Order Management System. What's new
← Version 1.37.25.0

“Quick Books Vendor Report / Quick Books Customer Report” List forms

Reports List from the Menu:

  • were added the next Reports to the List:
    • Quick Books Vendor Report;
    • Quick Books Customer Report;
  • after clicking on the reports -> corresponding forms of Reports are opened.

Report “Quick Books Vendor”:

  • Rules:
    • in the Datagrid are displayed all Orders of Vendor Group, which are synced in the system;
    • data is sorted by Vendor then by order date and then by order type;
  • Filters:
    • Date From / To -> required date pickers for separated date;
    • Order # -> textbox;
    • Document Type -> dropdown List;
    • Vendor Name -> dropdown List;
    • “View not Synced” checkbox:
      • isn’t checked by default;
      • if the checkbox is checked -> in the Datagrid are displayed only not synced Documents;
    • “Search” button:
      • is always clickable;
      • after clicking on the button -> the Datagrid is filtered based on the selected filters;
  • Datagrid:
    • were added next columns:
      • Document Type;
      • Order #;
      • Vendor;
      • Order Date;
      • Amount;
      • Update Date;
      • Sync Status;
  • “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 “Quick Books Customer”:

  • Rules:
    • in the Datagrid are displayed all Orders of Customer Group, which are synced in the system;
    • data is sorted by Customer then by order date and then by order type;
  • Filters:
    • Date From / To -> required date pickers for separated date;
    • Order # -> textbox;
    • Document Type -> dropdown List;
    • Customer Name -> dropdown List;
    • “View not Synced” checkbox:
      • isn’t checked by default;
      • if the checkbox is checked -> in the Datagrid are displayed only not synced Documents;
    • “Search” button:
      • is always clickable;
      • after clicking on the button -> the Datagrid is filtered based on the selected filters;
  • Datagrid:
    • were added next columns:
      • Document Type;
      • Order #;
      • Customer;
      • Order Date;
      • Amount;
      • Update Date;
      • Sync Status;
  • “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 Quick Books Customer Report:
      • if for user the checkbox is unchecked:
        • “Quick Books Customer” Report is hidden from the Report Menu List form;
    • Can View Quick Books Vendor Report:
      • if for user the checkbox is unchecked:
        • “Quick Books Vendor” Report is hidden from the Report Menu List form.