To obtain the Invoice Reports within the Web, select the WEB Print button from the ManEx action buttons at the top of the screen. For further detail on How the Reports work within the Web refer to Article #5477.
Note: In order to access the Reports within the Web the Company Root URL must be setup within the System Appearance module and user must be linked to web within the System Security Module.
Select the Report Type: INVOICE - A List of Reports will be displayed that are available on the Web
for INVOICE
To obtain the Sales Order Reports within the desktop, select the Print button from the ManEx action buttons at the top of the screen.
The following reports screen
will display a list of reports that are available on the ManEx Desktop:
Highlight the report then depress the "OK" button.
Invoice Report
|
Some of the radial options/info is defaulted from the Print Packing List/Invoice Setup.
Select between Printing with the internal part number or printing using the customer reference number, or with both.
Select the invoice type, either Unprinted Invoice, Single Invoice, or Reprint Last Batch.
The appropriate records will populate the selection box. Check the box if you would like the report to display Invoices with zero amount.
Select how you would like the Invoice list Sorted by: Invoice, Packing List, Sales Order, Customer, or Inv Date.
Highlight the invoice you want to print and depress the > button. If you want all of the invoices printed, depress the >> button.
Depress OK button. The following report will be displayed
Note: If the invoice has NOT been released to AR it will display "NOT RELEASED" in red text next to INVOICE on the form (see below)
Note: (RMA) will appear next to the Sales Order No. if the Invoice is being printed from an RMA order (as displayed below).
|
 |
|
The number of copies for packing list and invoices on desktop version is controlled by Crystal Report. User can see the different copies of PK/INVOICE and decide which one(s) they want to print.
|
 |
The following report will be displayed
Invoice Summary Report by Date
Enter in the desired Date Range
Enter Customer if applicable.
Depress the OK Button.
|
|
The following report will be displayed
Invoice Register Report
|
Enter the desired Date Range.
Depress the OK Button.
This report displays the Posted invoice total for the selected time period.
|
 |
The following report will be displayed
Un-Invoiced Shipment Summary by Date Report
|
Enter the desired Date Range.
Depress the OK Button.
This report will list all Invoices that have NOT been Posted (Printed)
|
|
The following report will be displayed
Un-invoiced Shipment Summary All Report
Depress the OK button.
The following report will be displayed:
Invoice Summary Report by Date
|
Enter the desired Date Range.
Depress the OK Button.
|
|
The following report will be displayed
Net Sales Summary in Percentage by Customer Report
|
Enter the desired Date Range.
Depress the OK Button.
This report displays the (Posted invoice total - freight amount - tax - freight tax) - (Posted credit memo total - freight amount - tax - freight tax) for the selected time period.
|
|
The following report will be displayed
Gross Sales Summary in Percentage by Customer Report
|
Enter the desired Date Range.
Depress the OK Button.
This report displays the Posted invoice total - freight amount - tax - freight tax for the selected time period.
|
|
The following Report will be displayed
Credit on Sales Summary In Percentage by Customer Report
|
Enter the desired Date Range.
Depress the OK Button.
This report displays the (Posted Credit memo total - freight amount - tax - freight tax for the selected time period) and a Total Sales amount (Posted invoice total - freight amount - tax - freight tax for selected time period)
|
|
The following report will be displayed
Sales Tax Only Invoice Report
|
Enter the desired Invoice Number.
Depress the OK Button.
NOTE: This report will NOT include freight tax.
|
 |
The following report will be displayed
| 
