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Views

Sales

Data ModelView
Invoice Analysis
  • Invoice by Customer
  • Invoice by Product
  • Sales Analysis Comparison
  • Invoice by Sales Rep
  • Invoice Analysis without Valuation
Deliveries
  • Deliveries by Customer
  • Deliveries by Product
  • Deliveries Follow-up
  • Stock Delivery by Day
  • Stock Delivery Weekly Load
  • Stock Preparation by Day
  • Stock Preparation Weekly Load
  • Remains to be delivered / Customer Late & Expected
Orders
  • Company Dynamic Label
  • Most Expensive Categories
  • Most Expensive Products
  • Orders by Customer
  • Orders by Status
  • Order - Delivery - Return
  • Orders Follow-up by Company
  • Orders vs Deliveries
  • Open Order by customer
  • Monthly order amount by invoice status (running total line)
  • Order Amounts by Invoice Status (worksheet)
  • Open Orders Delayed
  • Average Amount Order / Customer
Returns
  • Returns by Customer
  • Returns by Product
  • Returns by Reason
  • Customer Average Payment Days
  • Customer Average Payment Days Amounts
  • Average Payment Days
  • Invoice Analysis with Kit Margin Calculation
  • Invoice Analysis (with Kit Margins)
  • Invoice Analysis without Valuation (with Kit Margins)

Common Data

Data ModelView
Addresses
  • Addresses by Entity
  • Addresses Delivery Details
Business Partners
  • Business Partner Locations
  • Customer Categories
  • Supplier Categories
Products
  • Items by Category
  • Items by Line
  • Global Currency Rates (Consolidation)
  • Global Currency Rates

Finance

Data ModelView
GL Transaction Details
  • with Year-end Simulation
  • Sim.
  • Sim. DB
  • by Account (Global Currency)
  • with Year-end Simulation & Pyramid
  • with Sim. & Pyramid
  • (X3 v7 and up)
  • Trial Balance
  • Transaction Details
  • Posting detail by customer
  • Posting by Department
  • Posting by Product Lines
  • Posting by site
  • with Account Pyramid
  • with Pyramid
AP/AR Current Aging
  • Current Aging Transaction Currency
  • Current Aging Ledger Currency
  • Current Aging Global Currency
  • Historical Aging
  • Historical Aging Transaction Currency
  • Historical Aging Ledger Currency
  • Historical Aging Global Currency
Budget
  • Entry
  • View
  • Entry Expense
  • Analysis (v11+)
  • Analysis (v7-v10)
Chart of Accounts
  • Chart of Accounts
  • Finance with balances
Liquidity Ratio
  • with Operating Income
Monthly Income
  • over time
AP/AR
  • Fixed Asset
FAS-Depreciation provisions
  • (Fiscal Year)
  • Depreciation Plan (Fiscal Year) Company
  • Depreciation Plan (Fiscal Year) - Analytical Monitoring
  • Monitoring (Periods)
  • Plans (Periods) by Company
  • Plans (Periods) - Analytical Monitoring
  • FAS-Expenses Monitoring
  • Real Estate Expenses by Company
  • Real Estate Expenses - Analytical Monitoring
  • Real Estate Expenses by Company (Chart)
  • Real Estate Expenses - Analytical Monitoring (Chart)
Old
  • Customer Aging Balance (v7+)
  • Current Receivables by Age
  • Overdue Receivables by Age
  • Top 10 Overdue AR
  • Top 10 Current AR
  • Aging Balance (by Invoice Date)
  • Amount vs Credit limit by Stat Group
  • Top 5 Payment Methods
  • Customer with Overdue AR
  • Customers with Overdue AR
  • List of Invoices by Age
  • Due Amount by Site
  • Account Payable
  • Current Aging
  • Top 10 Current AP by Supplier
  • Overdue vs Current Amount by Month
  • Total Amount by Supplier
  • Overdue Aging
  • Top 10 Overdue AP by Supplier

CRM

Data ModelView
Task
  • Task
  • Task by Customer Chart
  • Task Quantity by Customer