Changes between Version 7 and Version 8 of ListOfFormsAndReports

Timestamp:

Mar 15, 2007, 4:12:02 PM (18 years ago)

Author:

gwajda

Comment:

--

ListOfFormsAndReports

@@ -1 +1 @@
 
 *************** This Page is Still Under Construction ***************
-
 '''FORMS'''
 
@@ -15 +14 @@
 *************** This Page is Still Under Construction ***************
 
-
-
 From the Customer dropdown selection choose: "Generate Proposals"
 
 Sales Agreement / Proposal / Quotation
 
+*************** This Page is Still Under Construction ***************
+Core/Web Client has (3) groups of modules: Customers, Vendors and Corporate.  The on-line reports are available over the internet.  Your level of CORE security permissions will determine which reports may be viewed.
+
+The following is a listing of all '''Reports''' that can be generated out of CORE/Web Portal:
+
+'''CUSTOMERS'''
+
+Customer Orders:
+Find Customer Order
+Daily Order Activity
+Find Customer Acknowledgment
+Purchased Not Acknowledged
+Receiving
+Daily Receipts
+Received Not Installed
+Delivered Not Invoiced
+
+Customers:
+Find Customers
+
+'''VENDORS'''
+
+Purchase Orders:
+Find Purchase Orders
+
+Vendors:
+Find Vendors
+
+'''CORPORATE'''
+
+Accounting:
+
+Accounts Receivable:
+Open Orders to Invoice
+Percent Complete
+Invoice Review
+Invoice Register
+Sales Journal
+Cash Receipts Journal
+Receivables Summary
+Receivables By Tax Code
+Daily Cash Receipts
+Tax Reports - Accrual
+Tax Reports - Cash
+Tax Reports - Cash Detail
+Open Customer Deposits
+
+Accounts Payables:
+Open Vendor deposits
+Open Vendor Invoices
+Outstanding Checks
+Estimated Lines
+A/P Aging Summary Reports
+A/P Aging details Report
+
+Inventory:
+Open WIP
+WIP by Order
+
+Financial Statements:
+General Ledger
+Account Detail Report
+Balance Sheet
+Income Statement
+Income Statement Summary
+
+Performance:
+sales
+Bookings by Date
+Unbilled Sales
+Sales - projections
+Profit Analysis - Salesperson
+Profit Analysis - Vendor
+Commissions Unpaid
+Commissions - Paid/Payable
+
+
+
+
+
 
 *************** This Page is Still Under Construction ***************