Welcome Guest, you are in: <root>AFIweb • Login

Page History: Daily Invoice Summary

Compare Page Revisions

11 10 9 8 7 6 5 4 3 2 1 0 Current 11 10 9 8 7 6 5 4 3 2 1 0

« Older Revision - Back to Page History - Newer Revision »

Page Revision: Mon, 06 Apr 2009 15:18

Table of Contents [Hide/Show] Default Menu Location General Description Report Filters Standard Report Fields (Header) Standard Report Fields (Line Items)

Default Menu Location¶

Reports >> Accounts Receivable >> Daily Invoice Summary

Click here for a screenshot

General Description¶

Daily Invoice Summary generates a summary of all the different invoices for a day for a sales person.

Report Filters¶

Custno:Enter the customer number to generate a report.

Company:Enter the company name for the invoice.

Start Date:Enter the start date for the report.

End Date:Enter the end date for the report.

Sales Person:Select a sales person for the invoice.

Acct Manager:Select an account manager for the invoice.

Sort By:Report can be sorted by-- Bid Order, Change Order, One Time Sales, Recurring Sales, Software License, Work Order.

Drill Down View:Check the box to see the Drill Down View of the report.

Standard Report Fields (Header)¶

Every customer's report is different but some of the formats are the same.

•lc_company

•lc_report

•lc_title

•lc_slist

Standard Report Fields (Line Items)¶

Invoice#:

invno

InvDate:

invdate

SO#:

sono

Company:

altrim(company)+"("+altrim(custno)+")"

P/C:

partcomp

Sales Coordinator:

sp

DistrictMgr:

accmgr