Difference between revisions of "Invoice Register Report"

Revision as of 08:48, 9 September 2022

General Description

Default Menu Location: Reports >> Accounts Receivable >> Invoice Register Report

Screen Shot: INVOICEREGISTERREPORT

Function: This screen generates Invoice Register Report with the Order Number, Invoice Date, and the Invoice Amount for all the customers by a specific time frame.

Report Filters

Cust#: Customer ID.

Start Date: Starting Invoice Date.

End Date: Ending Invoice Date.

Terr: Customer Territory (on SOLDTO screen).

Invoice Status: Invoice Status (viewable on the Invoice Header).

Order Type: Sales Order Type.

Invoices with multiple SO Types may not be displayed correctly if this filter is used.

Sort By: The report can be generated by -- Invoice #, Customer Number, Customer Name, SO#, SP.

Summary or Detail: Choose the type of report to be generated.

Show GLDist: Check the box for GL distribution list.

Standard Report Fields(Header)

Every customer's report is different. Here are some general Headings for a report.

lc_company

lc_report

lc_date

Standard Report Fields(Line Items)

Invoice/Order: The invoice number and the order number.

alltrim(invno)+"/"altrim(orderno)

Inv Date: The date invoice was generated.

ttod(invdate)

Cust#: The customer number for the invoice.

custno

Company: The company name for the invoice.

company

Net Amount: The net amount of the invoice.

subamt-disamt

Sales Tax: The sales tax for the invoice.

taxamt

Invoice Total: The total amount for the invoice.

totamt

Balance: The total balance of the invoice.

balance

@@ Line 7: / Line 7: @@
 '''Screen Shot:''' INVOICEREGISTERREPORT
-'''Function:''' The Invoice Register Report is used to give a list of Invoices in the system.  The report also gives the invoice date, Net Amount, Freight, Sales Tax, Invoice Total, and Balance.  The report can be filtered on many various fields such as customer, date, territory, status, order type, salesperson, and account manager.
+'''Function:''' This screen generates Invoice Register Report with the Order Number, Invoice Date, and the Invoice Amount for all the customers by a specific time frame.
 [[File: Invoice_Register_Report_Screen.png]]
 ===Report Filters===
-'''Cust#:'''  The Company ID in the field
+'''Cust#:''' Customer ID.
+'''Start Date:''' Starting Invoice Date.
+'''End Date:''' Ending Invoice Date.
+'''Terr:''' Customer Territory (on SOLDTO screen).
+'''Invoice Status:''' Invoice Status (viewable on the Invoice Header).
+'''Order Type:''' Sales Order Type.
+'''Invoices with multiple SO Types may not be displayed correctly if this filter is used.'''
+'''Sort By:''' The report can be generated by -- ''Invoice #, Customer Number, Customer Name, SO#, SP.''
+'''Summary or Detail:''' Choose the type of report to be generated.
+'''Show GLDist:''' Check the box for GL distribution list.
+===Standard Report Fields(Header)===
+Every customer's report is different.  Here are some general Headings for a report.
+* lc_company
+* lc_report
+* lc_date
+===Standard Report Fields(Line Items)===
+'''Invoice/Order:''' The invoice number and the order number.
+* alltrim(invno)+"/"altrim(orderno)
+'''Inv Date:''' The date invoice was generated.
+* ttod(invdate)
+'''Cust#:''' The customer number for the invoice.
+* custno
-'''Company: (field is blank)''' The Company name (long name) to report on
+'''Company:''' The company name for the invoice.
-'''Start Date:''' The start date for the report
+* company
-'''End Date:''' The end date for the report
+'''Net Amount:''' The net amount of the invoice.
-'''Terr:''' The territory which the invoice was generated from (sales)
+* subamt-disamt
-'''Invoice Status:''' The invoice status the report will be filtered on
+'''Sales Tax:''' The sales tax for the invoice.
-'''Sales Person:''' The salesperson associated with the invoice
+* taxamt
-'''Account Manager:''' The Account Manager associated with the invoice
+'''Invoice Total:''' The total amount for the invoice.
-'''Sort By:''' Select one of the options, ''Invoice#, Custno, CustName, SO#, SP'' for the report.
+* totamt
-'''Summary or Detail:''' Choose one of the options for the report type
+'''Balance:''' The total balance of the invoice.
-User may click the "Show GL Dist" box in order to show how the invoice effects the GL
+* balance
 [[Category: Accounts Receivable]]
+[[Category: Reporting and Report Sets]]