en:mr_aru_reskontro
Differences
This shows you the differences between two versions of the page.
Next revision | Previous revisionNext revisionBoth sides next revision | ||
en:mr_aru_reskontro [2021/07/30 19:22] – created jane | en:mr_aru_reskontro [2021/07/30 21:21] – [5.1Filtering options] jane | ||
---|---|---|---|
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 | ***Invoice salesman | ||
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 | + | ***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/ | + | ***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 " | + | ***Range** - Document range. |
- | ***Kliendi lisaväli** - annab tulemuseks kliendid, kelle kaardil | + | ***Divide/ |
- | ***Kliendi lisaväli sisaldab** - otsib lisavälja sisu järgi. | + | ***Type** - invoice type |
- | ***Kokku** - valikud klient, klass, asumaa, müüja, kliendihaldur, | + | ***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 | ||
- | =====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, | + | |
- | ***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. | + | ***Invoice No** - opens invoice |
- | {{: | + | ***Customer code ** - opens customer card |
- | Pilt(1) | + | ***To Pay ** - opens invoice balance |
+ | ***Prepayment** - opens customer’s prepayment list | ||
+ | =====4. | ||
- | ***Seadistus{{:et:peenh22lestus_ikoon.png?|}}** - Võimalus valida oma personaalseid seadistusi. | + | {{:et:jane20210730-205145.png}} |
+ | Picture(1) | ||
- | ***Exceli tabel {{: | + | ***Setting{{: |
- | ***Salvesta aruanne | + | ***Excel sheet {{: |
+ | ***Save report | ||
+ | ***Split label** - choices: numbers, days | ||
- | ***Jaga tekst** - valikud: Numbrid, Päevad | ||
{{: | {{: | ||
- | Pilt(2) | + | Picture(2) |
{{: | {{: | ||
- | Pilt(3) | + | Picture(3) |
- | ***Kliendi lisaväli**, kus on arve saaja meil | + | ***Customer datafield |
- | ***Kliendi lisavälju** - valikud: | + | ***Customer datafields |
- | ***Jaga** sisaldab maksegraafikut - (ei ole arendatud) | + | ***Currency** - EUR (default) |
- | ***Valuuta** - EUR (vaikimisi) | + | |
=====5. Näited===== | =====5. Näited===== | ||
- | ====5.1 | + | ====5.1 Filtering options |
- | 5.1.1 Müügireskontro algne aruanne valuuta valikuga: | + | 5.1.1 Sales Ledger regular report with currency option: |
| | ||
- | Pilt(4) | + | Picture(4) |
- | __//**5.1.2 Näita ainult | + | 5.1.2 __**Show only SEK and USD invoices**__ – for this selection separate currency codes with commas without space „SEK,USD“. If you want to see only USD invoices then write „USD“ |
- | Kui soov näha ainult | + | |
{{: | {{: | ||
- | Pilt(5) | + | Picture(5) |
- | "Komaga" | + | :!: Filtering with "comma" |
- | __//**5.1.3 Ära näita | + | 5.1.3 __**Don’t show EUR and SEK invoices**__ – for this selection use exclusion mark „!“ and add currency codes separated with commas. For example insert „!EUR,SEK“ and the report shows only USD invoices. If you want to exclude only SEK invoices, then insert „!SEK“ |
{{: | {{: | ||
- | Pilt(6) | + | Picture(6) |
- | " | + | :!: Filtering with exclusion mark " |
- | __//**5.1.3 Kuupäev täidetud valuuta linnuke**//__ - annab all summad kokku valuutade kaupa ning arvutab kuupäeva kursiga ümber ka ettemaksud, laekumata summad ning saldod. | + | 5.1.4 __**Date added and Currency selection**__ – gives the report a balance divided between currencies and calculates prepayments with the currency rate, unpaid payments and balance. |
{{: | {{: | ||
- | Pilt(7) | + | Picture(7) |
- | __//**5.1.4 Kuupäev täitmata valuuta linnuke**//__ - annab all summad kokku valuutade kaupa ning arvutab praeguse hetke kuupäeva kursiga ümber ka ettemaksud, laekumata summad ning saldod. | + | 5.1.5 __**Date not added and currency selection**__ – gives the report |
{{: | {{: | ||
- | Pilt(8) | + | Picture(8) |
en/mr_aru_reskontro.txt · Last modified: 2024/05/17 10:54 by vilja