| Report Type |
Select a report type. Choose from the following:
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| Item Types |
Select the item types for which you would like to report receiving invoices. At least one item type must be selected. To select an item type, check the box next to the desired type. |
| Document Types |
Select the receiving document types for which you would like to report issued invoices. Document types must be selected. (record only document types are not available to select!) |
| Packing Slip from |
Select a packing slip date from receiving documents if you would like to limit the report using this criteria. |
| Packing Slip to |
Select a packing slip date if you would like to limit the report using this criteria. |
| Invoice Received from |
Select a Invoice Received date if you would like to limit the report using this criteria. |
| Invoice Received to |
Select a Invoice Received date if you would like to limit the report using this criteria. |
| Item |
Select one or more item IDs if you would like to limit the report to a single item or some selection of items.
For this field and all fields described below, the program will include all records in the report if criteria are not entered (a field is left blank). You can also enter a partial ID with a with the % wildcard (for more information see Wildcards).
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Name
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Select one or more item names as entered in document lines, if you would like to limit the report to a single item name, or some selection of items' names. The name of an item that appears in documents is not necessarily the same as the name listed in the Items register (for more information, see Receiving Document Lines)!
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| External ID |
Select an external ID if you would like to limit the report to a single external ID as entered in the Items register. |
| Status |
Select an item status if you would like to limit the report to items with a particular status:
- Blank field (all) - All items will be included, regardless of status. If you would like to report items regardless of status, leave this field blank.
- Active - Only active items will be included in the report (items with the Active option selected in the Items register)
- Inactive - Only inactive items will be included in the report
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| Primary Category
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Select a primary category if you would like to limit the report to a single item category. If a category is entered here, only invoices with items of the selected category will be included in the report. |
| Sec. Category |
Select a secondary category if you would like to limit the report to a single secondary category. |
| Supplier |
Select a customer if you would like to limit the report to a single supplier from the receiving document header. |
| CIS |
Select a CIS ID if you would like to limit the report by suppliers' CIS ID (Classification of Institutional Sectors). A customers CIS ID is entered in the Subjects register. |
| Supplier Type |
Select a supplier type if you would like to limit the report to a single supplier type. This is useful if you would like to see how much you've sold to a certain segment of the market. |
| Country |
Select a country if you would like to limit the report to selected countries where your company sells goods. Information about a subject's country can be found in the Subjects register. Since version 1001300 more than one county can be selected with multiselection function 
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| Third Party |
Select a third party (freight forwarder, payer...) if you would like to limit the report to a single third party that appears in receiving documents. |
| Third Party Type |
Select a third party type if you would like to limit the report to a single third party type. This is useful if you would like to see how your purchases are segmented.
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| Country |
Select a country if you would like to limit the report to selected countries where a third party you do business with is located. Information about a subject's country can be found in the Subjects register. Since version 1001300 more than one county can be selected with multiselection function |
| Warehouse |
Select a warehouse is you would like to limit the report to a single receiving warehouse from the receiving document header. |
| Department |
Select a department if you would like to limit the report to a single document entered in document lines. |
| Cost Ctr. |
Select a cost center if you would like to limit the report to a single cost center entered in document lines. |
| Linked Doc. 1 |
Select a linked document if you would like to limit the report to a linked document 1 (packing slip, for example). |
| From (Linked Doc. 1) |
Select a date for linked document 1 if you would like to limit the report by linked document date. |
| To (Linked Doc. 1) |
Select a date for linked document 1 if you would like to limit the report by linked document date. |
| Linked Doc. 2 |
Select a linked document if you would like to limit the report to a linked document 2 (freight forwarder's invoice, for example). |
| From (Linked Doc. 2) |
Select a date for linked document 2 if you would like to limit the report by linked document date. |
| To (Linked Doc. 2) |
Select a date for linked document 2 if you would like to limit the report by linked document date. |
| Purchase From |
Select a purchase method if you would like to limit the report to a single purchase from method from receiving documents. You can limit the report to:
- All (Blank field) - all receiving invoices, regardless of the purchase from method. If you would like to include all purchase methods in the report, leave this field blank
- Home - Tax Registered - only invoices received from VAT registered persons will be included in the report
- Other - only from other domestic (non-tax registered) suppliers will be included in the report
- Import- only invoices for imports will be included in the report
- Non-resident- only received invoices of the non-resident type will be included in the report
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| Pmnt Method |
Select a payment method if you would like to limit the report to a single payment method from receiving documents. |
| Delivery Method |
Select a delivery method if you would like to limit the report to a single delivery method from receiving documents. |
| Clerk |
Select a clerk from receiving documents if you would like to limit the report to a single clerk. |
| Text |
Select a text ID if you would like to limit the report to a single text ID from receiving documents. |
| Terms |
Select a delivery terms ID if you would like to limit the report to a single delivery terms ID from receiving documents. |
| Place |
Select a place of delivery if you would like to limit the report to a single place of delivery from receiving documents. |
| Document Status |
Select a status if you would like to limit the report to documents with a particular status:
- All/Blank field - all documents, regardless of their status. If this field is left blank, all document statuses will be included in the report.
- Confirmed - only documents that have been confirmed will be included in the report
- Unapproved - only documents that have not been approved will be included in the report
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| VAT Rate |
Select a tax rate if you would like to limit the report to a single tax rate entered in the document lines. |
| For Currency |
Select a currency if you would like to limit the report to a single currency that receiving documents have been created in. Using this criteria you could, for example, limit the report to invoices received in U.S Dollars. |
| Convert to Currency |
Select the code of the currency in which you would like to show the information in the report. You can create an invoices received report in any currency for which you keep updated information in the Banks register. You can, for example, convert all invoices received in a given period into Euros, regardless of the currency used in the invoices. |
| Bank for FCY Documents |
Select which exchange rates will be used by the program to convert foreign currency documents.
- Exchange Rate for Price List – the bank for price list selected in the Program Parameters will be used
- Bank of Slovenia – the exchange rates of the Bank of Slovenia selected in the Program Parameters will be used
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If you would like to convert invoices to another currency (see Gross Margin Report - Convert to Currency field), the values and prices will be converted to the desire currency using the selected exchange rates (the Bank for FCY Docs. field).
- Exchange Rate for Price List (see Program Parameters | Company | General)
- Bank of Slovenia (see Program Parameters | Company | General)
The date that will be used for the conversion will be determined the same way it is when entering issue invoices: the date for the exchange rates is usually the date of the invoice. You can specify a different date at Program Parameters | Goods | General.
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Use Secondary Subject Type
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If this parameter is checked, program collected data for customer type defined by subject in general data of Subject. If parameter is not checked program collected data just for primary customer type defined by subject in general data of Subject. |
| Custom Fields - Items |
Select an entry in an item's custom field if you would like to limit the report to a single entry in a custom field in the Items register. |
| Custom Fields - Subjects |
Select an entry from a subject's custom field if you would like to limit the report to a single entry in a custom field in the Subjects register. |
| Custom Fields - Cost Centers |
Select an entry from a cost driver's custom field if you would like to limit the report to a single entry in a custom field in the Cost Drivers register. |
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Choose Sign to select the Positive, Negative or All (both) values of the positions of the documents (anForPay) that will be shown on the report |
| Transporter |
Select subjects that were used as transporters on received invoices |
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This button will generate an invoices issued report using the selected criteria. |