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en:mr_aru_reskontro [2022/10/31 14:13] triinp [1. Filters and filter options] |
en:mr_aru_reskontro [2022/11/01 11:19] triinp [2. Choices] |
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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). | ||
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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 | + | ***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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***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 text (or edit text) and when leaving the cell with the mouse, click on the coloured surface of the report and the text will be saved. | ||
+ | |||
+ | :!: If the right to edit ´´customers´´ is removed from the rights, the option to ´´edit´´ the sales ledger will disappear. If you have this right and the edit box is checked, | ||
+ | can write a comment in the report, which is saved automatically. | ||
+ | |||
{{:et:jane20210827-094742.png}} | {{:et:jane20210827-094742.png}} | ||
=====3. Links===== | =====3. Links===== |