Debtors Inventory Filter
Debtors >Reports >Report list
This report shows all transactions by debtor, invoice and displaying all lines completed on the invoice.
| Debtor From / Debtor To | Select a Customer/Debtor you wish to view the report from. Select the Customer/Debtor you wish to see up to in the report. |
| Item Code | Select an item code from the drop-down menu |
| Grouping | Select grouping of the report from the drop-down menu. If you don't wish to group your report leave the selection on none |
| Date From / Date To | Choose the date range for which you want to view the report from Select a date range of when you want to see the report to |
| Sort By | Select a sort criteria on the drop-down menu |
| Date Type | Select a date type on the drop-down menu selection |
| Decimal Places | It is advisable to set decimals to two places, you can view the report with up to 9 decimal places. |
| Inter-Company | |
| Summary Tick | Tick the box in order to include summary on the report |
| Show Cost Tick | Tick the box in order to include cost on the report |
| Source Document | Select source document from the drop-down menu |
| Sub Sort By | Sub Sort the report by selecting one option from the drop-down menu allows the user to pull a report with a secondary criteria that will be sorted by either, Code, Description, Warehouse or Bin location. |
| Sales Rep | If you want to run a report by a specific sales rep, then you will need to select the sales rep on the drop-down menu. If you leave the sales rep on all the report will run by all sales rep. |
| Include Non-Posted Tick | Tick the box if you want to include non-posted transactions in your report |
| Generate | Click the "Generate" button to open the report. You will have options to copy, email, or print the report. To view the report in an Excel document, copy the report and paste it into an Excel file. |
| Export | This allows you to export the report to an Excel file |
| Power BI Export | |
| Report Request |
Overall discount and line discount
This report will display line discount versus overall discount which is the net effect of the discount.
See example below of overall discount given to an invoice and the report result
If we take a line item that costs 10.00 and give and overall discount of 10%, the net effect of the line is 9.00 .
Therefore the report will show 9.00 as the value
Invoice example
Using overall discount can be problem as it will give discount on a line that may also contain a line discount. Thereby resulting in a double discount given.
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