State auditors require a report with the following information:
- Dealer name
- Customer name
- EPA number
- Customer license expiration date
- Customer license number
- Amount of product sold. The amount can be summarized for the year.
The report must also include applicator name and applicator license number if applicable.
The report needed is the Product Rebate report located at Accounting Reports / Accounts Receivable / Sales.
When running the report, select Filter and choose Yes in the Product Query for Restricted Use.
The report will list Applied and Not Applied for each Customer. Applied is custom applied (dealer applied) and Not Applied is sold across the counter.
Note: The Dealer Name/Company Name is not on the report. If the name is needed, export this report to Excel and manually add that information.
