Sales Order > Advance Billing > Advance Billing Reports

The Advanced Billing Summary report function allows you to generate a report that summarizes certain information on each advance billing.

This report can be used to keep track of advance billings for the unshipped sales order.

Note: The advance billings that are already shipped do not show in the Advance Billing Summary nor in the Advance Billing Line Item report..

To print an advance billing summary report, perform the following steps:

1.Access the Advance Billing Summary report function from the Open Sales Order group under the Reports menu in the Sales Order module.

2.Click the List box button next to the Configuration field; then, select the report configuration that you want to use.

3.Select the report sorting option by clicking the List box button next to the Sort By field.

4.In the Layout field, click the List box button to select the report layout you want to use in generating the report.

5.In the Report Configuration area, define the report filters. Depending on the Sort By option you choose, you may mark the Individual checkbox if you want to generate the report for a single record and enter the appropriate value in the adjacent field; otherwise, select in the Filters area the preferred criteria in generating the report.

6.If you are printing more than one advanced bill, select one of the following options:

•All Unprinted Advanced Billing

•All Printed Advanced Billing

•Printed and Unprinted Advanced Billings

7.Click the Preview or Print button to preview or print the report. Click the Configure tab to return to the report configuration page.

The Advance Billing Summary report function also provides you with flexibility to perform the following:

•Set up user-defined sort option

•Set up user-defined report layout

•Include notes in the printed report

•Export the report to various supported file formats

•Send the report as attachment to an email

•Include time and printed by information

•Drill-down on certain fields in the report:

oSales Order #

AccountMate displays the Sales Order document when you double-click the sales order number in the report.

oCustomer #

AccountMate displays the Customer Profile when you double-click the customer number in the report.

oSalesperson

AccountMate displays the Salesperson Profile when you double-click the salesperson number in the report.

oCurrency

AccountMate displays the Currency Profile when you double-click the currency code in the report.

Advance Billing Summary

Advance Billing Summary

See Also