Page History: Customer Cash Receipts - Annually

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Page Revision: Mon, 01 Aug 2011 08:41

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

General Description¶

Default Menu Locator Reports >> Accounts Receivable >> Cash Receipts - Annually

Screen Name CASHCUSTAN

Click here for a screenshot

Function Customer Cash Receipts- Annually generates a list of annual report for every customer.

Report Filter¶

Year: Choose the correct year you want the report to generate.

Order Type: Choose a report type from the menu -- Bid Order, Change Order, One Time Sales, Recurring Sales, Software License, Work Order, ALL.

Customer ID: Enter the specific Customer ID.

Priority: Choose an appropriate priority status from the menu.

Standard Report Fields (Header)¶

Year: Selected year for the report

•'YEAR - ' + gd_passdate

•gc_ordtype

•gc_orderstat

•gc_customer

Standard Report Fields (Line Items)¶

Cust ID: The Customer identification number.

•custno

Customer Name: The name of the Company in most cases.

•Customer

YTD CashRec: Year To Date cash receipts.

•YTD