If you use simple, but very efficient reports you can keep track of important
business information, search for accounting data and using a modern information
system can improve your overall overview of your company's operations.
| Report type |
First, select a report type. This is the form
in which the report will be printed. You generate the report by double
clicking the wanted report type.
You can choose among following report types:
The prices of Items in summary reports (Summary
by items report) are calculated as quotient of
value and quantity.
|
| Item Types |
Select all item types that you would like to include in the reports.
Certain item types are unchecked by default. |
| Document Types |
Select document types that you have used to record
sales orders and that you would like to include in the report (Record
only document types will not appear in the list!). You can select
them if you check the box next to the desired document. |
| Item |
Enter an individual item ID if you
would like to limit the report to a single item. This information is
taken from the lines of order documents.
|
| Name |
Enter an individual item name if you would like
to limit the report to a single item. This information is taken from
the lines of order documents. |
| Primary Category
|
Select a primary category if you would like to
limit the report to a single primary item category. The primary category
of an item is listed in the Items register.
Item categories can be found in the Item Categories
register. |
| Sec. Category |
Select a secondary category if you would like
to limit the report to a single secondary item category. The secondary
category of an item is listed in the Items
register. Item categories are listed in the
Item categories register. |
| Customer |
Select a customer if you would like to limit the
report to a single customer. Select a customer
from the Subjects register. |
| Customer Type |
Select a customer type
if you would like to limit the report to a single customer type. Information
about customer types can be found in the Subject
Types register (see customer register).
|
| Country |
Select a country if you would like to
limit the report to a single country where you have customers. Information
about the country that you have done business with can be found in the
Subjects register, for the individual subject that you did business
with in that country. |
| Consignee |
Select a consignee if you would like to limit
the report to a single consignee. Select
a consignee from the Subjects register.
|
| Consignee Type |
Select a consignee type if you would
like to limit the report to a single customer type. Information about
customer types can be found in the Subject Types
register (see customer register).
|
| Country |
Select a country if
you would like to limit the report to a single country where you have
consignees. Information about the country that you have done business
with can be found in the Subjects register, for the individual subject
that you did business with in that country. |
Department |
Enter an individual department if you would like to limit the report
to a single department. Information about departments is listed in the
Subject register, and will be taken from
the lines of order documents. |
| CIS |
Enter an individual
CIS if you would like to limit the report
to a single CIS (Classification of Institutional Sectors). CIS ID s
are recorded in the Subjects register.
You can use wildcards. For example, "S.1%"
means domestic partners, "S.2%" means foreign partners, "S.211%" means
partners from the EU, etc.
|
Cost
Ctr. |
Select an individual cost center if you would like to limit the
report to a single cost center. This information is taken from the lines
of orders. |
| Linked Doc. 1 |
Select a linked document if you would like to
limit the report to a linked document 1 (for example, sales order slip).
|
From
(Linked Doc. 1) |
Enter the start date for linked document 1 if you would like to
limit the report by this information. |
To
(Linked Doc. 1) |
Enter the end date for linked document 1 if you
would like to limit the report by this information. |
| Linked Doc. 2 |
Select a second linked document if you would like to limit the report
to a single linked document 2. |
From
(Linked Doc. 2) |
Enter start date criteria for linked document
2 if you would like to limit the report by this information. |
To
(Linked Doc. 2) |
Enter the end date criteria for linked document 2 if
you would like to limit the report by this information. |
| Order Date From |
Enter the start date of the
period for which you would like to show
orders in the report. |
Date To
(Order) |
Enter the end date of the period for
which you would like to show orders in the report. |
| Deliver-By From |
Enter the start date of the period (by
deliver-by dates) for which you would like
to show orders in the report. |
Date To
(Deliver-By) |
Enter the end date of the period (by deliver-by
dates) for which you would like to show orders in the report.
|
| Valid Until |
Enter the validity date of the order if you would
like to limit the report by the validity date.
|
| Convert to Currency |
Select a currency in which orders
will be listed (calculated) in the report. All orders that meet
the criteria that you have entered will be included in the report, but
will be converted into the currency entered here using the
central bank rate on the day that an order
was issued. |
| For Currency |
Select a currency if you would like to limit the
report to a single currency that was used
in orders. Only orders created in the currency you will enter here will
be included in the report. If you do not enter a currency, all orders
will be displayed, regardless of the currency, and will be converted
to the primary currency using the
central bank rate valid on the day an
order was issued (see the Convert to Currency
field). |
| Delivery |
Enter a delivery method if you would
like to limit the report to a single delivery method. Information about
delivery methods is listed in the Delivery
Methods register, and will be taken from
order documents. |
| Materials in BOMs |
This option is available only in
Material Requirements report.
Select this option if you would like to include materials in BOMs. Values
will be listed by purchase price. If this option is not selected, the
report will not take account of materials in BOMs. |
| Only Where Ordered and Delivered Qty Differ |
Select this option if you would like to exclude the following orders
from the report:
- orders where the entire ordered quantity has already been dispatched
to the customer;
- orders marked as finished.
If you have a report of the type Difference
between Ordered and Dispatched, this checkbox
will be selected by default - and will not appear in the report.
|
| Read Stock in Primary Warehouse |
When creating a report, select this option if
you would like to find the inventory of an individual item at the
primary warehouse. This information is
included in the Summary by Items with Stock
predefined report type! |
| Valid |
Select orders you would like to include in the report:
- All order;
- Validity (Valid orders with the
validity date later than current date);
- Expired (Expired order with the
validity date before the current date).
|
| Status |
Select orders statuses
if you would like to limit the report to particular order statuses.
By default, only statuses that affect available stock are selected (default:
2 – Confirmed).
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