en:mr_aru_reskontro
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en:mr_aru_reskontro [2021/07/30 19:22] – created jane | en:mr_aru_reskontro [2021/09/16 15:43] – [5.2. Using the customer's internal comment] jane | ||
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- | FIXME **This page is not fully translated, yet. Please help completing the translation.**\\ //(remove this paragraph once the translation is finished)// | ||
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====== Sales Ledger ====== | ====== Sales Ledger ====== | ||
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***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 | ||
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***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. | + | ***Time** - the time of report. |
- | ***Objekt** - Arvestatakse arveid, kus on peal valitud objekt. | + | ***Object** - invoices that have selected an object in Document. |
- | ***EM konto** - kliendi ettemaksukonto. | + | ***PP account** - Customer’s prepayment account. |
- | ***Staatus** - arve staatus. | + | ***Status** - Status of the invoice. |
- | ***Seeria** - dokumendi numbriseeria. | + | ***Range** - Document range. |
- | ***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. | + | ***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. |
- | ***Tüüp** - arve tüüp | + | ***Type** - invoice type |
- | ***Valuuta** - saab valida näiteks "USD" valuutas tehtud arved. | + | ***Currency** - can be chosen currency e.g., invoices made with currency |
- | ***Kliendi lisaväli** - annab tulemuseks kliendid, kelle kaardil | + | ***Customer Datafield** - shows customers, who have been added a data field on the client card |
- | ***Kliendi lisaväli sisaldab** - otsib lisavälja sisu järgi. | + | ***Customer Datafield** includes |
- | ***Kokku** - valikud klient, klass, asumaa, müüja, kliendihaldur, reg. number. | + | ***Total** - "total sums by" - Customer, Class, Country, Salesman, Account manager, Reg no. |
- | ***Sorteeritud** - Aruannet saab sorteerida valikutes olevate tingimuste järgi. | + | ***Sorted by** - report can be sorted by conditions in the options - Customer code, Customer name, Invoice No, Invoice Time, Invoice due date. |
- | =====2. | + | =====2. |
- | ***Ainult ettemaksuarveid** - kuvab arved millel | + | ***Only prepayment invoices |
- | ***Ainult ületähtaja**- näidatakse ainult neid laekumata arved, mis on üle tähtaja. | + | ***Only overdue |
- | ***Kande aja järgi** - aruannet vaadeldakse arve kande mitte arve aja järgi. | + | ***By Transaction time** - report shows invoices according to the invoice transaction time not invoice creating time. |
- | ***Valuutas** - saldole lisaks näidatakse ka valuuta tulpa, ettemakse kursi kaupa ning lõpus valuutat kokku ja võrdluses hetkekursiga. | + | ***Currency** - besides balance currency is added to the report. By the prepayment currency and currency together and compared to current rate. |
- | ***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. | + | ***Customer data** - report shows customers address, phone number, fax number and e-mail. |
- | ***Kliendiandmed** - näitab aruandes ka kliendi aadressi, telefoni, faksi ja e-maili. | + | ***Invoice project |
- | ***Näita (lisavälja)** - kuvab valitud arve lisavälja sisu. | + | ***Orderer** - Report shows Orderer |
- | ***Arve projekt** - Näidatakse, | + | ***Show delivery name ** - report shows delivery name on the invoice. |
- | ***Tellija** - Näidatakse arvel tellijat. | + | ***Edit** - can write and edit Customer internal comment. |
- | ***Näita nimi lähetusel** - Näidatakse lähetusel olev nimi. | + | {{: |
+ | =====3. Links===== | ||
- | =====3. Lingid===== | + | ***Invoice No** - opens invoice |
+ | ***Customer code ** - opens customer card | ||
+ | ***To Pay ** - opens invoice balance | ||
+ | ***Prepayment** - opens customer’s prepayment list | ||
+ | =====4. Fine tuning===== | ||
- | ***Arve number** | + | {{: |
- | | + | Picture(1) |
- | ***Tasuda** - avab arve saldo | + | |
- | ***Ettemaks** - avab kliendi ettemaksude nimekirja | + | |
- | =====4. Peenhäälestus===== | + | ***Setting{{: |
- | {{:et:myygireskontro_peenh22lestus.png?2|}} | + | |
- | Pilt(1) | + | |
+ | ***Split label** - choices: numbers, days | ||
- | ***Seadistus{{:et:peenh22lestus_ikoon.png?|}}** - Võimalus valida oma personaalseid seadistusi. | + | {{:et:jane20210901-192635.png}} |
+ | Picture(2) | ||
- | ***Exceli tabel {{:et:excel_ikoon.png?|}}**(kiirkäsklus F12 või Alt+E) – valikud Hankija infoga (nagu aruandes), tabelina (võimaldab kombineerida aruande infot tulpades). | + | {{:et:jane20210901-193545.png}} |
- | | + | {{:et:jane20210901-193722.png}}\\ |
+ | Picture(3) | ||
- | ***Jaga tekst** - valikud: Numbrid, Päevad | + | ***Customer datafield |
- | {{: | + | ***Customer datafields ** - choose 3,6,9 (amount of the data fields in the report) |
- | Pilt(2) | + | |
- | {{: | + | =====5. Examples===== |
- | Pilt(3) | + | ====5.1 Filtering options |
- | ***Kliendi lisaväli**, | ||
- | ***Kliendi lisavälju** - valikud: 3,6,9 (lisaväljade arv aruandes) | ||
- | ***Jaga** sisaldab maksegraafikut - (ei ole arendatud) | ||
- | ***Valuuta** - EUR (vaikimisi) | ||
- | =====5. Näited===== | + | 5.1.1 Sales Ledger regular report with currency option: |
- | ====5.1 Filtreeringute võimalused ==== | + | {{: |
+ | Picture(4) | ||
+ | 5.1.2 __**Show only SEK and USD invoices**__ – for this selection separate currency codes with commas without space „SEK, | ||
- | 5.1.1 Müügireskontro algne aruanne valuuta valikuga: | + | {{:et:jane20210901-200119.png}} |
- | {{:et:jane: | + | Picture(5) |
- | Pilt(4) | + | |
- | __//**5.1.2 Näita ainult SEK ja USD arved**//__ - selleks kirjuta valuutade koodide nimekiri komadega | + | :!: Filtering with "comma" |
- | Kui soov näha ainult USD arveid siis kirjuta "USD". | + | |
- | {{: | + | 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, |
- | Pilt(5) | + | |
- | " | + | {{: |
+ | Picture(6) | ||
- | __//**5.1.3 Ära näita EUR ja SEK arved**//__ - selleks kirjuta ette välistuse märk "!" ning valuutade koodide nimekiri komadega - "!EUR,SEK". Aruandes jäävad näha ainult USD arved. Kui soov välistada ainult SEK arveid, kirjuta | + | :!: Filtering with exclusion mark " |
- | {{: | + | |
- | Pilt(6) | + | 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. |
- | "!" | + | {{: |
+ | Picture(7) | ||
+ | |||
+ | 5.1.5 __**Date not added and currency selection**__ – gives the report all the balance dividend between currencies and calculates prepayments with today’s currency rate, unpaid payments and balance. | ||
+ | |||
+ | {{: | ||
+ | Picture(8) | ||
+ | |||
+ | |||
+ | ==== 5.2. Using the customer' | ||
+ | |||
+ | The customer' | ||
+ | |||
+ | As an option, information on overdue invoices when customers are called or the customer' | ||
+ | |||
+ | Often, long-term debtors are the same customers to whom reminders are sent and calls are made every week. The answers are mostly the same - "we expect to receive a large order ourselves", etc.…). You can now see such information directly from the sales ledger. | ||
+ | |||
+ | 5.2.1. Add a customer debt comment to sales ledgers: \\ | ||
+ | {{: | ||
+ | {{: | ||
+ | Picture (9) | ||
+ | |||
+ | {{: | ||
+ | \\ | ||
+ | :!: If there is no change option, the user does not have the right to change the client card. | ||
+ | {{: | ||
+ | |||
+ | 5.2.2. The customer' | ||
+ | |||
+ | {{: | ||
+ | Picture (10) | ||
- | |||
- | __//**5.1.3 Kuupäev täidetud valuuta linnuke**// | ||
- | {{: | ||
- | Pilt(7) | ||
- | __//**5.1.4 Kuupäev täitmata valuuta linnuke**// | ||
- | |||
- | {{: | ||
- | Pilt(8) | ||
en/mr_aru_reskontro.txt · Last modified: 2024/05/17 10:54 by vilja