en:mr_aru_reskontro
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Both sides previous revisionPrevious revisionNext revision | Previous revisionNext revisionBoth sides next revision | ||
en:mr_aru_reskontro [2021/08/02 22:26] – jane | en:mr_aru_reskontro [2021/10/08 22:32] – [1. Filters and filter options] jane | ||
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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. The D account filter works with both a comma list (for example - 12000, |
***Time** - the time of report. | ***Time** - the time of report. | ||
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***Orderer** - Report shows Orderer on the invoice. | ***Orderer** - Report shows Orderer on the invoice. | ||
***Show delivery name ** - report shows delivery name on the invoice. | ***Show delivery name ** - report shows delivery name on the invoice. | ||
+ | ***Edit** - can write and edit Customer internal comment. | ||
+ | {{: | ||
=====3. Links===== | =====3. Links===== | ||
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=====4. Fine tuning===== | =====4. Fine tuning===== | ||
- | {{:et:jane20210730-205145.png}} | + | {{:et:jane20210901-192411.png}} |
Picture(1) | Picture(1) | ||
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***Split label** - choices: numbers, days | ***Split label** - choices: numbers, days | ||
- | {{:et:myygireskontro_pilt2.png?|}} | + | {{:et:jane20210901-192635.png}} |
- | {{: | + | |
Picture(2) | Picture(2) | ||
- | {{:et:myygireskontro_pilt3.png.jpg?|}} | + | {{:et:jane20210901-193545.png}} |
- | {{:et:sl3.png?|}} | + | {{:et:jane20210901-193722.png}}\\ |
- | {{: | + | |
Picture(3) | Picture(3) | ||
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5.1.1 Sales Ledger regular report with currency option: | 5.1.1 Sales Ledger regular report with currency option: | ||
- | {{:et:jane: | + | {{:et:jane20210901-195802.png}} |
Picture(4) | Picture(4) | ||
5.1.2 __**Show only SEK and USD invoices**__ – for this selection separate currency codes with commas without space „SEK, | 5.1.2 __**Show only SEK and USD invoices**__ – for this selection separate currency codes with commas without space „SEK, | ||
- | {{:et:jane: | + | {{:et:jane20210901-200119.png}} |
Picture(5) | Picture(5) | ||
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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, | 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, | ||
- | {{:et:jane: | + | {{:et:jane20210901-200554.png}} |
Picture(6) | Picture(6) | ||
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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. | 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. | ||
- | {{:et:jane20210706-184409.png}} | + | {{:et:jane20210901-201047.png}} |
Picture(7) | 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. | 5.1.5 __**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. | ||
- | + | ||
- | {{:et:jane20210706-223221.png}} | + | {{:et:jane20210901-201247.png}} |
Picture(8) | 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", | ||
+ | |||
+ | 5.2.1. Add a customer debt comment to sales ledgers: \\ | ||
+ | {{: | ||
+ | Picture (9) | ||
+ | |||
+ | Also visible when grouped by customers. | ||
+ | {{: | ||
+ | Picture (10) \\ | ||
+ | :!: If there is no change option, the user does not have the right to change the client card. | ||
+ | {{: | ||
+ | Picture (11) | ||
+ | |||
+ | 5.2.2. The customer' | ||
+ | |||
+ | {{: | ||
+ | Picture (12) | ||
+ | |||
+ | |||
+ | |||
en/mr_aru_reskontro.txt · Last modified: 2024/05/17 10:54 by vilja