IN Invoice Reports - Add Layout

Navigator > Reports > Invoicing System > Invoice Reports > Add Layout

Produce a report that lists invoices and other documents. You can select document types, and a post and print status. The Current/History selection allows optimised scanning of the invoice files. An invoice is current if it is not deleted and is unprinted or unposted. An invoice is historic if it is deleted or both printed and posted. Select invoices (and other documents) belonging to a period or period range. Print reports on invoices entered and on the stock allocated on invoices. The layouts available are Invoice Status, Invoice, Allocation and Shipping.

See also Report Selections Form.


Layouts
Allocation	Produces reports for stock allocated against invoices that have not been posted. See Order Allocation Reports (OE installed). You can specify ranges of customers and products and the required Post Status. Customise this layout to group by customer or product. To customise and add grouping, place the number 1 in the Group field for CustomerCode and CustomerName or for ProductCode and Description. After the report layout has been saved, access the customisation from Options > Customise on the selection form. Customer Grouping, Reports on allocated Stock Grouped by Customer. Customer allocation reports are sorted by Customer, then invoice. Allocated quantities and amounts are sub-totalled for each Customer. Grand totals for all allocated quantities and values appear at the end of the report. Product Grouping, Reports on allocated Stock Grouped by Product. The Product allocation reports are sorted by Product, then Customer then Invoice. Allocated quantities and amounts are sub-totalled for each Product. Grand totals for all allocated quantities and values appear at the end of the report.
Invoice	Lists invoice header and line information. You can also show the invoice banking line information. You can specify ranges of Customers and / or Products and their Post Status. The Current/ History selection is to allow optimised scanning of the invoice files. An invoice is current if it is not deleted and is unprinted or unposted. An invoice is historic if it is deleted or both printed and posted. You can specify the period or a range of periods from which to select invoices.
Invoice Links	This report shows the links associated with invoices for a range of periods.
Invoice Totals	Report on totals (excluding GST and Charges) of Invoices, Credits and Quotes entered but not yet posted to Customers accounts. Separate totals are shown for Entered and Held Open. Held Open invoices can represent work in progress or be invoices entered ahead for future periods. You can use this report at the end of the month before printing statements in AR to check all invoices have been posted.
Picking	Report tracking detail for selected current documents. With selections for range of Customers, Products, Packing Slip No, Invoice No and Bin Codes.
Shipping	Shows the Shipper assigned to each invoice.
Status	Select a post and print status. Select types of documents, and specific post and print statuses. The Current/History selection scans invoice files. An invoice is current if it is not posted and printed. An invoice is historic if it is deleted or printed and posted. Select invoices that belong to a period or period range.