Reports
To set up Automated Reports on Prima, you need to log into Administration and go to Automation and click into Automated Report Setup and click Add Automat...
Wed, Aug 14, 2019 at 11:45 AM
Invoice Lines (Spreadsheet) Data Source Posted Invoice and Credit data at the product code level Example Usage Providing customers with invoice line l...
Wed, Jul 14, 2021 at 7:00 PM
Nett = total sell price before tax Landed cost = total cost incl overheads Landed Profit = total sell price before tax – total landed cost Nett Margin = ...
Thu, Jan 9, 2020 at 12:54 PM
Sending reports to contacts on an automated basis can be done with the Auto Report feature. To schedule an automailer: TABLE OF CONTENTS To schedu...
Fri, Jan 8, 2021 at 5:51 PM
If there are differences in ordered/invoiced values between reports, check: 1. Are all sales invoices in posted status - if they are in outstanding or c...
Wed, Jun 30, 2021 at 3:48 PM
Error showing Exception has been thrown by the target of an invocation when trying to complete a customer review. This means that there is no data to d...
Fri, Sep 24, 2021 at 1:18 PM
Sales Quote Cust Ref – SQ Customer Ref (summary tab) Line Notes – SQ Line notes (Line tab) Sales Order Cust Ref – SO Customer Ref (summary tab...
Tue, Mar 12, 2024 at 12:11 PM
How to use and navigate the advanced reports lookup The advance report tab will start as blank, as nothing has been searched. From here you select the r...
Thu, Mar 21, 2024 at 5:30 PM