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Export Credit Note Data (Excel)

Overview​

This section explains the feature to export credit note data in Excel format (.xlsx).

Purpose​

By exporting credit note data in Excel format, you can confirm the contents at the document level or line item level, which can be utilized for organizing and analyzing billing-related data.

Since you can filter the export targets by period and buyer, you can acquire data according to the conditions you want to confirm and use it for business information utilization.

Feature Description​

Types and Languages of Export Data​

You can specify one of the following for the type of data to export (Data Export Type).

  • Credit Note List: Exports one credit note as one row.
  • Credit Note Line Items: Exports each line item (SKU and custom items) linked to the credit note as one row.

Also, you can export an Excel file by specifying the language.

Filtering Export Target Data​

The credit note data to be exported is filtered by period and buyer.

Instructions​

Navigating to the Credit Note Data Export Page​

  1. Click the Data Export menu.
  2. Click the Credit Note tab.
  3. Click the Data Export tab.
    *It is open by default.

How to Fill Out the Form​

  1. Data Export Type
    Select one of the following from the pull-down.

    • Credit Note List
    • Credit Note Line Items

  2. File Language
    Specify the language of the Excel file to export.

    Select Japanese or English from the pull-down.

  3. Period
    Select from the pull-down whether to filter the export targets by period.

    • All: Does not filter by period.
    • Custom: Filters by specifying the period for the export targets. Also set the Date Range Filter.

  4. Date Range Filter
    Set this when Custom is selected for Period.

    • Select one of the following for Filter Type from the pull-down.
      • Creation date of credit note data
      • Document Date
    • Specify the start and end dates of the period. You can select dates with the calendar icon.

  5. Select Target Buyers
    Select the target buyers by checking their checkboxes.

    • You can filter buyers by entering conditions in each field under Search Buyers.
    • Click Select All to select all buyers that match the search conditions.
    • Click Remove All Selections to clear all selections.

Download​

After confirming the inputs, click the Download button.

If the process is successful, the Excel file will be downloaded directly.