How to Look Up Refund Activity for a Customer in Accounts Receivable for Sage 300

To look up refund activity for a customer:

1. Open Accounts Receivable > A/R Customers > Customer Inquiry.
2. In the Customer No. field, enter the customer number, and then press Tab.
3. Click the Refunds tab.
4. In the Refund Status area, select the reconciliation status of the refunds you want to view.
5. In the Payment Type area, select the types of payments used to issue the refunds.
6. Click the arrow button beside the Order By Document No. field if you want to change the list order from ascending to descending, or from descending to ascending.
7. If you selected Check as the payment type, in the Starting Check No. field, specify a check number to start the list of refunds, or accept the default entry to display all check refunds.
8. Click the Go button to display refunds using the selections you made.
   The program lists the refunds in the top table on the tab.

    

   • To scroll through the columns, click an arrow at one of the lower corners of the table, or press the Tab key to move from column to column.
   • If you want to display a refund on the A/R Refund Entry screen, where you can view the information that was entered with the posted refund, select the refund line on the table, and then click the Batch/Entry No. column heading.
   • You can also view the refund in the Document Inquiry screen. For more information, see “Opening Document Inquiry from Customer Inquiry” (page 114).
   • To see the documents to which a particular refund was applied, select the refund in the top table.
     The program displays the applied documents for the refund in the second table.

   Tip: If you change any options on this tab, click the Go button to update the display.