Supplier)

Enter a billing customer, product, or supplier name for which to display data, or click the Lookup button to select a billing customer, product, or supplier name. This field is only enabled if you clear the All Billing Customers, All Products, or All Suppliers check box.

Time Frame

Select whether to display data for months or periods.

All Dates

Select this check box to display data for all dates. This check box is selected by default.

Starting Month/Period

Enter the first month in a range of dates for which to display data, or click the Lookup button to select a month or period. This field is only enabled if you clear the All Dates check box.

Year (Starting)

Click the Lookup button to select the first year in a range of years for which to display data. This Lookup button is only enabled if you clear the All Dates check box.

Ending Month/Period

Enter the last month in a range of dates for which to display data, or click the Lookup button to select a month or period. This field is only enabled if you clear the All Dates check box.

Year (Ending)

Click the Lookup button to select the last year in a range of years for which to display data. This Lookup button is only enabled if you clear the All Dates check box.

All Profit Categories

Select this check box to display data for all scorecard profit categories. This check box is selected by default.

Profit Category Code

Enter a scorecard profit category code for which to display data, or click the Lookup button to select a scorecard profit category code. This field is only enabled if you clear the All Profit Categories check box.

Name (Profit Category)

Enter a scorecard profit category name for which to display data, or click the Lookup button to select a scorecard profit category name. This field is only enabled if you clear the All Profit Categories check box.

All Profit Subcategories

Select this check box to display data for all scorecard profit subcategories. This check box is selected by default.

Profit Subcategory

Enter a scorecard profit subcategory code for which to display data, or click the Lookup button to select a scorecard profit subcategory code. This field is only enabled if you clear the All Profit Subcategories check box.

Name (Profit Subcategory)

Enter a scorecard profit subcategory name for which to display data, or click the Lookup button to select a scorecard profit subcategory name. This field is only enabled if you clear the All Profit Subcategories check box.

All Primary Sources

Select this check box to display data for all primary sources. This check box is selected by default.

Primary Source

Enter a primary source for which to display data, or click the Lookup button to select a primary source. You can select the following sources:

• A/P

• A/R

• A/R Misc

• CM

• DM

• IN

• Inv Adj

• Receipt

This field is only enabled if you clear the All Primary Sources check box.

All Secondary Sources

Select this check box to display data for all secondary sources. This check box is selected by default.

Secondary Source

Enter a secondary source for which to display data, or click the Lookup button to select a secondary source. You can select the following sources:

• Absorption

• Cash Disc

• Chargeback

• Cost

• Deposit

• Fin Chrg

• Inv Cost

• Quantity

• Revenue

• Voucher

• Write-off

This field is only enabled if you clear the All Secondary Sources check box.

All Reference Numbers

Select this check box to display data for all reference numbers. This check box is selected by default.

Reference Number

Enter a reference number for which to display data, or click the Lookup button to select a reference number. This field is only enabled if you clear the All Reference Numbers check box.

Results

This grid displays exceptions after you click the Show Data button in the ribbon.