en:mr_aru_reskontro
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en:mr_aru_reskontro [2022/03/21 11:06] triinp [2. Choices] |
en:mr_aru_reskontro [2022/11/01 12:12] triinp [5.2. Using the customer's internal comment] |
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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). | ||
| Line 33: | Line 32: | ||
| ***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 44: | Line 44: | ||
| ***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===== | ||
| Line 56: | Line 62: | ||
| =====4. Fine tuning===== | =====4. Fine tuning===== | ||
| - | {{:et:jane20210901-192411.png}} | + | {{:et:triinp20221101-112859.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 64: | Line 70: | ||
| ***Split label** - choices: numbers, days | ***Split label** - choices: numbers, days | ||
| - | {{:et:jane20210901-192635.png}} \\ | + | {{:et:triinp20221101-120834.png}} \\ |
| - | Picture(2) | + | |
| - | + | ||
| - | {{:et:jane20210901-193545.png}} | + | |
| - | {{:et:jane20210901-193722.png}}\\ | + | |
| Picture(3) | Picture(3) | ||
| + | |||
| + | {{:et:triinp20221101-120515.png}} | ||
| + | {{:et:triinp20221101-120651.png}}\\ | ||
| + | Picture(4) | ||
| ***Customer datafield ** add the invoice receiver’s e-mail | ***Customer datafield ** add the invoice receiver’s e-mail | ||
| Line 80: | Line 86: | ||
| 5.1.1 Sales Ledger regular report with currency option: | 5.1.1 Sales Ledger regular report with currency option: | ||
| - | {{:et:jane20210901-195802.png}} \\ | + | {{:et:triinp20221101-121049.png}} \\ |
| - | Picture(4) | + | Picture(5) |
| 5.1.2 __**Show only SEK and USD invoices**__ – for this selection separate currency codes with commas without space „SEK,USD“. If you want to see only USD invoices then write „USD“ | 5.1.2 __**Show only SEK and USD invoices**__ – for this selection separate currency codes with commas without space „SEK,USD“. If you want to see only USD invoices then write „USD“ | ||
| {{:et:jane20210901-200119.png}} \\ | {{:et:jane20210901-200119.png}} \\ | ||
| - | Picture(5) | + | Picture(6) |
| :!: Filtering with "comma" works also with Customer salesman/Invoice salesman. | :!: Filtering with "comma" works also with Customer salesman/Invoice salesman. | ||
| Line 93: | Line 99: | ||
| {{:et:jane20210901-200554.png}} \\ | {{:et:jane20210901-200554.png}} \\ | ||
| - | Picture(6) | + | Picture(7) |
| :!: Filtering with exclusion mark "!" and "comma" works also with Customer salesman/Invoice salesman. | :!: Filtering with exclusion mark "!" and "comma" works also with Customer salesman/Invoice salesman. | ||
| Line 101: | Line 107: | ||
| {{:et:jane20210901-201047.png}} \\ | {{:et:jane20210901-201047.png}} \\ | ||
| - | Picture(7) | + | Picture(8) |
| 5.1.5 __**Date not added and currency selection**__ – gives the report all the balance dividend between currencies and calculates prepayments with today’s currency rate, unpaid payments and balance. | 5.1.5 __**Date not added and currency selection**__ – gives the report all the balance dividend between currencies and calculates prepayments with today’s currency rate, unpaid payments and balance. | ||
| {{:et:jane20210901-201247.png}} \\ | {{:et:jane20210901-201247.png}} \\ | ||
| - | Picture(8) | + | Picture(9) |
| Line 119: | Line 125: | ||
| 5.2.1. Add a customer debt comment to sales ledgers: \\ | 5.2.1. Add a customer debt comment to sales ledgers: \\ | ||
| {{:et:jane20210916-154305.png}}\\ | {{:et:jane20210916-154305.png}}\\ | ||
| - | Picture (9) | + | Picture (10) |
| Also visible when grouped by customers. | Also visible when grouped by customers. | ||
| {{:et:jane20210916-154515.png}}\\ | {{:et:jane20210916-154515.png}}\\ | ||
| - | Picture (10) \\ | + | Picture (11) \\ |
| :!: 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) | + | Picture (12) |
| 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 (12) | + | Picture (13) |
