“Daily Payment Summary” Report

Reports List from the Menu:

• was added the new Report to the List:
  • Daily Payment Summary;
• after clicking on the report -> corresponding form of Report is opened.

“Daily Payment Summary” Report List form:

• Rules:
  • is displayed the List of Payments sorted by the date;
• Filters:
  • Date From / To -> required date pickers for separated date;
  • Customer -> dropdown List;
  • Sales Rep -> dropdown List;
  • Customer Type -> 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;
    • Date;
    • Total Payments:
  • At the bottom are displayed Total Payments total value;
• “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:

• was added new permission to Reports tab -> Reports List:
  • Can View Daily Payment Summary Report:
    • if for user the checkbox is unchecked:
      • “Daily Payment Summary” Report is hidden from the Report Menu List form.