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Additional Transaction Reports

Article Number: 233 | Rating: Unrated | Last Updated: Mon, Jun 19, 2023 at 4:32 PM

Datafile Software

Additional Transaction Reports

The existing Sales and Purchase transaction report options allow facilities to list all transactions, or allow separate reports for each transaction type. New, in Release 6.1, are reporting options to list the turnover transactions (invoices, credits and invoice adjustments) on one report with a separate report for the banking transactions (payments plus payment adjustments) and an analysis listing report.

The additional transaction reports share the reporting settings of their ‘main’ equivalent report – so the turnover and analysis listing reports use the same print items as the invoice listing, the banking report uses the same print items as the payment listing. Each of the reports has their own OPTIONS settings for print formatting however.

Installation

The new reporting options will need to be added to the sales/purchase reports menu – usually the SLDAY.D03 or the PLDAY.D03. Sign on as the CONFIG user and amend the required application menu to add the new reports with the following parameters

Turnover Listing P-Program SL.EXE / PL.EXE Parameter 5211

Analysis Listing P-Program SL.EXE / PL.EXE Parameter 5212

Banking Listing P-Program SL.EXE / PL.EXE Parameter 5213

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