Invoice basis – Sales

In this procedure you can load a list containing deliveries that have not yet been approved/invoiced. The displayed records here have been created when delivery reporting customer orders or via the procedure Register invoice directly.

The procedure is partly used to see what in the system that has not been invoiced yet. But it is also used to create reports that are then used when reconciling the stock to see the value of what has been taken from the stock but has not yet been invoiced. You can also see already invoiced invoice bases if that status is entered in the selection. Also canceled invoice basis can be shown if that status is selected under the Selection tab.

As standard there is a detailed and a total list with a few different presentations. You can regroup the list and save your layouts in order to use them again in the future.

Tip!
Select by status 0 Canceled to see the canceled invoices in the list.

Detailed

This list type shows information about both invoice header and invoice rows. The list can be grouped by order number, customer, or delivery note number.

Total

This list type shows total information about the grouping term. The list can show total by order number, customer, or delivery note number. You can expand the rows in the list to see detailed information about the orders. At the bottom of the total list you can see a chart displaying the amount, the contribution margin, and the contribution ratio.

The presentations determine how the selected list should be displayed/presented. For example if it should be presented as grouped or as total. There are some standard presentations included in the program.

In most procedures where you can load lists, it is possible to create your own presentations. This is done under Presentations in the backstage of the procedure in question. If you create your own presentation you can for example choose if it should have a drilldown function and a drilldown filterering.

You can select which columns the list should consist of, and for each of the columns you can configure grouping, sorting, aggregation, and if the column should be shown in chart form and if it should be printed. Additionally you can also make printout settings, chart settings, and settings regarding extra aggregation.

Read more about this in Presentations.

In a list procedure there is always a tab called Selection where you can select data records in different intervals from the database. The data records are then loaded by using the Load button in the toolbar of the procedure.

Under Selection rows in the backstage of the procedure, you can choose which selection rows that each list type should have, under the Selection tab in the procedure. In the List type field you select for which list type you want to customize the selection rows.

One table shows selection rows possible to select and one one table shows the selected selection rows. You can add, delete, or move selection rows by dragging and dropping the selection rows with your mouse pointer.

Using the Save button you save the selected selection rows.

Read more about this in the Selection topic.