Order Management System. What's new
← Version 1.36.52.2

“Payments by Customer Summary” / “Payments by Customer Details” Reports

Reports List from the Menu:

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

Report “Payments by Customer Summary”:

  • Rules:
    • data is filtered by date and is grouped by Customer;
    • If the Sales Rep Customers have Parents / Childs Customers -> data is displayed in the hierarchy as on the Customer List;
  • Filters:
    • Date From / To -> required date pickers for separated date;
    • Customer Name -> dropdown List;
    • Store -> dropdown List;
    • “Search” button:
      • is always clickable;
      • after clicking on the button -> the Datagrid is filtered based on the selected filters;
  • Datagrid:
    • were added next columns:
      • checkboxes;
      • Customer;
      • Total Payments;
    • at the bottom of the Datagrid is displayed Total value:
      • Total = Sum (“Total Payments”);
  • After double click on the item row -> the “Payments by Customer Details” 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 “Payments by Customer Detail”:

  • Rules:
    • data is sorted by Customer then by order date and then by payment number;
    • If the Rep Customers have Parents / Childs Customers -> they are displayed in the Datagrid;
  • Filters:
    • Date From / To -> required date pickers for separated date;
    • Customer Name -> dropdown List;
    • Store -> dropdown List;
    • “Search” button:
      • is always clickable;
      • after clicking on the button -> the Datagrid is filtered based on the selected filters;
  • Datagrid:
    • contains next columns:
      • checkbox;
      • Date -> Date of Payment;
      • Payment Number;
      • Amount -> from Payment;
      • Customer;
      • Store;
    • at the bottom of the Datagrid is displayed Total value:
      • Total = sum (Amount column);
  • “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 Payments by Customer Summary Report:
      • if for user the checkbox is unchecked:
        • “Payments by Customer Summary” Report is hidden from the Report Menu List form;
    • Can View Payments by Customer Detail Report:
      • if for user the checkbox is unchecked:
        • “Payments by Customer Detail” Report is hidden from the Report Menu List form.