en:mr_aru_reskontro
Differences
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 20:26] jane [5.1Filtering options] |
en:mr_aru_reskontro [2022/03/21 11:04] triinp |
||
|---|---|---|---|
| Line 17: | Line 17: | ||
| ***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 43: | Line 43: | ||
| ***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 ** - report shows if the invoice has a project on row/rows. | ||
| + | ***Invoice object ** - report shows if the invoice has a object on row/rows. | ||
| ***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. | ||
| Line 114: | Line 115: | ||
| As an option, information on overdue invoices when customers are called or the customer's written answers to reminders are written here. | 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 to the city 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. | + | 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 (9) | ||
| + | |||
| + | 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) | ||
| + | |||
| + | 5.2.2. The customer's internal comment can be viewed without the possibility to change it. | ||
| + | |||
| + | {{:et:jane20210901-204444.png}} | ||
| + | Picture (12) | ||
| + | |||
| + | |||
