I've setup payment types in AR to be used on OE invoices. The payment type is setup to print on OE invoices. Unfortunately, I dont seem to see a corresponding report that will show (at the end of the day) invoices generated for the various payment types.
Client wants a OE/Sales report that details invoices by payment type.

**I've checked to see if GView would allow me to create such a report, but I do not see the "Payment Type" Defined***

Is there a work-around?? (other than Crystal Reports)

I know it can be done as a Crystal report that installs within Adagio. On a single-ser system, Crystal Reports is not required.

The report I designed relies on naming the payment types: 1-cash, 1-chek, 2-VISA, 2-MsCd, 2-dbit where the codes starting with "1" represent items that should be in the cash drawer and those with 2 are for those items processed through the bank terminal. Each group is then subtotaled to make the cash-out easier.

Hello all,

Would adding a summary option at the end of the Invoice / Credit note audit reports normally printed as part of Dayend adequately solve the problem?

There would be summary totals by AR Payment type for payments recorded on Invoices.

Andrew,

YES PLEASE!. That would absolutely solve the problem.

The OE Invoice Audit List currently gives a sum of all payments that were applied to invoices. While I have that info printing on each individual invoice, there's no report that will give me that info.

If clients can see the sum of the various payment types applied to invoices on the OE Invoice Audit List report, that would wonderful.

Right now if I want to check seperate the daily deposit from credit card payments in OE I have manually do this.

That would help, but I think that a separate report might be better since, in some cases, the person doing the "cash-out" may not be the one running the day-end.

Hi Ralph,

Well, it would actually be printed on the invoice/credit note audit list, which can be printed independently of the dayend proces.

Andrew,

How soon can Adagio users expect this new feature?

Hello PwC,

It's under discussion for the next update to OrderEntry. I'm hoping this will ship before the end of March.