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en:mr_aru_reskontro [2021/09/01 20:07] jane [5.1Filtering options] |
en:mr_aru_reskontro [2021/10/08 22:32] jane [1. Filters and filter options] |
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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 - 12000,12001) and an account selection (for example, 12000:14000). |
***Time** - the time of report. | ***Time** - the time of report. | ||
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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:jane20210901-201047.png}} \\ | |
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- | {{:et:sl7_1.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. | ||
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- | {{:et:sl8.png?|}} | + | {{:et:jane20210901-201247.png}} \\ |
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Picture(8) | Picture(8) | ||
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+ | ==== 5.2. Using the customer's internal comment ==== | ||
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+ | The customer's internal comment field has been added to the sales ledgers. It can be used as needed. | ||
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+ | As an option, information on overdue invoices when customers are called or the customer's written answers to reminders are written here. | ||
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+ | 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. | ||
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+ | 5.2.1. Add a customer debt comment to sales ledgers: \\ | ||
+ | {{:et:jane20210916-154305.png}}\\ | ||
+ | Picture (9) | ||
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+ | Also visible when grouped by customers. | ||
+ | {{:et:jane20210916-154515.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}} | ||
+ | Picture (11) | ||
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+ | 5.2.2. The customer's internal comment can be viewed without the possibility to change it. | ||
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+ | {{:et:jane20210901-204444.png}} | ||
+ | Picture (12) | ||
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