Reports
A report is a document created to communicate essential information. You can create reports for various documents, including sales, purchase, transfer, and manufacturing documents. Here’s the complete list of reports:
| Report ID | Report | Description |
|---|---|---|
| 60100 | Sales Order Confirmation | The Sales Order Confirmation report is a concise document that verifies and provides a summary of the sales order, assuring the customer that the order has been received and will be processed. |
| 60101 | Sales Invoice | The Sales Invoice report is a generated document that provides a comprehensive overview of sales transactions and a record of invoiced sales. |
| 60102 | Sales Shipment Note | The Sales Shipment report provides detailed information about the shipments made for sales orders. It provides a summary of the items shipped, their quantities, and other relevant details. |
| 60103 | Sales CMR | The Sales CMR report is a confirmation of the products that will be received by the carrier. It includes essential information about the names and addresses of the sender and recipient, details of the goods being transported, and the terms and conditions of the contract. |
| 60104 | Sales Quote | The Sales Quote report offers an overview of a sales quote, customized to provide the customers with information about the offered products, pricing, and billing details. |
| 60105 | Sales Pro Forma Invoice | The Sales Pro Forma Invoice report provides a preview or draft of a sales invoice before it is finalized. It is commonly used in businesses that require prepayment or advance payment before goods or services are delivered. |
| 60106 | Sales Return Order | The Sales Return Order report is a document that provides information about sales returns or product refunds. It includes essential details such as the customer’s information, the items being returned, quantities, and any associated costs. It helps to track and manage the return process efficiently. |
| 60107 | Sales Blanket Order | The Sales Blanket Order report helps manage and track blanket orders effectively. It provides a summary or detailed view of the blanket order, which includes customer details, item descriptions, quantities, and pricing details. |
| 60108 | Sales Credit Memo | The Sales Credit Memo report records a reduced amount owed by a customer for various reasons, such as product returns, price adjustments, or other billing adjustments. It provides a summary or detailed view of the issued credit memos, including essential information such as the customer’s details, item descriptions, quantities, prices, and any applicable taxes or fees. |
| 60109, 60110 | Sales Bill of Lading | The Sales Bill of Lading report provides information about the shipment of goods to customers. It provides a detailed view of the bill of lading, including important information such as the customer’s details, item descriptions, quantities, shipping instructions, and any associated charges. |
| 60115 | Transfer CMR | The CMR (Transfer) report shows address data for the location from/to which the items are shipped, information regarding the shipping agent, and data about the shipped items. |
| 60116 | Purchase Return Order | The Purchase Return Order report provides an overview of a purchase returns or refunds, including supplier details, returned items quantities, and associated costs. |
| 60117 | Purchase Credit Memo | The Purchase Credit Memo reports records a credited amount back to a customer due to various reason, such as returned goods, damaged goods, or overpayment. It provides a summary or detailed view of the issued credit memos, including essential information such as the vendor’s details, item descriptions, quantities, prices, and any applicable taxes or fees. |
| 60118 | Purchase Invoice | The Purchase Invoice report provides an overview of the purchase transactions and a record of invoiced purchases. |
| 60119 | Purchase Quote | The Purchase Quote report provides an overview of a customized purchase quote, with product, pricing, and procurement information. |
| 60120 | Transfer Order (Shipment) | The Transfer Order (Shipment) report is a document that provides information about the transfer of goods between different locations or warehouses. |
| 60122 | Purchase Order | The Purchase Order report provides a comprehensive overview of purchase orders issued by a company to its suppliers. |
| 60130 | Production Order | The Production Order report allows production and business professionals to get insights about a production order. The batch-related values are inherited from the Aptean Process Manufacturing extension. These values aren’t visible in the report when the extension is not installed. |
| 60135 | Blanket Purchase Order | The Blanket Purchase Order report provides information on effective management and tracking of blanket purchase orders, offering vendor, item, quantity, and pricing summaries. |
| 60132, 60133 | Transport Order | The Transport Order report tracks and manages the movement of items from one location to another. Note that 60133 can be used only if Trip No. feature is enabled. |
| 60111 | Trade Accrual Summary | The Trade Accrual Summary report tracks the actual costs and profits of the trade based on its accrual type. These records are inherited from the Trade Management extension. |
| 60112 | Trade Statement Summary | The Trade Statement Summary report provides a summary of the trade transactions between trade partners. |
| 60113 | Trade Statement Detailed | The Trade Statement Detailed report provides a detailed breakdown of the trade transactions and financial interactions between trade partners over a period. |