en:mr_aru_reskontro
Differences
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| Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
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en:mr_aru_reskontro [2021/09/16 15:49] jane [5.2. Using the customer's internal comment] |
en:mr_aru_reskontro [2022/11/01 11:24] triinp [4. Fine tuning] |
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| =====1. Filters and filter options ===== | =====1. Filters and filter options ===== | ||
| - | + | {{:et:triinp20221101-111052.png}} | |
| - | + | ||
| ***Customer** - Customer’s code on Document (invoice or proceeding). | ***Customer** - Customer’s code on Document (invoice or proceeding). | ||
| Line 17: | Line 15: | ||
| ***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 31: | ||
| ***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 41: | ||
| ***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 56: | Line 62: | ||
| {{:et:jane20210901-192411.png}} | {{:et:jane20210901-192411.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 122: | Line 128: | ||
| Also visible when grouped by customers. | Also visible when grouped by customers. | ||
| {{:et:jane20210916-154515.png}}\\ | {{:et:jane20210916-154515.png}}\\ | ||
| - | Picture (10) | + | 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}} | ||
