“Bills by Vendor Summary” / “Bills by Vendor Details” Reports

Reports List from the Menu:

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

Report “Bills by Vendor Summary”:

• Rules:
  • data is filtered by date and is grouped by Vendor;
• Filters:
  • Date From / To -> required date pickers for separated date;
  • Vendor Name -> dropdown List;
  • Store -> dropdown List;
  • “Exclude in Review” checkbox:
    • isn’t checked by default;
    • if the checkbox is checked -> in the Datagrid is displayed data without “In Review” Orders;
  • “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;
    • Vendor;
    • Total Bills;
    • Total Credits;
    • Total:
      • Total Bills – Total Credits;
    • Total Payments;
  • at the bottom of the Datagrid are displayed Total values:
    • Total Credits;
    • Total;
    • Total Payments;
  • After double click on the line -> the “Bills by Vendor 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 “Bills by Vendor Detail”:

• Rules:
  • data is sorted by Vendor then by order date;
• Filters:
  • Date From / To -> required date pickers for separated date;
  • Order # -> textbox;
  • Order Type -> dropdown List;
  • Vendor Name -> dropdown List;
  • Store -> dropdown List;
  • “Exclude in Review” checkbox:
    • isn’t checked by default;
    • if the checkbox is checked -> in the Datagrid is displayed data without “In Review” Orders;
  • “Search” button:
    • is always clickable;
    • after clicking on the button -> the Datagrid is filtered based on the selected filters;
• Datagrid:
  • contains next columns:
    • checkboxes;
    • Order Type;
    • Order Date;
    • Order Number;
    • Vendor;
    • Order Total;
    • Open Balance;
    • Store;
  • at the bottom of the Datagrid are displayed Total values:
    • Total Order Amounts;
    • Total Open 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 Bills by Vendor Summary Report:
    • if for user the checkbox is unchecked:
      • “Bills by Vendor Summary” Report is hidden from the Report Menu List form;
  • Can View Bills by Vendor Detail Report:
    • if for user the checkbox is unchecked:
      • “Bills by Vendor Detail” Report is hidden from the Report Menu List form.