FreeBalance Accountability Suite
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EspañolSales Transaction Listing By Customer Report
Fri, 2014-07-04 10:30 — amitra
Overview
The report displays all Cash and Credit Sales vouchers, receipt vouchers and credit/debit notes, it will display all data as a list including important information regarding the each type of document and related customer.
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Revenue Management ► Reports ► Sales Transaction Listing By Customer Report
Sales Transaction Listing by Customer Report Field Desription
| Fields | Description |
| Fiscal Year | This parameter will be populated automatically by the system based on current fiscal year. |
| Fiscal Period From | Allow the user enter From and To Fiscal Period. By default both values (From and To) will have the Current Fiscal Period. No future fiscal periods are allowed and if From and To are different, then the value in To must be equal or higher than From. |
| Fiscal Period To | Allow the user enter From and To Fiscal Period. By default both values (From and To) will have the Current Fiscal Period. No future fiscal periods are allowed and if From and To are different, then the value in To must be equal or higher than From. |
| Posting Status | Display as a list all values for referenced, if none is selected all status must be displayed by the report. |
| Workflow Status | Display as a list all values for referenced, if none is selected all status is displayed by the report. |
| Document Type | Document type may be: Invoice, Receipt Voucher, Credit Note and Debit Note. None, means all types must be displayed when generating the report. |
| Include Customer Without Customer Type | Display to the user as a checkbox element to indicate whether customer type is included or not. |
| Customer Type | Customer type is to be selected for report purpose. |
| Voucher Date From | Allow the user indicate a single date or a range (From and To) of dates. |
| Voucher Date To | Allow the user indicate a single date or a range (From and To) of dates. |
| Comment | Comment on the report which is optional. |
| Sort By | The system should allow the user sorting (ascending/descending) by the attributes from this table. |