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Report
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Description
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Customer Invoice Print (27.1.1.4)
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Lets you print customer invoices created directly in Customer Invoice Create.
The report shows invoice and tax details, and can be sent to the customer for payment.
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Customer Payment Selection Report (27.6.6.4)
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Lists the status of customer payment selections that match the selection criteria. The report includes the payment selection number, payment instrument, business relation, payment status, creation and due dates, and amounts in BC and TC.
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Customer Open Item Report (27.17.1)
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Lists the outstanding open items on a specified date for the selected customers. The report groups open items by type (invoice, credit note, prepayment, and adjustment).
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Customer Account Activity (27.17.3)
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Lists all activity on a customer account during the selected period.
The report does not show open or closed items—only transactions as they happened. The original full invoice amount is displayed, and the report can be displayed with or without an opening balance.
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Customer Account Summary (27.17.4)
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A summary of the debit and credit transactions (one line per customer) for the selected period. Also displays the balance before the selected period.
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Customer Turnover (27.17.5)
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Lists customer activity over a given period. The report shows the amount to which the percentage turnover credit check must be applied. The Customer Turnover includes sales orders and invoices from all entities.
The report includes a Detail Level field that lets you specify the level of detail to include in the report. The options are Currency, Customer, GL Period, and Year.
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Customer Aging Analysis Current (27.17.6)
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Lists all current outstanding open items, such as invoices and drafts. The report output is divided between items that are not yet due and items that are past due (one month, two months, three months, and more than four months).
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Customer Aging Analysis History (27.17.7)
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Lists overdue items by type, and the amount overdue. The report categorizes items by the amount of time by which they are overdue (one month, two months, three months, and more than four months).
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Customer Aging Analysis by Group Current (27.17.8)
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Groups aging analysis data by sub-account, sales account GL profile, or project.
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Customer Aging Analysis by Group History (27.17.9)
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Groups the data generated in Aging Analysis historically by sub-account, sales account GL profile, project.
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Reminder Letter (27.17.10)
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Generates a letter to send to selected customers regarding their open invoices. The address details of the headoffice address of the business relation associated with the specified Header Entity print at the top of the letter.
When running the report, you can specify entities from domains that have the same customer shared set as the current entity.
This letter is described in more detail in Reminding Customers of Outstanding Balances.
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Customer Reminder Overview (27.17.11)
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Provides a list for the credit management department to use for follow-up on open invoices with a reminder level greater than 0 (zero). Open credit notes and prepayments are always included.
Lists the reminder level, reminder date, due dates, and original and current balance for each selected customer open item. The customer contact details are derived from the primary contact defined for the Reminder address of the business relation associated with the customer.
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Customer Report (27.17.12)
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Provides a summary of customer details, including the customer code, business relation, address, tax details, credit details, banking details, and control account details.
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Customer List (27.17.13)
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Lists the customers that match the selection criteria. A line of information is printed for each customer, including the customer code, business relation, federal tax ID, profile codes, credit terms, and customer type.
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Customer Open Items Basic (27.17.15)
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Lists open items by customer, currency, customer control account, sales account GL profile, salesperson, and sub-account.
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Customer Credit Overview (27.17.18)
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Lists the customer credit situation regarding your organization, including the customer’s open balance, credit terms, credit limit, high credit, last payment, credit rating, highest reminder level.
• Customer Type.
• Over Credit Limit Only (Yes/No). Select Yes to show only customers that have an open balance greater than their credit limit.
All amount display in the customer’s default currency.
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Customer Statement of Account (27.17.19)
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Lists open items as of a certain date (default is today) in all selected entities, grouped by currency and open item type with subtotals. Indicates the open item due date and if it is overdue. One document is generated for each customer. The Header Entity field determines the address for your company printed on the statement.
Only data for customers with Statement Cycle enabled that meets other selection criteria is included.
Enter a Statement Cycle to include only customers with a matching cycle.
When running the report, you can specify entities from domains that have the same customer shared set as the current entity.
For more details, see Reminding Customers of Outstanding Balances.
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Invoice History Report (7.13.8)
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Generates a report on invoicing activity.
Use the Invoice History Report to view correction invoices by setting Print Corr Inv to Yes.
For consolidated invoices, the report displays the tax details of the consolidated invoice, and not the tax for each sales order or purchase order.
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