Bjohnson at 15:28, 3 August 2022

2022-08-03T15:28:25Z

Bjohnson: Created page with "===General Description=== '''Default Menu Location:''' Reports >> Accounts Receivable >> Daily Invoice Summary '''Screen Name:''' Dailyinvoicesummaryreport File: Daily_In..."

2022-08-03T15:22:19Z

Created page with "===General Description=== '''Default Menu Location:''' Reports >> Accounts Receivable >> Daily Invoice Summary '''Screen Name:''' Dailyinvoicesummaryreport File: Daily_In..."

New page

===General Description===

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

'''Screen Name:''' Dailyinvoicesummaryreport

[[File: Daily_Invoice_Summary.png]]

'''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.

'''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.

===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

[[Category: Accounts Receivable]]

@@ Line 8: / Line 8: @@
 '''Function Daily:''' Invoice Summary generates a summary of all the different invoices for a day for a sales person.
 ===Report Filters===
@@ Line 30: / Line 32: @@
 '''Group By:''' Always set to Invoice Number.
 ===Standard Report Fields (Header)===

Daily Invoice Summary - Revision history

Bjohnson at 15:28, 3 August 2022

Bjohnson: Created page with "===General Description=== '''Default Menu Location:''' Reports >> Accounts Receivable >> Daily Invoice Summary '''Screen Name:''' Dailyinvoicesummaryreport File: Daily_In..."