This report aims at presenting financial settlements, presenting bills settled and bills generated after renegotiation.
Enables demonstration of data filtered per range of settlements, clients, listing all bills comprising settlement (settled and generated), only bills settled or just bills generated.
At each settlement, the system presents the items that composed it (written-off or generated bills), even if any installment was paid or renegotiated. Therefore, keeping the link between the generated bill and the settlement that originated this bill.
Example:
- From bill "000001" 3 installments were generated in settlement number "X00001" (000002, 000003, 000004)
- From bill "000004" 2 installments were generated in settlement number "X00002" (000005, 000006, 000004)
This way, the bill "000004" it maintain relation with settlement "X00001", and it is listed among the components of settlement "X00001" and resettlement "X000002".
Upon entering Yes and Select Branch, you can select which branch is taken into account in the report. |
Procedures
To issue settlement report:
1. In the "Settlement" report issue window , click "Parameters".
The system displays the window with the parameters regarding the report.
2. Configure the parameters according to the field's help instructions.
3. Check the information and confirm.
4. Then click on each folder displayed in the report generation window to configure printing.
In these folders, it is possible to select the print type (to disk, through spool, etc.), define the fields in the file to be displayed in the report, create filters for generation, etc.
5. Check the configuration and confirm printing of the report.
See Also
Visão Geral
Import HTML Content
Conteúdo das Ferramentas
Tarefas