A/R Reports

On the report screen at Hub / Reports / Customer Reports or Accounting / Accounting Reports / A/R / Customers , choose Select  by Select Customers .  After setting Include  to Active  customers, select Tag All . Labels w...

The Discount Allocation report at Accounting Reports / Accounts Receivable / Sales displays the total discounts taken by Product and Department for the selected Customer(s) and Product(s). The report includes Invoices for which payments have been ...

From the Reports module select   Accounting Reports / A/R / Sales.   Select the Sales Analysis report. At the report main window, choose Filter. In the Salesperson  box, select the ID  of the salesperson for whom ...

The Product Rebate report can be filtered to only show restricted use products.  At Accounting Reports / Accounts Receivable / Sales / Product Rebate , select the Show Detail checkbox Select the date, invoice, or fiscal range for the r...

The Tonnage Tax method is the original method available in Agvance for reporting tonnage taxes and requires the Products that appear on the report be set up by selecting Setup on the report criteria screen at Accounting Reports / Accounts Receiva...

Sales Tax on Sales Register and Sales Tax Summary The Total Sales Tax from the Sales Register report is a calculated total of all of the sales tax listed on the report. The Taxes  collected from the Sales Tax Summary report is the sum of...

The Aged Balances style of Customer Balances reports at Accounting Reports / Accounts Receivable / A/R Status / Customer Balance will default in the Aging Configuration selection based on the aging configuration preference set on the A/R tab...

The WIP  column is the sum of the Extended Cost  of loaded Delivery Tickets , the sum of the Extended Cost of loaded Blend Tickets, and the sum of the Extended Cost of open PDOs. Note : The Delivery Ticket Extended Cost is calcu...

The Customer Credits report, found at  Accounting Reports / Accounts Receivable / A/R Status , displays customers with open Credit Invoices on the customer’s account. For customers with Credit Invoices, the  UAC  and  Regul...

                      The Combo Statement includes both Regular and Prepay activity on the same report. The many optional features allow flexibility in determining how the...

The  Use Aging Messages option is available on Balance Forward, Open Item, and Combo Statements. A user defined aging message can be set for each aging period. Setup Aging Messages are available in the  Report Criteria at  Account...

The Consolidated Sales Analysis report groups sales by Department Category and Product ID to show sales across Locations. An advantage of this report is it automatically includes Products with identical Product IDs and Department Categories when onl...

Tonnage Tax reports are required by most states to assess taxes on the tonnage of fertilizer sold. There has been a push, spearheaded by several universities and states, to standardize the reporting of tonnage tax information by fertilizer codes. To...

The Open Item Statement shows only invoices that are open at the time the statement is processed. A Due Date may be selected to only include Invoices that are due on or before that date. Invoice detail may optionally be included. This statement s...

The Customer Balances report, run as a text file, creates a tab-delimited file including Regular Balance, Prepay Balance, and Unapplied Cash Balance by Customer. Setup At  Accounting / Accounting Reports / A/R Status Reports select  Cus...

This report at Accounting Reports / Accounts Receivable / Sales displays information regarding discounts on Invoices and can be used to find net sales after discounts. It can be sorted Customer by Product , Product by Customer , or Farm and w...

The following items are currently written to the database and are available on a report called Customer Change Log found at Accounting Reports / Accounts Receivable / A/R Status : ***Customer Added ***Customer Address 1 ***Customer Address...

These reports use the cost on the product at the time the Invoice was saved. It will either be the Invoice Cost, Average Cost, Last Cost, Replacement Cost, or Estimated Average Cost, depending on the cost setup on the Inventory Department for that...

State auditors require a report with the following information: Dealer name Customer name EPA number Customer license expiration date Customer license number Amount of product sold. The amount can be summarized for the year. The report must...

The  If Paid By dates available on customer statements convey what the customer needs to pay by that date to stay current and it includes any Invoice with an available discount by that date.  This allows the customer to take full advantag...

The query below shows the county, rate, and total amount of tax applied on an Invoice for a specified fiscal month range. SELECT Invoice.County, Sum(InvSplit.Taxamount) AS SumOfTaxamount, InvSplit.TaxRate FROM (Invoice INNER JOIN InvLi ON (Invoi...

The Sales Analysis report with Roll Up Invoices checked is not rolling up products and prices for invoices created with the Print Method 2 – Roll-up Products and Prices option selected. The report’s product selection is limited by t...

Combo Statements may be sent to a Grower360 library from either Live data or a Play Database. CRM or Grower360 is not required to send statements to the Grower360 library. By performing the necessary setup to send Combo Statements to this library, w...

The Combo Statement is a versatile statement with many options providing flexibility in determining how the statement will look. See also Combo Statement Overview . Setup The Combo Statement is found at Accounting / Accounting Reports / Accounts...

For new customers, current statements do not meet company needs and federal guidelines for consumer statements. Setup Combo Statement Style Alternate 3 is available in the Statement Defaults section found at Accounting / Setup / Preferences /...