This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
en:mr_aru_reskontro [2021/09/01 20:12] jane [5.1Filtering options] |
en:mr_aru_reskontro [2022/11/01 12:12] triinp [5.2. Using the customer's internal comment] |
||
---|---|---|---|
Line 4: | Line 4: | ||
=====1. Filters and filter options ===== | =====1. Filters and filter options ===== | ||
- | + | {{:et:triinp20221101-111052.png}} | |
- | + | Picture(1) | |
***Customer** - Customer’s code on Document (invoice or proceeding). | ***Customer** - Customer’s code on Document (invoice or proceeding). | ||
Line 17: | Line 16: | ||
***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. | ||
Line 33: | Line 32: | ||
***Total** - "total sums by" - Customer, Class, Country, Salesman, Account manager, Reg no. | ***Total** - "total sums by" - Customer, Class, Country, Salesman, Account manager, Reg no. | ||
+ | ***Overlaps are possible** - with this option only lines with prepayment and balance remain in the Total view | ||
***Sorted by** - report can be sorted by conditions in the options - Customer code, Customer name, Invoice No, Invoice Time, Invoice due date. | ***Sorted by** - report can be sorted by conditions in the options - Customer code, Customer name, Invoice No, Invoice Time, Invoice due date. | ||
Line 42: | Line 42: | ||
***Currency** - besides balance currency is added to the report. By the prepayment currency and currency together and compared to current rate. | ***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. | ***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. | + | ***Invoice project ** - the project in the invoice header is displayed. |
+ | ***Invoice object ** - the object in the invoice header is displayed. | ||
+ | ***D account** - Report shows debt account. | ||
***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. | ***Edit** - can write and edit Customer internal comment. | ||
+ | :!: Write the text (or edit the text), leave the cell with the mouse, click on the coloured surface of the report and the text will be saved. | ||
+ | |||
+ | :!: If the right to change ´´customers´´ module is removed, the option to ´´edit´´ the sales ledger will disappear. If you have this right and the edit box is checked, | ||
+ | can write a comment after the customer int comment in the report, which is saved automatically. | ||
+ | |||
{{:et:jane20210827-094742.png}} | {{:et:jane20210827-094742.png}} | ||
=====3. Links===== | =====3. Links===== | ||
Line 55: | Line 62: | ||
=====4. Fine tuning===== | =====4. Fine tuning===== | ||
- | {{:et:jane20210901-192411.png}} | + | {{:et:triinp20221101-112859.png}} |
- | Picture(1) | + | Picture(2) |
***Setting{{:et:peenh22lestus_ikoon.png?|}}** - possibility to choose personal settings. | ***Setting{{:et:peenh22lestus_ikoon.png?|}}** - possibility to choose personal settings. | ||
Line 63: | Line 70: | ||
***Split label** - choices: numbers, days | ***Split label** - choices: numbers, days | ||
- | {{:et:jane20210901-192635.png}} \\ | + | {{:et:triinp20221101-120834.png}} \\ |
- | Picture(2) | + | |
- | + | ||
- | {{:et:jane20210901-193545.png}} | + | |
- | {{:et:jane20210901-193722.png}}\\ | + | |
Picture(3) | Picture(3) | ||
+ | |||
+ | {{:et:triinp20221101-120515.png}} | ||
+ | {{:et:triinp20221101-120651.png}}\\ | ||
+ | Picture(4) | ||
***Customer datafield ** add the invoice receiver’s e-mail | ***Customer datafield ** add the invoice receiver’s e-mail | ||
Line 79: | Line 86: | ||
5.1.1 Sales Ledger regular report with currency option: | 5.1.1 Sales Ledger regular report with currency option: | ||
- | {{:et:jane20210901-195802.png}} \\ | + | {{:et:triinp20221101-121049.png}} \\ |
- | Picture(4) | + | Picture(5) |
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“ | 5.1.2 __**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“ | ||
{{:et:jane20210901-200119.png}} \\ | {{:et:jane20210901-200119.png}} \\ | ||
- | Picture(5) | + | Picture(6) |
:!: Filtering with "comma" works also with Customer salesman/Invoice salesman. | :!: Filtering with "comma" works also with Customer salesman/Invoice salesman. | ||
Line 92: | Line 99: | ||
{{:et:jane20210901-200554.png}} \\ | {{:et:jane20210901-200554.png}} \\ | ||
- | Picture(6) | + | Picture(7) |
:!: Filtering with exclusion mark "!" and "comma" works also with Customer salesman/Invoice salesman. | :!: Filtering with exclusion mark "!" and "comma" works also with Customer salesman/Invoice salesman. | ||
Line 99: | Line 106: | ||
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}} | + | {{:et:jane20210901-201047.png}} \\ |
- | {{:et:sl7.png?|}} | + | Picture(8) |
- | {{:et:sl7_1.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. | 5.1.5 __**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:jane20210901-201247.png}} | + | {{:et:jane20210901-201247.png}} \\ |
- | {{:et:sl8.png?|}} | + | Picture(9) |
- | {{:et:sl8_1.png?|}} \\ | + | |
- | 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:jane20210916-154305.png}}\\ | ||
+ | Picture (10) | ||
+ | |||
+ | Also visible when grouped by customers. | ||
+ | {{:et:jane20210916-154515.png}}\\ | ||
+ | Picture (11) \\ | ||
+ | :!: If there is no change option, the user does not have the right to change the client card. | ||
+ | {{:et:jane20210901-204030.png}} | ||
+ | Picture (12) | ||
+ | |||
+ | 5.2.2. The customer's internal comment can be viewed without the possibility to change it. | ||
+ | |||
+ | {{:et:jane20210901-204444.png}} | ||
+ | Picture (13) | ||
+ | |||
+ | |||