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Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
en:mr_aru_reskontro [2021/09/16 15:43] jane [5.2. Using the customer's internal comment] |
en:mr_aru_reskontro [2022/10/31 14:13] triinp [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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***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** - only lines with prepayment and balance remain in the Total view with this option | ||
***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. | ||
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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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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}}\\ | {{:et:jane20210916-154305.png}}\\ | ||
Picture (9) | Picture (9) | ||
- | {{:et:jane20210901-203612.png}} \\ | + | 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. | :!: If there is no change option, the user does not have the right to change the client card. | ||
{{:et:jane20210901-204030.png}} | {{:et:jane20210901-204030.png}} | ||
+ | Picture (11) | ||
5.2.2. The customer's internal comment can be viewed without the possibility to change it. | 5.2.2. The customer's internal comment can be viewed without the possibility to change it. | ||
{{:et:jane20210901-204444.png}} | {{:et:jane20210901-204444.png}} | ||
- | Picture (10) | + | Picture (12) |