Factoring Customers' Contract History
This is a list of Contracts whose Invoices are to be sent to a third party (e.g. a parent company or a leasing company, known as the "Invoice To Customer"). These are Contracts whose Invoice To field on the
'Partners' card contains a value. The list is sorted by Invoice To Customer, making it easy to analyse who is being charged for your Contracts.
When printed to screen, this report has Hansa's Drill-down feature. Click on any Customer or Contract Number to open an individual Customer or Contract record.
- Period
- Paste Special
Reporting Periods setting, System module
- Enter the start and end dates of the report period. The default period is the first record entered in the Reporting Periods setting. Contracts whose Start Date falls in this period will be listed in the report.
- Contract No.
- Range Reporting
Numeric
- Specify the Contracts to be listed by entering a Contract Number, or range of Contract Numbers. Only those Contracts in the range whose Invoice To field on the 'Partners' card contains a value will be listed.
- Invoice To Customer
- Paste Special
Customers in Customer register
- Range Reporting Alpha
- Enter a Customer Number to print a list of Contracts whose Invoices are to be sent to that Customer (i.e. Contracts with that Customer entered to the Invoice To field on the 'Partners' card).
- Function
- Use these options to control the level of detail to be printed in the report.
- Overview
- This option produces a list of Contracts, showing for each the Invoice To Customer Number and Name, the Contract and Child Numbers, the 'nominal' Customer Number and Name, and the Cancel Date (if any).
- Detailed
- This option is similar to the Overview, but also shows the full Invoice Address of the Invoice To Customer and the Delivery Address from the 'Del' card of the Contract.
