Critical Review (AR271)

Use Critical Review Report (AR271) to list customers that meet the customer selection options you define and transactions for selected customers with the transaction options you define. If you select No in the Unconditional Select field, you must define at least one customer selection option.

The form has three tabs; Customer, Transaction, and Report. Access the Customer tab to define customer selection parameters. Access the Transaction tab to define transaction selection parameters. Access the Report tab to define report options.

The reports sorts in company, credit analyst or sales representative, customer, transaction type, and transaction number order and page breaks between credit analysts or sales representatives, depending on the Report Option you select. If a transaction is in dispute, the dispute code prints next to the transaction in the "DS" field. If an active comments exists for a transaction, an asterisk (*) prints in the "C" field.

The report will print amounts in company base currency, or transaction currency depending on the option you select in the Currency Display field.