Wish list: Summary Reports

  • 1
  • Idea
  • Updated 4 years ago
  • Planned
Archived and Closed

This conversation is no longer open for comments or replies and is no longer visible to community members. The community moderator provided the following reason for archiving: Old

It would seem important to have a summary report for all invoices sent and delivered for AR reconciliation. In webforms I can get to all invoice type documents but the result screen does not show invoice amounts. What I would want to see is PO number, Invoice Date, Invoice amount, and Invoice number. I understand development monitors this conversation so I am posting this in the effort to improve the system as a whole.
Photo of Evan Elgin

Evan Elgin

  • 80 Points 75 badge 2x thumb
  • frustration

Posted 5 years ago

  • 1
Photo of Paul

Paul, Alum

  • 5,714 Points 5k badge 2x thumb
Hi Evan,

I will definitely make sure we get this to one of the product managers to review.  I think it is a great idea and I can see where that would be really beneficial.  I did have an idea of something you could try in the interim.
  • One thing you could do is do a search for those invoices.  That would allow you to choose the specific time-frame, trading partner, etc.  
  • Next, you could select all of those documents in the status column (use the select all at the bottom).
  • Then, go to "Select an Action" near the bottom of the screen and choose download documents.
  • What this should do (once it is completely downloaded) is give you the option for a consolidated download (so they are all on one file).  This will compile the documents into an excel file.

Since most invoices contain the information you are looking for (PO number, Invoice Date, Amount, etc) you should be able to see all of these numbers in one place.  Again, I will definitely get this to product management, but hopefully this can serve as a temporary solution.

Photo of Evan Elgin

Evan Elgin

  • 80 Points 75 badge 2x thumb

Hi I tried the process, and it resulted in 218 documents which took several minutes to download them all. At the end it did show the consolidated document request, I clicked on it and nothing happened until eventually it timed out and I got an IE error. I also tried several other approaches such as open in new window where it resulted in an invalid request, the requested resource is unavailable at this time. Other solutions are welcome.

Photo of Lisa Sacquitne

Lisa Sacquitne, Product Manager

  • 2,358 Points 2k badge 2x thumb
Hi Evan, This in addition to expanded search/reporting capability across the board is absolutely something that we are considering as an important enhancement as we begin building out requirements of our next generation of WebForms. Please stay tuned for updates!
Photo of Heidi Topham

Heidi Topham

  • 60 Points

Is there an update on this?  I would like to see the same thing so I can compare the EDI invoiced totals by vendor to the amount I show invoiced in my accounting records. 

Photo of Lisa Sacquitne

Lisa Sacquitne, Product Manager

  • 2,358 Points 2k badge 2x thumb
Hi Heidi, We are making great progress on our next gen Fullfillment product and this is something that will be inherently available once it is ready for general availability. Keep an eye out for SPS announcements as to when!

This conversation is no longer open for comments or replies.