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Generating overview of invoices to be processed per item

Introduction

You can generate a statistical overview of invoices to be processed per item. This overview is generated in Microsoft Excel and all unprocessed invoices per item are displayed by quantities and amounts in the form of tables and graphs for further analysis.

Menu path

Invoice ➔ Statistics ➔ Item

Description

You can filter the overview of invoices to be processed that you want to generate. To search for invoices that you want to display in the overview, you can define one or more of the following criteria and click Start. The overview of invoices that match the defined search criteria is then generated. A list of options will be displayed if you click at Item group and Item code. From the list, select an option and click Select.

Fields

Range section

Item group

Type or select an item group or a range of item groups to generate an overview of the invoices to be processed with the selected item group or range of item groups. By default, the All check box is selected to generate an overview of invoices to be processed of all item groups.

Item code

Type or select an item code or a range of item codes to generate an overview of the invoices to be processed with the selected item code or range of item codes. By default, the All check box is selected to generate an overview of invoices to be processed of all item codes.

Item status

Select one of the following to generate the overview of invoices to be processed based on the corresponding item status:

All
Active
Blocked
Discontinued
Inactive

Note: See Creating and maintaining items for more information on the status of the items.

Invoice type

Select one of the following to generate the overview of invoices to be processed based on the corresponding invoice type:

All
Sales invoice
Credit note
Commission Invoice
Direct Invoice

Buttons

Start

Click this to generate the overview which comprises five Microsoft Excel spreadsheets. The following are examples of the spreadsheets that you will see in the overview:

Graph (Amounts)
Table (Amounts)
Graph (Quantities)
Table (Quantities)
Data

Close

Click this to exit.