Order Management System. What's new
← Version 1.36.50.0

“Customer Balance Summary” / “Customer Balance Details” Reports

Reports List from the Menu:

  • were added the next Reports to the List:
    • Customer Balance Summary;
    • Customer Balance Details;
  • after clicking on the reports -> corresponding forms of Reports are opened.

Report “Sales by Rep Summary”:

  • Rules:
    • data is filtered by date and is grouped by Customer;
    • the List of all Customers in the System is displayed;
    • If the Customers have Parents / Childs Customers -> Customers are displayed in the hierarchy as in the Customer List;
  • Filters:
    • Customer -> dropdown List;
    • Sales Rep -> dropdown List;
    • “Open Balance only”  checkbox:
      • is checked by default;
      • if the checkbox is checked -> in the Datagrid are hidden Customers with Open Balance = 0;
  • Datagrid:
    • were added next columns:
      • checkboxes;
      • Customer Name;
      • Sales Rep;
      • Open Balance:
        • is taken from Customer Center -> Open tab;
    • Total -> is displayed under datagrid:
      • Total = sum(Open Balance);
      • after double click on the customer row -> the “Customer Balance Detail” Report is opened;
  • “Export to Excel” button:
    • after clicking on the button the excel is downloaded with data from datagrid;
    • if some lines are checked -> are downloaded only checked lines;
    • if no one line is checked -> are downloaded all lines from datagrid;
  • was added column selector.

Report “Customer Balance Detail”:

  • Rules:
    • the List of Customer Balance based on the Customer Transactions is displayed;
    • data is sorted by Customer then by order date;
  • Filters:
    • Date From / To -> required date pickers for separated date;
    • Customer -> dropdown List;
    • Sales Rep -> dropdown List;
    • “Open Balance only”  checkbox:
      • is checked by default;
      • if the checkbox is checked -> in the Datagrid are hidden Customers with Open Balance = 0;
  • Datagrid:
    • contains next columns:
      • checkboxes;
      • Customer;
      • Sales Rep;
      • Order Type;
      • Order Date;
      • Order Number;
      • Order Total;
      • Customer Balance;
  • At the bottom are displayed next Totals:
    • Total Amount -> the sum of Order Total Amounts;
    • Total Open Balance -> the sum of Customer Balances;
  • “Export to Excel” button:
    • after clicking on the button the excel is downloaded with data from datagrid;
    • if some lines are checked -> are downloaded only checked lines;
    • if no one line is checked -> are downloaded all lines from datagrid;
  • was added column selector.

OMS Web -> Settings -> Permission:

  • were added new permissions to Reports tab -> Reports List:
    • Can View Customer Balance Summary Report:
      • if for user the checkbox is unchecked:
        • “Customer Balance Summary” Report is hidden from the Report Menu List form;
    • Can View Customer Balance Detail Report:
      • if for user the checkbox is unchecked:
        • “Customer Balance Detail” Report is hidden from the Report Menu List form.