Associate reports

The following reports are available for associates.

Delivery notes

Delivery notes are printed for order lines with sales, hire and loan transaction types, with quantities > 0. The order type can be normal order, direct order or advance order.

Prerequisites

  • Select a delivery method for the associate in the Document delivery method field.
  • State a voucher series for delivery notes in the Company information table.
  • Make sure that the order lines in the document window are joined to associates via the customer number.

You can determine a minimum number of days between sending delivery notes to a customer, using the Delivery note interval field in the Associate table. In the related field, Last delivery note date, you find when the customer was last sent a delivery note. If you don't define an interval, the customer will be included in each printout if there are any order lines that qualify for printing in delivery notes.

You can choose which fields are included in the printout, for example:

  • Product no.
  • Description
  • Confirmed delivery date
  • Quantity

If the order line has been included in a delivery note before, the order line status is reflected in the Notification sent before field in the Order line table.

By default, only items with order line status Ready for delivery messages will be included in delivery notes. You can select to include all order lines in the Customer options field in the dialog, or exempt order lines from printing by selecting Processing > Processing method > Printing. Total lines are not printed in delivery notes.

You can print delivery notes from a document window that has the Order line table joined to the Order table with the Order no. field. You can define which orders you want to process by selecting or highlighting. Orders that have something that can be printed on the delivery note are indicted in the Order status dialog, under Ready for.

Printing the delivery note

  1. Select the Associate rows you want to include in the delivery note.
  2. In the context menu, select Send.
  3. Select Delivery notes for Type.
  4. Make settings in the dialog.
    Option Description
    Date

    If you want to, you can select a date that is different from today's date as the document date. The date is used as the invoice date. Business NXT also uses the date as a basis for calculating due dates for invoices unless you have defined a specific due date in an order.

    Note:
    When printing from preview mode, Business NXT suggests the same document date in the Order documents dialog as in preview mode.
    Advanced

    Form no.:

    Only if sent: Only order lines with Sent from supplier status are included.
    Form Select the form you want to use. The contents of the list depend on which document type you have selected. Business NXT remembers the form number you have chosen for a document window, and you can also save this together with the layout. See also: Report forms
    Printer

    Select which printer you want to use.

    Note:
    If the $Printer name field in the Printer setup table is blank, your default printer is suggested.
    Page setup

    Click to specify the page setup options for the print.
  5. Click the arrow next to the Print button, and then click the output selection you want.
The print dialog closes, and the printing starts.

Approval

When the delivery notes have been printed you are asked for approval.

When approved, the date in the Associate table for the printout of the last delivery note is updated. In the Order line status field, the Ready for delivery messages is deselected, and at the same time, Completed is selected.

If not approved, the value in the Delivery note series field in the Company information table is reset.

General notes

  1. Select the Associate rows you want to include in the general note.
  2. In the context menu, select Send.
  3. Select General notes for Type.
  4. Make settings in the dialog.
    Option Description
    Date

    If you want to, you can select a date that is different from today's date as the document date. The date is used as the invoice date. Business NXT also uses the date as a basis for calculating due dates for invoices unless you have defined a specific due date in an order.

    Note:
    When printing from preview mode, Business NXT suggests the same document date in the Order documents dialog as in preview mode.
    Advanced

    Form no.:

    All customers with open entries: Improves performance in databases with a very large number of customers. Only applicable for Interest method 3.

    Skip customers without open entries: Includes only customers with open entries.

    Balance per customer: Includes a balance line after each customer.

    Payment history: Includes a payment history of the entries. All payments in respect of the invoices are printed. This allows you to check the source of any difference between the original amount and the outstanding amount of the invoices. A minus/plus sign is displayed in the left margin for payments to make the payment lines easier to read.

    Voucher type in document language:
    Form Select the form you want to use. The contents of the list depend on which document type you have selected. Business NXT remembers the form number you have chosen for a document window, and you can also save this together with the layout. See also: Report forms
    Printer

    Select which printer you want to use.

    Note:
    If the $Printer name field in the Printer setup table is blank, your default printer is suggested.
    Page setup

    Click to specify the page setup options for the print.
  5. Click the arrow next to the Print button, and then click the output selection you want.

The print dialog closes, and the printing starts.

Interest notes

  1. Select the Associate rows you want to include in the interest note.
  2. In the context menu, select Send.
  3. Select Interest notes for Type.
  4. Make settings in the dialog.
    Option Description
    Date

    If you want to, you can select a date that is different from today's date as the document date. The date is used as the invoice date. Business NXT also uses the date as a basis for calculating due dates for invoices unless you have defined a specific due date in an order.

    Note:
    When printing from preview mode, Business NXT suggests the same document date in the Order documents dialog as in preview mode.
    Advanced

    (UpToDateFrom): The date is validated using the regional settings in Windows.

    Form no.:

    All customers with open entries: Improves performance in databases with a very large number of customers. Only applicable for Interest method 3.

    Payment history: Includes a payment history of the entries. All payments in respect of the invoices are printed. This allows you to check the source of any difference between the original amount and the outstanding amount of the invoices. A minus/plus sign is displayed in the left margin for payments to make the payment lines easier to read.

    Interest as product:

    Voucher type in document language:

    Finish entry which is less than interest note amount:

    Specify intervals:

    (PostInterest):

    (PostFee):

    Value date: The date is validated using the regional settings in Windows.

    (DirectUpdate):
    Form Select the form you want to use. The contents of the list depend on which document type you have selected. Business NXT remembers the form number you have chosen for a document window, and you can also save this together with the layout. See also: Report forms
    Printer

    Select which printer you want to use.

    Note:
    If the $Printer name field in the Printer setup table is blank, your default printer is suggested.
    Page setup

    Click to specify the page setup options for the print.
  5. Click the arrow next to the Print button, and then click the output selection you want.

The print dialog closes, and the printing starts.

Payment suggestion

  1. Select the Associate rows you want to include in the interest note.
  2. In the context menu, select Send.
  3. Select Payment suggestion for Type.
  4. Make settings in the dialog.
    Option Description
    Date

    If you want to, you can select a date that is different from today's date as the document date. The date is used as the invoice date. Business NXT also uses the date as a basis for calculating due dates for invoices unless you have defined a specific due date in an order.

    Note:
    When printing from preview mode, Business NXT suggests the same document date in the Order documents dialog as in preview mode.
    Advanced

    (UpToDateFrom): The date is validated using the regional settings in Windows.

    Form no.:

    All suppliers with open entries: Processes all suppliers with open entries.

    Skip suppliers without open entries: Prints only suppliers with open entries.

    Balance per supplier: Includes a balance line after each supplier.

    Payment history: Includes a payment history of the entries. All payments in respect of the invoices are printed. This allows you to check the source of any difference between the original amount and the outstanding amount of the invoices. A minus/plus sign is displayed in the left margin for payments to make the payment lines easier to read.

    Only suggestion:

    Max amount: If a maximum amount is entered (in the domestic currency), the payment suggestion is interrupted for the supplier when this limit is exceeded. In this case, the sort order of the suppliers in the Associates window decides which suppliers are paid, because it determines the print order.

    First cheque no.:

    Cheque no. from series:
    Form Select the form you want to use. The contents of the list depend on which document type you have selected. Business NXT remembers the form number you have chosen for a document window, and you can also save this together with the layout. See also: Report forms
    Printer

    Select which printer you want to use.

    Note:
    If the $Printer name field in the Printer setup table is blank, your default printer is suggested.
    Page setup

    Click to specify the page setup options for the print.
  5. Click the arrow next to the Print button, and then click the output selection you want.

The print dialog closes, and the printing starts.

Refund request

  1. Select the Associate rows you want to include in the general note.
  2. In the context menu, select Send.
  3. Select Refund request for Type.
  4. Make settings in the dialog.
    Option Description
    Date

    If you want to, you can select a date that is different from today's date as the document date. The date is used as the invoice date. Business NXT also uses the date as a basis for calculating due dates for invoices unless you have defined a specific due date in an order.

    Note:
    When printing from preview mode, Business NXT suggests the same document date in the Order documents dialog as in preview mode.
    Advanced

    Form no.:

    Form Select the form you want to use. The contents of the list depend on which document type you have selected. Business NXT remembers the form number you have chosen for a document window, and you can also save this together with the layout. See also: Report forms
    Printer

    Select which printer you want to use.

    Note:
    If the $Printer name field in the Printer setup table is blank, your default printer is suggested.
    Page setup

    Click to specify the page setup options for the print.
  5. Click the arrow next to the Print button, and then click the output selection you want.

The print dialog closes, and the printing starts.

Reminder/interest suggestion

  1. Select the Associate rows you want to include in the general note.
  2. In the context menu, select Send.
  3. Select Reminder/interest suggestion for Type.
  4. Make settings in the dialog.
    Option Description
    Date

    If you want to, you can select a date that is different from today's date as the document date. The date is used as the invoice date. Business NXT also uses the date as a basis for calculating due dates for invoices unless you have defined a specific due date in an order.

    Note:
    When printing from preview mode, Business NXT suggests the same document date in the Order documents dialog as in preview mode.
    Advanced

    (UpToDateFrom): The date is validated using the regional settings in Windows.

    Form no.:

    All customers with open entries: Improves performance in databases with a very large number of customers. Only applicable for Interest method 3.

    Skip customers without open entries: Includes only customers with open entries.

    Balance per customer: Includes a balance line after each customer.

    Payment history: Includes a payment history of the entries. All payments in respect of the invoices are printed. This allows you to check the source of any difference between the original amount and the outstanding amount of the invoices. A minus/plus sign is displayed in the left margin for payments to make the payment lines easier to read.

    Reminder suggestion:

    Interest suggestion:

    Only suggestion:

    Interest as product:

    Voucher type in document language:

    Show all customer entries:

    Finish entry which is less than interest note amount:

    Which reminders: Select which reminders to include:

    • 0 - All reminders
    • 1 - Initial reminders
    • 2 - Final reminder
    • 3 - Reminder no.

    From reminder no:

    To reminder no:
    Form Select the form you want to use. The contents of the list depend on which document type you have selected. Business NXT remembers the form number you have chosen for a document window, and you can also save this together with the layout. See also: Report forms
    Printer

    Select which printer you want to use.

    Note:
    If the $Printer name field in the Printer setup table is blank, your default printer is suggested.
    Page setup

    Click to specify the page setup options for the print.
  5. Click the arrow next to the Print button, and then click the output selection you want.

The print dialog closes, and the printing starts.

Reminders

  1. Select the Associate rows you want to include in the general note.
  2. In the context menu, select Send.
  3. Select Reminders for Type.
  4. Make settings in the dialog.
    Option Description
    Date

    If you want to, you can select a date that is different from today's date as the document date. The date is used as the invoice date. Business NXT also uses the date as a basis for calculating due dates for invoices unless you have defined a specific due date in an order.

    Note:
    When printing from preview mode, Business NXT suggests the same document date in the Order documents dialog as in preview mode.
    Advanced

    (UpToDateFrom): The date is validated using the regional settings in Windows.

    Form no.:

    All customers with open entries: Improves performance in databases with a very large number of customers. Only applicable for Interest method 3.

    Payment history: Includes a payment history of the entries. All payments in respect of the invoices are printed. This allows you to check the source of any difference between the original amount and the outstanding amount of the invoices. A minus/plus sign is displayed in the left margin for payments to make the payment lines easier to read.

    Voucher type in document language:

    Show all customer entries:

    Which reminders: Select which reminders to include:

    • 0 - All reminders
    • 1 - Initial reminders
    • 2 - Final reminder
    • 3 - Reminder no.

    From reminder no:

    To reminder no:

    (PostFee):

    (ValueDate): The date is validated using the regional settings in Windows.

    (DirectUpdate):
    Form Select the form you want to use. The contents of the list depend on which document type you have selected. Business NXT remembers the form number you have chosen for a document window, and you can also save this together with the layout. See also: Report forms
    Printer

    Select which printer you want to use.

    Note:
    If the $Printer name field in the Printer setup table is blank, your default printer is suggested.
    Page setup

    Click to specify the page setup options for the print.
  5. Click the arrow next to the Print button, and then click the output selection you want.

The print dialog closes, and the printing starts.