The report "Balance of clients" has been added to the report designer.
Filters for the "Balance by customers" report
- any order filters work on order;
- any user filters affect users;
- warehouse cell filter "warehouse" filters warehouse operations;
How the filtering works: if you filtered out the date, then only those customers who have orders will be shown, which:
- in the history of changes for the specified period there is information that obligations have changed;
- there was a payment for the period on the order;
- there was a warehouse operation on the order for the period; (if a warehouse has been filtered, only operations with the specified warehouse will be taken into account);
The report displays information:
- client (link);
- amount and margin by processes;
- the amount of obligations, payments, the balance of the client's obligations;
- the amount of our obligations, payments, the balance of our obligations;
- final balance (client's
The report "Balance of clients" has been added to the report designer. Filters for the "Balance by customers" report - any order filters work on order; - any user filters affect users; - warehouse cell filter "warehouse" filters warehouse operations; How the filtering works: if you filtered out the date, then only those customers who have orders will be shown, which: - in the history of changes for the specified period there is information that obligations have changed; - there was a payment for the period on the order; - there was a warehouse operation on the order for the period; (if a warehouse has been filtered, only operations with the specified warehouse will be taken into account); The report displays information: - client (link); - amount and margin by processes; - the amount of obligations, payments, the balance of the client's obligations; - the amount of our obligations, payments, the balance of our obligations; - final balance (client's
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