How to Print the Report on Sage 300

Steps:

Open Accounts Receivable > A/R Transaction Reports > Customer Transactions.
In the Report Type field, specify whether to list transactions by document date (Customer Transactions by Document Date), by document number (Customer Transactions by Document Number), or by fiscal year and period (Customer Transactions by Fiscal Year and Period).
Specify the range of documents to include on the report, as follows:
- From Document Date… To. If you are printing by document date or document number, indicate a range of dates for which to include transactions. Use this option when reporting transactions by document date or by document number.
- From Year/Period… To. Specify the range of fiscal years and periods for which to report transactions. Documents entered and posted before or after the year and period range do not appear on the report. Use this option when you report transactions by fiscal year and period.
Specify the customers for which to print the report, as follows:
- Account Type. You can list only Open Item or Balance Forward customers, or All Customers.
- Select Customers By. Specify up to four selection criteria, to indicate the customer accounts to list on the report. For the first selection, choose from Customer Number, National Account, Customer Group, Billing Cycle, and Short Name. For the remaining three selection criteria choose from the above, plus customer optional fields (if any), Territory, Account Set, Currency Code (multicurrency ledgers only), Customer Balance, Current Functional Balance (multicurrency ledgers only), Customer Name, Salesperson, Start Date. If you do not specify selection criteria, the report includes all customer records with the account type you select.
- Sort Customers By. You can choose up to four orders by which to list (sort) records for the report. You can sort by customer optional fields (if any), Territory, National Account, Customer Group, Billing Cycle, Account Set, Currency Code (multicurrency ledgers only), Current Balance, Current Functional Balance (multicurrency ledgers only), Customer Name, Salesperson, and Short Name. If you do not specify sorting criteria, the report orders the records by customer number. For the criteria you choose, you can also specify the following:
  - Title. If you want to include titles for each sorted group, select the Title option for groups of records you are sorting by.
  - Total. If you want to include totals for each sorted group, select the Total option for groups of records you are sorting by.
Select additional information to include on the report, as follows:
- [Include] Contact/Phone/Credit. Select this option if you wish to list the customer’s contact person and the customer’s phone number and credit limit.
- [Include] Space For Comments. Select this option to leave a blank space at the end of each customer record for your notes.
- [Include] Customers With A Zero Balance. Select this option to include accounts with a zero balance, for example, to find out which customer accounts are dormant. Note that an account could have outstanding transactions even with a zero balance, for example, an offsetting invoice and credit note.
- [Include] Totals By Transaction Type. Select this option to list a total for each transaction type (invoices, debit notes, credit notes, unapplied cash, interest, prepayments) after the listing for each customer.
- Select Transaction Types. Select one or more transaction types to include on the report. The choices are Invoice, Debit Note, Credit Note, Interest, Unapplied Cash, Receipt, Prepayment, and Refund.
- [Show] Applied Details. Select this option to include all the documents such as receipts and credit notes that were applied to each reported invoice. If you do not select this option, the statement shows only the balance owing for each document.
- [Show] Fully Paid Transactions. Select this option to list documents that are fully paid, but not yet cleared from Accounts Receivable.
- Sort Transactions By Transaction Type. Select this option if you want to group transactions by type for each customer.
- Print Amounts In. If you use multicurrency accounting, use this option to select the currency for the report. You can list transaction amounts in the customer currency or the functional currency.
Click Print.
- If you are printing to a physical printer, the Print window appears. Confirm your printer selection and the number of copies to print, and then click OK. Otherwise, click Cancel or Setup.
- If you are printing to the screen (preview), the report appears in a new window. You can print the report or export it to a file.
  - Note: For Web-based clients, the preview screen appears first when you click the Print button.
- If you are printing to a file, the Export window appears. Specify the file format (for example, PDF, DOC, or XLS). Also, specify a destination for the file:
  - Application. View the report in an application that can open files of the specified format (for example, if you specify PDF as the file format, the report opens in Adobe Acrobat). You can then save the file.
  - Disk file. Save the report to a location you specify.
  - Microsoft Mail. Send the report as an e-mail attachment.
    - You can enter the name of a non-existent file or directory to be created by the system when you print. When you print to a file, the report is assigned a unique name, for example, CS1000.TXT.
- If you are printing to e-mail, an e-mail message appears with the report attached.