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cats:procedures:invoices:pnfreport [2016/10/13 16:11] – jen | cats:procedures:invoices:pnfreport [2017/12/19 03:21] – external edit 127.0.0.1 | ||
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=====Provisionals Not Finalized===== | =====Provisionals Not Finalized===== | ||
+ | {{entry> | ||
+ | CATS lets you run the Provisional Not Finalized report which shows all the invoices that have not been finalized. These are mostly sale invoices without a final weight (proforma) or without a final price (provisional). | ||
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+ | ====Provisionals Not Finalized Report==== | ||
+ | |||
+ | Go to **Invoicing > Provisionals not Finalized**. | ||
+ | [{{: | ||
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+ | CATS will display a list of previously created and saved formats to choose from. | ||
+ | Choose the report format you want to use. Click **Modify**. | ||
+ | [{{: | ||
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+ | CATS will show you a screen of the most important filters you can select to limit which records will appear on this report. For this one, we would only use Invoice type and Unit Conditions. | ||
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+ | Invoice Type - All, A/R Sales, A/P Purchases.\\ | ||
+ | [{{: | ||
+ | Unit Conditions - All, Only If Units, Only If Weights, Units or Weights, Units and Weight.\\ | ||
+ | [{{: | ||
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+ | Select your report filters. Next, choose your report columns and orders using the **Select Columns** and **Select Orders** buttons from the top menu bar (for help with columns see wiki page [[cats: | ||
+ | [{{: | ||
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+ | Choose how you want the report to print.\\ | ||
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+ | View your report.\\ | ||
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+ | If you notice an invoice that should be finalized on your report, you will need to finalize the invoice. See the wiki on [[cats: | ||
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+ | [{{: | ||
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+ | ====Omit an Invoice from Report==== | ||
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+ | You can also omit an invoice from a provisionals not finalized report. | ||
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+ | [{{: | ||
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+ | Select the provisional invoice to remove from the not finalized report. Press **Continue**. Note that once you omit an invoice using this method you can not add it back to the report. | ||
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+ | [{{: | ||
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+ | CATS will let you know that the invoice was successfully removed from the provisionals not finalized report. Press any key to continue. | ||
+ | [{{: | ||
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+ | You can now run the report and the invoice you omitted will not be listed. | ||
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+ | [{{: | ||
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+ | {{tag>" | ||
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- | CATS lets you run the Provisional Not Finalized report which shows all the invoices that have not been finalized. Mostly sale invoices without a final weight (proforma) or without a final price (provisional). | ||
- | Go to **Invoicing < Provisionals not Finalized**. | ||
- | [] | ||
- | Select the report format you want to use. Click **Modify**. |