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en:mr_aru_reskontro [2022/03/21 11:06] triinp [2. Choices] |
en:mr_aru_reskontro [2022/11/01 11:28] triinp [4. Fine tuning] |
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=====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). | ||
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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** - 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. | ||
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***Invoice project ** - the project in the invoice header is displayed. | ***Invoice project ** - the project in the invoice header is displayed. | ||
***Invoice object ** - the object 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===== | ||
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=====4. Fine tuning===== | =====4. Fine tuning===== | ||
- | {{:et:jane20210901-192411.png}} | + | {{:et:triinp20221101-112828.png}} |
- | Picture(1) | + | Picture(3) |
***Setting{{:et:peenh22lestus_ikoon.png?|}}** - possibility to choose personal settings. | ***Setting{{:et:peenh22lestus_ikoon.png?|}}** - possibility to choose personal settings. |