en:mr_aru_reskontro
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en:mr_aru_reskontro [2022/12/27 11:20] triinp [5.1.1. Sales Ledger regular report with currency option:] |
en:mr_aru_reskontro [2023/04/14 09:52] triinp [1. Filters and filter options] |
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| ***Account manager** - shows invoices that have account manager marked on Document. | ***Account manager** - shows invoices that have account manager marked on Document. | ||
| ***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. Empty field search character works. |
| ***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). | ***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). | ||
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| ***To Pay ** - opens invoice balance | ***To Pay ** - opens invoice balance | ||
| ***Prepayment** - opens customer’s prepayment list | ***Prepayment** - opens customer’s prepayment list | ||
| + | ***Balance** - opens customer`s periodic statement with the data of the last 2 months | ||
| + | ***Payment schedule** - the invoice payment schedule opens | ||
| =====4. Fine tuning===== | =====4. Fine tuning===== | ||
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| Picture(7) | Picture(7) | ||
| - | :!: Filtering with exclusion mark "!" works also with Customer salesman/Invoice salesman. | + | :!: Filtering with exclusion mark "!" works also with option Customer salesman/Invoice salesman. |
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| Picture(9) | Picture(9) | ||
| + | |||
| + | === 5.1.6 Overlaps are possible === | ||
| + | |||
| + | Works with filter Total - customers. Only customers with both debt and prepayment can be filtered out. | ||
| + | |||
| + | {{:et:triinp20221209-115203.png}} | ||
| + | Picture (10) | ||
| ==== 5.2. Using the customer's internal comment ==== | ==== 5.2. Using the customer's internal comment ==== | ||
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| Often, long-term debtors are the same customers to whom reminders are sent and calls are made every week. The answers are mostly the same - "we expect to receive a large order ourselves", etc.…). You can now see such information directly from the sales ledger. | Often, long-term debtors are the same customers to whom reminders are sent and calls are made every week. The answers are mostly the same - "we expect to receive a large order ourselves", etc.…). You can now see such information directly from the sales ledger. | ||
| - | __**5.2.1. Add a customer debt comment to sales ledgers:**__ \\ | + | === 5.2.1. Add a customer debt comment to sales ledgers === |
| {{:et:triinp20221101-124225.png}}\\ | {{:et:triinp20221101-124225.png}}\\ | ||
| - | Picture (10) | + | Picture (11) |
| Also visible when grouped by customers. | Also visible when grouped by customers. | ||
| {{:et:triinp20221101-124349.png}}\\ | {{:et:triinp20221101-124349.png}}\\ | ||
| - | Picture (11) \\ | + | Picture (12) \\ |
| :!: 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 (12) | + | Picture (13) |
| - | __**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:triinp20221101-124837.png}} | {{:et:triinp20221101-124837.png}} | ||
| + | Picture (14) | ||
| ==== 5.3 Payment schedule information ==== | ==== 5.3 Payment schedule information ==== | ||
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| {{:et:triinp20221101-131101.png}} | {{:et:triinp20221101-131101.png}} | ||
| + | Picture (15) | ||
