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en:mr_aru_reskontro [2021/07/30 19:45] jane [1. Filters and filter options] |
en:mr_aru_reskontro [2021/09/01 20:46] jane [5.2. Using the customer's internal comment] |
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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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***Total** - "total sums by" - Customer, Class, Country, Salesman, Account manager, Reg no. | ***Total** - "total sums by" - Customer, Class, Country, Salesman, Account manager, Reg no. | ||
- | ***Sorted by** - report can be sorted by conditions in the options. | + | ***Sorted by** - report can be sorted by conditions in the options - Customer code, Customer name, Invoice No, Invoice Time, Invoice due date. |
- | =====2. Valikud===== | + | =====2. Choices===== |
- | ***Ainult ettemaksuarveid** - kuvab arved millel on peal ettemaksu tunnuseda artiklid. | + | ***Only prepayment invoices ** - shows invoices that have been marked as prepayment on article. |
- | ***Ainult ületähtaja**- näidatakse ainult neid laekumata arved, mis on üle tähtaja. | + | ***Only overdue ** - shows only these invoices that are unpaid and 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 ** - report shows if the invoice has a project on row/rows. |
- | ***Näita (lisavälja)** - kuvab valitud arve lisavälja sisu. | + | ***Orderer** - Report shows Orderer on the invoice. |
- | ***Arve projekt** - Näidatakse, kas arve real/ridadel on projekt. | + | ***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. | + | {{:et:jane20210827-094742.png}} |
+ | =====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** - avab arve | + | {{:et:jane20210901-192411.png}} |
- | ***Kliendi kood** - avab kliendi kaardi | + | Picture(1) |
- | ***Tasuda** - avab arve saldo | + | |
- | ***Ettemaks** - avab kliendi ettemaksude nimekirja | + | |
- | =====4. Peenhäälestus===== | + | ***Setting{{:et:peenh22lestus_ikoon.png?|}}** - possibility to choose personal settings. |
- | {{:et:myygireskontro_peenh22lestus.png?2|}} | + | ***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). |
- | Pilt(1) | + | ***Save report {{:et:aruanne_ikoon.png?|}}**(shortcut Alt+A) - save report to your own menu with selected name. |
+ | ***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}} |
- | ***Salvesta aruanne {{:et:aruanne_ikoon.png?|}}**(kiirkäsklus Alt+A) – Salvesta aruanne kasutajamenüüsse enda valitud nimetusega. | + | {{:et:jane20210901-193722.png}}\\ |
+ | Picture(3) | ||
- | ***Jaga tekst** - valikud: Numbrid, Päevad | + | ***Customer datafield ** add the invoice receiver’s e-mail |
- | {{:et:myygireskontro_pilt2.png?|}} | + | ***Customer datafields ** - choose 3,6,9 (amount of the data fields in the report) |
- | Pilt(2) | + | ***Currency** - EUR (default) |
- | {{:et:myygireskontro_pilt3.png.jpg?|}} | + | =====5. Examples===== |
- | Pilt(3) | + | ====5.1 Filtering options ==== |
- | ***Kliendi lisaväli**, kus on arve saaja meil | ||
- | ***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 ==== | + | {{:et:jane20210901-195802.png}} \\ |
+ | Picture(4) | ||
+ | 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“ | ||
- | 5.1.1 Müügireskontro algne aruanne valuuta valikuga: | + | {{:et:jane20210901-200119.png}} \\ |
- | {{:et:jane:mr_valuutad_algfail.png|}} | + | Picture(5) |
- | Pilt(4) | + | |
- | __//**5.1.2 Näita ainult SEK ja USD arved**//__ - selleks kirjuta valuutade koodide nimekiri komadega "SEK,USD". | + | :!: Filtering with "comma" works also with Customer salesman/Invoice salesman. |
- | Kui soov näha ainult USD arveid siis kirjuta "USD". | + | |
- | {{:et:jane:mr_valuuta_sek_usd.png|}} | + | 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(5) | + | |
- | "Komaga" nimekirja filtreering töötab ka Müüja kliendikaartil/Müüja arvel valikuga. | + | {{:et:jane20210901-200554.png}} \\ |
+ | 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 "!SEK". | + | :!: Filtering with exclusion mark "!" and "comma" works also with Customer salesman/Invoice salesman. |
- | {{:et:jane:mr_valuuta_valistus.png|}} | + | |
- | 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. |
- | "!" märgiga välistuse filtreering töötab ka Müüja kliendikaartil/Müüja arvel valikuga. | + | {{:et:jane20210901-201047.png}} \\ |
+ | 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. | |
- | __//**5.1.3 Kuupäev täidetud valuuta linnuke**//__ - annab all summad kokku valuutade kaupa ning arvutab kuupäeva kursiga ümber ka ettemaksud, laekumata summad ning saldod. | + | |
- | {{:et:jane20210706-184409.png}} | + | {{:et:jane20210901-201247.png}} \\ |
- | Pilt(7) | + | Picture(8) |
+ | |||
+ | |||
+ | ==== 5.2. Using the customer's internal comment ==== | ||
+ | |||
+ | The customer's internal comment field has been added to the sales ledgers. It can be used as needed. | ||
+ | |||
+ | As an option, information on overdue invoices when customers are called or the customer's written answers to reminders are written here. | ||
+ | |||
+ | 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: \\ | ||
+ | {{:et:jane20210901-203240.png}} \\ | ||
+ | Picture (9) | ||
+ | |||
+ | {{:et:jane20210901-203612.png}}\\ | ||
+ | |||
+ | 5.2.2. The customer's internal comment can be viewed without the possibility to change it. | ||
+ | |||
+ | {{:et:jane20210901-204444.png}} | ||
+ | Picture (10) | ||
+ | |||
+ | :!: If there is no change option, the user does not have the right to change the client card. | ||
+ | {{:et:jane20210901-204030.png}} | ||
- | __//**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. | ||
- | |||
- | {{:et:jane20210706-223221.png}} | ||
- | Pilt(8) | ||