View of all lines in customer documents.                                                                                                                                                                                                 

Module Description

The Sales Document Summary page allows you to view all sales lines broken down by document type.

On the page you can set filters on fields such as Customer No. or date.

Using the standard extraction function in Excel, it can be used as a database for any re-elaborations.

Functionality

The functionality is searchable from the menu:

When you open the page it appears blank.

At the top you will find any filters that can be set for the display:

• Document type: mandatory, choose here the type of documents to display
  
• Customer No.
• Item No.
• Variant code
• Outstanding Quantities Only: Usable only if Document Type = Order. Will only show order lines that have Outstanding Quantities > 0
• Date filter

Filters can be combined.

After setting any filters, you need to click on the Update action:

The system will then populate the rows using the filters set:

Every time you change a filter in the top section of the page, you need to relaunch the refresh of the page itself.

You can add more filters using the std function on the lines:

You can open the document you are currently positioned on using the “Show Document” function: