Daily Invoice Summary

General Description

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

Screen Name: Dailyinvoicesummaryreport

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

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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.

Account Manager: Select an account manager for the invoice.

Sales Person: Select a sales person for the invoice.

Warehous: Select a warehouse to filter the report by.

SO Type: Select an SO Type to filter the report by.

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

Group By: Always set to Invoice Number.

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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