Customer – Partner Report

Customer – Partner Report was developed to support accounting and sales department in order to obtain a complete and detailed image about all the transactions registered for each customer.

How to run Customer – Partner Report for a certain date filter

  1. Run Customer – Partner Report from ARGGO Localization/ Customer or by searching in the Search tab for Customer – Partner Report.
  2. Fill in the mandatory Date filter field in the Customer tab – the date interval you want to run the report.
  3. Fill in other filters like:
  • No. (Customer tab) – select the customer no in order to show the records only for certain customers;
  • Customer Posting Group (Customer tab) - in order to show records only for certain groups of customers.
  1. Check options:
  • Show Amounts in LCY – the report calculates and shows all amounts in LCY;
  • New Page per Customer – the report will generate a new page for each customer;
  • Include Customers That Have Balance Only – customers that have balance with 0 amount, are not displayed in the report.
Note

Customer – Partner Report can be obtained in local currency or in foreign currency. Transactions are displayed in chronological order, according to document date. For each customer the report calculates and displays initial balance, total movements during period and final balance.