en:mr_aru_reskontro
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en:mr_aru_reskontro [2022/06/08 14:35] triinp [2. Choices] |
en:mr_aru_reskontro [2022/11/01 12:16] triinp [5.1Filtering options] |
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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 48: | Line 48: | ||
| ***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 57: | 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 65: | 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 81: | 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:triinp20221101-121440.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 98: | ||
| 5.1.3 __**Don’t show EUR and SEK invoices**__ – for this selection use exclusion mark „!“ and add currency codes separated with commas. For example insert „!EUR,SEK“ and the report shows only USD invoices. If you want to exclude only SEK invoices, then insert „!SEK“ | 5.1.3 __**Don’t show EUR and SEK invoices**__ – for this selection use exclusion mark „!“ and add currency codes separated with commas. For example insert „!EUR,SEK“ and the report shows only USD invoices. If you want to exclude only SEK invoices, then insert „!SEK“ | ||
| - | {{:et:jane20210901-200554.png}} \\ | + | {{:et:triinp20221101-121607.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 102: | 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 120: | 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) |
