Daily Invoice Summary

Modified on Mon, 22 Aug 2011 13:38 by Greg Andrews — Categorized as: Accounts Receivable

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   General Description
   Report Filters
   Standard Report Fields (Header)
      Standard Report Fields (Line Items)

General Description¶

Default Menu Location Reports >> Accounts Receivable >> Daily Invoice Summary

Screen Names DAILYINV

Daily Invoice Summary Screen

Function 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#:The invoice number for the report.

invno

InvDate:The date invoice was generated.

invdate

SO#: Sales Order number for the invoice.

sono

Company: Company name for the invoice to generate.

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

P/C:The completion status --Partial or Complete.

partcomp

Sales Coordinator:The name of the sales person for this invoice/report.

sp

DistrictMgr: Account manager for this invoice.

accmgr