Chart Invoices by State

When you Add or Edit the Chart of Invoice by State, you can set the following parameters/filters.

1) Chart Template: In the combo, select the chart Invoices by State.

2) Chart Title: Enter a title for the Chart.

3) Status: Enabled.

4) Chart Help: Use this feature to enter the help to be displayed upon clicking the Chart Title.

5) Chart Type: Bar.

6) Initial Issue Date (*).

7) Final Issue Date (*).

8) Invoice Type (*): select the Invoice Types to be taken into account when assembling the chart. For filtering, the chart uses field D2_TIPO.

9) State (*): select the States to be taken into account when assembling the chart. For filtering, the chart uses field D2_EST.

10) Product Groups (*): select the Product Groups to be taken into account when assembling the chart. For filtering, the chart uses field D2_GRUPO.

11) Transaction Nature (*): select the Transaction Natures to be taken into account when assembling the chart. For filtering, the chart uses field D2_CF.

12) Sales Reps: select the Sales Reps to be taken into account when assembling the chart. For filtering, the chart uses field F2_VEND1 or A1_VEND, depending on the selection made in the next parameter Use Sales Rep.

13) Use Sales Rep → options: Order or Customer. In default option Order, the chart uses field F2_VEND1; in option Customer, field A1_VEND is taken into account.

14) Invoice of Transfer between Branches → options: Consider or Disregard. In option Disregard, the chart only displays Invoices that have TIOs not of transfer between branches (that is , it only displays Invoices with field F4_TRANFIL equal to 2 - No). The default option is Consider, which does not use this TIO filter.

15) Only Invoices that Generate Financials → options: Yes or No. In option Yes, the chart only displays Invoices that have TIOs that generate trade bills (that is , it only displays Invoices with field F4_DUPLIC equal to S - Yes). The default option is No, which does not use this TIO filter.

(*) Required Parameters

To Add a new Chart of Invoices by State:

1) Access the menu Manage Charts.

2) Click Add.

3) Fill out the fields displayed as needed (check the settings available in the previous item Chart Parameters/Filters of this document).

4) Click Save to finish the operation:

To Edit a Chart:

1) Click the menu Manage Charts

2) Find the chart Invoices by State and click Edit ();

3) Edit the data as needed (check the settings available in the previous item Chart Parameters/Filters of this document).

4) Click Save to finish the operation:

To Delete the Chart:

1) Click the menu Manage Charts.

2) Find the chart Invoices by State and click Delete  ().

3) Click Confirm to finish the operation:

To Add the Chart to the View and display it on the Home in the selected View:

1) Click the menu Manage Views.

2) Find the View you want and click Edit  ().

3) In field Charts, select the Chart Invoices by State.

4) Click Save to finish the operation:

When you click chart Details, a modal opens, displaying a list with the Invoices of the period set when the Chart was Added or Edited.

When you click Load More Results, the tool will always load a list with a gap every 10 items.

Filters

Details may have two types of Filter:

• • Quick Search: By Invoice.
  • Advanced Search: in which you can filter information by: Invoice, Series, Customer, Store, Issue and/or State.

Export

Click Export to export Details to Excel. Two options are displayed:

• • Full Data: export all data with all Invoice records considered when assembling the chart.
  • Only Displayed Data: export only the data displayed on the Details screen.