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Report buttons

There are several ways to get a document report from a form:

CASE SUMMARY

The user is located in PANTHEON, on the issue document. They want a document report and they get it by following these steps:

  1. Selecting the issue document
  2. Generating a document report

1. Selecting the issue document

The user selects the Goods | Issue | Document menu and the document type of which they want a report. In this case, they select the document type 3000 – Sale.

The Sale document window opens. Using the navigation buttons, they search for the document that they want a report of.

2. Generating a document report

The document report can be generated using the above described methods, or by clicking the Invoice or Packing slip button.

Clicking the Invoice button generates the report based on the last selected report format.

If, for example, the last data that was reported had the "2OA – Invoice" report type, then clicking the Invoice button will generate a report from the currently selected document using this format. This eliminates the need for a re-selection of the desired report type.

Right-clicking the report button opens a list of predefined and user report types for each individual function will open. The report can therefore also be selected from this list (shown in the image below).

After selecting the type, the report is generated.

 

 

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