10.4.5. Invoice Reports

The following reports can be found in Quote-to-Invoice -> Customer Invoices:

Sales by Invoice Date

The report displays a list of customer invoice lines and related information, grouped by invoice date:

• Report Parameters - search filters for the customer invoice lines displayed in the report:

  • Date Range - from-to interval for the invoice date;

  • Customer - the invoiced business partner;

• Report Columns - fields that can be found on customer invoices;

Sales by Product Category Detail

The report displays a list of customer invoice lines and related information, grouped by product category:

• Report Parameters - search filters for the customer invoice lines displayed in the report:

  • Date Range - from-to interval for the invoice date;

  • Product Category - the invoice product's category;

• Report Columns - fields that can be found on customer invoices: Product, Qty, Price;

Sales by Product Category Summary

The report displays a list of invoiced products, grouped by product category:

• Report Parameters - search filters for the customer invoice lines displayed in the report:

  • Date Range - from-to interval for the invoice date;

  • Product Category - the invoice product's category;

• Report Columns - fields that can be found on customer invoice lines: Product, Qty and Price;

Sales by Product Category and Customer

The report displays a list of products invoiced to customers, grouped by product category:

• Report Parameters - search filters available for customer invoice lines;

• Report Columns - fields that can be found on customer invoice lines: Customer, Product, Qty and Price;

Sales by Customer Detail

The report displays a list of customer invoice lines grouped by customer:

• Report Parameters - search filters for the customer invoice lines displayed in the report:

  • Date Range - from-to interval for the invoice date;

  • Customer - the invoiced business partner;

• Report Columns - fields that can be found on customer invoices: Customer, Invoice, Product, Qty and Price;

List of numbers unused in Customer Invoices

The report returns the customer invoice numbers, within an interval, which were either not used or were canceled:

• Report Parameters:

  • Prefix -enter the prefix as defined for the respective document type;

  • Document No From, Document No To - define an interval for the invoice number. The interval cannot be greater than 1000;

• Report Columns:

  • Doc Status - indicates if the invoice was not used or was cancelled;

Determination Vendor for an Output Report

The report displays the documents used for loading the invoiced product in stock. The report is useful when registering customer returns and the operator needs to determine whether they are still covered by warranty. When the sold quantity is more than 1, the report can display multiple documents. If the "Credit Note Reevaluation" process has been used, the document will display the oldest receipts corresponding to the product affected by the reevaluation.

• Report Parameters - are used to select the customer invoice containing the product for which the source documents need to be determined;

• Report Columns - details regarding the product vendor and the source documents;