en:mr_aru_reskontro
Differences
This shows you the differences between two versions of the page.
| Next revision | Previous revision Next revision Both sides next revision | ||
|
en:mr_aru_reskontro [2021/07/30 19:22] jane created |
en:mr_aru_reskontro [2021/07/30 21:10] jane [4. Fine tuning] |
||
|---|---|---|---|
| Line 13: | Line 13: | ||
| ***Orderer** - Orderer’s code on Document (invoice or proceeding). | ***Orderer** - Orderer’s code on Document (invoice or proceeding). | ||
| ***Both**- Customer and Orderer both in the document (invoice or proceeding). | ***Both**- Customer and Orderer both in the document (invoice or proceeding). | ||
| - | \\ | + | |
| ***Customer salesman** - invoices where customer is marked and whom client card has selected salesman. | ***Customer salesman** - invoices where customer is marked and whom client card has selected salesman. | ||
| ***Invoice salesman ** - shows invoices that have salesman marked on Document. | ***Invoice salesman ** - shows invoices that have salesman marked on Document. | ||
| Line 19: | Line 19: | ||
| ***Reg No** - Customer’s registration number. | ***Reg No** - Customer’s registration number. | ||
| ***Class** - Customer’s class on the Document. Can be separated interval with colon. Also takes into account additional customer classes. | ***Class** - Customer’s class on the Document. Can be separated interval with colon. Also takes into account additional customer classes. | ||
| - | ***D account** - Customer’s debt account on the invoice (prepayment according to customer class or system settings). | + | ***D account** - Customer’s debt account on the invoice. |
| - | + | ||
| - | ***Aeg** - mis hetkega on väljavõte. | + | |
| - | ***Objekt** - Arvestatakse arveid, kus on peal valitud objekt. | + | |
| - | ***EM konto** - kliendi ettemaksukonto. | + | |
| - | ***Staatus** - arve staatus. | + | |
| - | ***Seeria** - dokumendi numbriseeria. | + | ***Time** - the time of report. |
| - | ***Jaga/kirjelda** - Jaotab aruande kokkuvõtte laekumata arvete summa ajalises lõikes laiali. Nt jaga 3×7 näitab maksetähtajast lähtudes oodatud laekumisi kolme möödunud ja kolme tulevase nädala jooksul. | + | ***Object** - invoices that have selected an object in Document. |
| - | ***Tüüp** - arve tüüp | + | ***PP account** - Customer’s prepayment account. |
| + | ***Status** - Status of the invoice. | ||
| - | ***Valuuta** - saab valida näiteks "USD" valuutas tehtud arved. | + | ***Range** - Document range. |
| - | ***Kliendi lisaväli** - annab tulemuseks kliendid, kelle kaardil on olemas valitud lisaväli. | + | ***Divide/Configure** - distributes report summary overdue invoices sum by the temporal matter. E.g., divide by 3 x 7 shows expected proceedings for the last three and the next three weeks, based on payment term. |
| - | ***Kliendi lisaväli sisaldab** - otsib lisavälja sisu järgi. | + | ***Type** - invoice type |
| - | ***Kokku** - valikud klient, klass, asumaa, müüja, kliendihaldur, reg. number. | + | ***Currency** - can be chosen currency e.g., invoices made with currency USD. |
| - | ***Sorteeritud** - Aruannet saab sorteerida valikutes olevate tingimuste järgi. | + | ***Customer Datafield** - shows customers, who have been added a data field on the client card |
| + | ***Customer Datafield** includes - searches according to the data field content. | ||
| - | =====2. Valikud===== | + | ***Total** - "total sums by" - Customer, Class, Country, Salesman, Account manager, Reg no. |
| + | ***Sorted by** - report can be sorted by conditions in the options - Customer code, Customer name, Invoice No, Invoice Time, Invoice due date. | ||
| - | ***Ainult ettemaksuarveid** - kuvab arved millel on peal ettemaksu tunnuseda artiklid. | + | =====2. Choices===== |
| - | ***Ainult ületähtaja**- näidatakse ainult neid laekumata arved, mis on üle tähtaja. | + | |
| - | ***Kande aja järgi** - aruannet vaadeldakse arve kande mitte arve aja järgi. | + | |
| - | ***Valuutas** - saldole lisaks näidatakse ka valuuta tulpa, ettemakse kursi kaupa ning lõpus valuutat kokku ja võrdluses hetkekursiga. | + | |
| - | ***Jaga** - jaotab aruande kokkuvõtte laekumata arvete summa ajalises lõikes laiali. Nt jaga 3x7 näitab maksetähtajast lähtudes oodatud laekumisi kolme möödunud ja kolme tulevase nädala jooksul. | + | |
| - | ***Kliendiandmed** - näitab aruandes ka kliendi aadressi, telefoni, faksi ja e-maili. | + | |
| - | ***Näita (lisavälja)** - kuvab valitud arve lisavälja sisu. | + | |
| - | ***Arve projekt** - Näidatakse, kas arve real/ridadel on projekt. | + | |
| - | ***Tellija** - Näidatakse arvel tellijat. | + | |
| - | ***Näita nimi lähetusel** - Näidatakse lähetusel olev nimi. | + | |
| - | =====3. Lingid===== | + | ***Only prepayment invoices ** - shows invoices that have been marked as prepayment on article. |
| + | ***Only overdue ** - shows only these invoices that are unpaid and overdue. | ||
| + | ***By Transaction time** - report shows invoices according to the invoice transaction time not invoice creating time. | ||
| + | ***Currency** - besides balance currency is added to the report. By the prepayment currency and currency together and compared to current rate. | ||
| + | ***Customer data** - report shows customers address, phone number, fax number and e-mail. | ||
| + | ***Invoice project ** - report shows if the invoice has a project on row/rows. | ||
| + | ***Orderer** - Report shows Orderer on the invoice. | ||
| + | ***Show delivery name ** - report shows delivery name on the invoice. | ||
| - | ***Arve number** - avab arve | + | =====3. Links===== |
| - | ***Kliendi kood** - avab kliendi kaardi | + | |
| - | ***Tasuda** - avab arve saldo | + | |
| - | ***Ettemaks** - avab kliendi ettemaksude nimekirja | + | |
| - | =====4. Peenhäälestus===== | + | ***Invoice No** - opens invoice |
| - | {{:et:myygireskontro_peenh22lestus.png?2|}} | + | ***Customer code ** - opens customer card |
| - | Pilt(1) | + | ***To Pay ** - opens invoice balance |
| + | ***Prepayment** - opens customer’s prepayment list | ||
| + | =====4. Fine tuning===== | ||
| - | ***Seadistus{{:et:peenh22lestus_ikoon.png?|}}** - Võimalus valida oma personaalseid seadistusi. | + | {{:et:jane20210730-205145.png}} |
| + | Picture(1) | ||
| - | ***Exceli tabel {{:et:excel_ikoon.png?|}}**(kiirkäsklus F12 või Alt+E) – valikud Hankija infoga (nagu aruandes), tabelina (võimaldab kombineerida aruande infot tulpades). | + | ***Setting{{:et:peenh22lestus_ikoon.png?|}}** - possibility to choose personal settings. |
| - | ***Salvesta aruanne {{:et:aruanne_ikoon.png?|}}**(kiirkäsklus Alt+A) – Salvesta aruanne kasutajamenüüsse enda valitud nimetusega. | + | ***Excel sheet {{:et:excel_ikoon.png?|}}**(shortcut F12 or Alt+E) – options: with customer information (same as on the screen), as table (allows to combine data from columns). |
| + | ***Save report {{:et:aruanne_ikoon.png?|}}**(shortcut Alt+A) - save report to your own menu with selected name. | ||
| + | ***Split label** - choices: numbers, days | ||
| - | ***Jaga tekst** - valikud: Numbrid, Päevad | ||
| {{:et:myygireskontro_pilt2.png?|}} | {{:et:myygireskontro_pilt2.png?|}} | ||
| - | Pilt(2) | + | Picture(2) |
| {{:et:myygireskontro_pilt3.png.jpg?|}} | {{:et:myygireskontro_pilt3.png.jpg?|}} | ||
| - | Pilt(3) | + | Picture(3) |
| - | ***Kliendi lisaväli**, kus on arve saaja meil | + | ***Customer datafield ** add the invoice receiver’s e-mail |
| - | ***Kliendi lisavälju** - valikud: 3,6,9 (lisaväljade arv aruandes) | + | ***Customer datafields ** - choose 3,6,9 (amount of the data fields in the report) |
| - | ***Jaga** sisaldab maksegraafikut - (ei ole arendatud) | + | ***Currency** - EUR (default) |
| - | ***Valuuta** - EUR (vaikimisi) | + | |
| =====5. Näited===== | =====5. Näited===== | ||
