Sales invoices history by item (SO40104S)

This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

Note

This inquiry is based on sales invoice lines that have a connection to a sales order.

The top part

Item ID: Select the item you want to view the invoice history for.
Item class: The item class of the items to be included in the report. Leave the field blank to include requests for items of multiple classes.
Subaccount: The subaccount for which you want to view information for the item.
Customer: The customer that has ordered the goods or services.
Customer class: The class of the customers to be included in the report.
Salesperson: The salesperson for which you want to view information. Leave the field blank to view information on all salespersons.
Group by salesperson: Groups the lines of the table per salesperson.
From period: The first financial period for the date range the inquiry will cover.
To period: The last period for the date range the inquiry will cover.
Start date: The starting date in the date range for which you want to display the history of sales.
End date: The ending date in the date range for which you want to display the history of sales.

Salesperson: The salesperson associated with the sale.
Item ID: The sold stock or non-stock item, by its item ID.
Item description: The description provided for the item.
Quantity: The total ordered quantity of the item.
Cost of goods sold: The accumulated COGS balance from the sales order lines for the item.
Sales: The accumulated sales balance from the sales order lines for the item.
Profit: The profit for the sold item (calculated: Sales - COGS).
Margin: The margin for the sold item (calculated: profit as percentage of Sales).