Invoicing log

In this procedure you can load detailed or total lists containing all sales statistics from invoices and invoice rows, including advance/in arrears rows, as well as lists with calculation information.

Sales statistics are created in the invoicing log when approving invoices. All sales statistics are calculated by the system and are loaded from the invoicing log. In the lists in this procedure you can see Contribution margin and Contribution ratio. You can see calculation costs and compare these against the invoiced value.

When you have loaded the Detailed list or the Configuration list, you can with the button Show document (F3) on the function menu, display the actual invoice document for the marked invoice/part in the list.

Detailed

This list shows detailed information from both the invoice header and the invoice rows.

Configuration

This list is available if the option Product configurator is installed in your system. The list displays information regarding configured parts in different designs or variants on invoice rows. For each configured part you can see the different choices made in the configuration.

Total

This list shows total information from both the invoice header and the invoice rows, as well as CM and CR, by the selected grouping term.

Calculation information – Detailed

This list shows detailed information about calculation costs and a comparison of these against the invoiced value and CM.

Calculation information – Total

This list shows total information about calculation costs and a comparison of these against the invoiced value and CM.

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.