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
