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en:mr_aru_reskontro [2021/09/01 20:32] jane [5.2. Using the customer's internal comment] |
en:mr_aru_reskontro [2022/06/08 14:35] triinp [2. Choices] |
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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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***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. | ||
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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. | 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: \\ | 5.2.1. Add a customer debt comment to sales ledgers: \\ | ||
- | {{:et:jane20210901-203240.png}} | + | {{: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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