Unposted Invoice Product Analysis by Product Code

The Unposted Invoice by Product page is designed to assist businesses in maintaining financial transparency and streamlining their invoicing processes. It presents a detailed breakdown of unposted invoices, categorizing them based on the associated products. This categorization enables businesses to easily identify and manage pending invoices related to specific products or product groups.

For each product, the page provides essential information such as the product code, product name, quantity, and amount associated with the unposted invoices. This level of detail allows businesses to assess the financial impact of pending invoices for each product, aiding in accurate inventory management, financial planning, and decision-making processes.

By accessing the Unposted Invoice by Product report, businesses gain valuable insights into their outstanding invoices, helping them prioritize and address pending payments effectively. It serves as a centralized hub for managing and monitoring unposted invoices, ensuring that no invoices are overlooked or left unprocessed.

Step 1: Filtering options to customize the report's parameters.

• Sale Order Ship Date: Specify the date range to narrow down the report results based on when the sales orders were shipped.

• Show Gross Profit: By enabling this option, the report will include the gross profit information for each product. The gross profit represents the difference between the revenue generated from sales orders and the associated cost of goods sold.

• Report Format: Choose between PDF or Excel format for the report output.

Step 2: Click the "Run Report" button

• Locate the "Run Report" button and click on it.

• This triggers the system to process and generate the report based on the provided criteria.

Step 3: Wait for the report to generate

• Depending on the volume of data and complexity of the report, it may take some time for the system to process and generate the report.

• Please be patient while the system completes this task.

Step 4: Review the report

• Once the report is generated, it will be displayed on the screen.

• Carefully review the report, focusing on the information about the number of each column and rows.

Step 5: Save or export the report

• If needed, save or export the report for future reference or to share it with others within your organization.

• This ensures that you retain the data and can access it whenever necessary.

By following these steps, you can generate the Report and leverage its insights to make informed decisions regarding product analysis management.