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Microsoft Dynamics RMS (Archived)

Pay Out Report - HELP

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Posted on by 80

We're a fly fishing outfitter running RMS, and as such aren't the sharpest knife in the drawer on these matter, I need to know how to run a year end pay-out report. Thx!

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  • Suggested answer
    Community Member Profile Picture
    on at

    You could run the Register Analysis report.  This is found under Manager -> Utilities -> Crystal Reports.

    Double click the Register Analysis Report entry.  Click on the Criteria Tab.    Fill in the following

    Field Name =  "Date Opened"

    Operator      =  "Greater Than or Equal Too  [>=]

    Contents     = 01/01/2012

    Click AND

    Then Click Add

    Then Fill in the following:

    Field Name =  "Date Opened"

    Operator      =  "Less Than or Equal Too  [<=]

    Contents     = 12/31/2012

    Click AND

    then Click Add

    So Criteria window should be like this:

    Date Opened Greater Than or Equal To >= January 1, 2012  AND

    Date Opened Less Than or Equal To  <=  December 31, 2012

    Then click Generate.  

    This gives you all the information on the Z-Reports summed together between and including those 2 dates.  

    Paid Out is in the third column

  • Ryan Sakry Profile Picture
    3,425 on at

    FLYFISHMICH,

    We have a couple reports that may be of help to you.  We have one that simply lists out Drops & Payouts.  We have one called the Exception Report that will do the same, but also list anything with a discount, negative item, etc.  Both of these are RMS reports and can be filtered as such.  

    We also have a tool called the Consolidated Z report that does all the above in an easier to follow manner.  Additionally, as the name suggests, it also acts as a report that can consolidate information from one or more Z reports into a single view for you go get a better understanding of you daily business.

    If you are interested in any of the above, please give us a call at the number below or shoot an email to sales@rite.us for more information!

  • Jeff @ Check Point Software Profile Picture
    13,382 on at

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