reports:transactions

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reports:transactions [2023/05/10 08:27] – [Type of report] Gary Willettsreports:transactions [2023/05/10 08:27] (current) – [Type of report] Gary Willetts
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 | Customer trans line report 1 |  | {{ :reports:customer_trans_line_report1.pdf |Sample}} | | Customer trans line report 1 |  | {{ :reports:customer_trans_line_report1.pdf |Sample}} |
 | Customer trans line report 2 |  | {{ :reports:customer_trans_line_report2.pdf |Sample}} | | Customer trans line report 2 |  | {{ :reports:customer_trans_line_report2.pdf |Sample}} |
-| Received vs. sent | Shows the difference between stock issues from a supplier and stock receipts for the same lines at the customer. If you choose //Purchases from suppliers// as the **Transaction type** then the report will run over supplier invoices and show differences between what the current store was sent from the supplying store (on customer invoices) and what the current store received on the corresponding supplier invoices. If you choose //Sales to customers// as the **Transaction type** then the report will run over customer invoices and show differences between what was sent from the current store (on customer invoices) and what was received on the corresponding supplier invoices in the receiving store. **WARNING** any non stock-transfer transactions included in the report (if you select //Normal transactions// or //Both normal transactions and stock transfers// in the **Transaction type** section) will show a full difference because there is no corresponding customer or supplier invoice. So it is recommended to only choose the //Stock transfers// option in the **Transaction type** section for this report. | {{ :reports:received_v_sent.pdf |}} |+| Received vs. sent | Shows the difference between stock issues from a supplier and stock receipts for the same lines at the customer. If you choose //Purchases from suppliers// as the **Transaction type** then the report will run over supplier invoices and show differences between what the current store was sent from the supplying store (on customer invoices) and what the current store received on the corresponding supplier invoices. If you choose //Sales to customers// as the **Transaction type** then the report will run over customer invoices and show differences between what was sent from the current store (on customer invoices) and what was received on the corresponding supplier invoices in the receiving store. **WARNING:** any non stock-transfer transactions included in the report (if you select //Normal transactions// or //Both normal transactions and stock transfers// in the **Transaction type** section) will show a full difference because there is no corresponding customer or supplier invoice. So it is recommended to only choose the //Stock transfers// option in the **Transaction type** section for this report. | {{ :reports:received_v_sent.pdf |}} |
 | Months to expiry | | {{ :reports:months_to_expiry.pdf |Sample}} | | Months to expiry | | {{ :reports:months_to_expiry.pdf |Sample}} |
 | Order processing time | If you are filling out the order written date and order received date for incoming customer orders, then this report will show you how long it is taking for orders to reach the store, and how long it is taking to process orders from receipt to order entry and to order dispatch | | | Order processing time | If you are filling out the order written date and order received date for incoming customer orders, then this report will show you how long it is taking for orders to reach the store, and how long it is taking to process orders from receipt to order entry and to order dispatch | |
  • Last modified: 2023/05/10 08:27
  • by Gary Willetts