Prima Edge Inc

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...

Invoice Lines (Spreadsheet) Data Source  Posted Invoice and Credit data at the product code level Example Usage Providing customers with invoice line l...

Nett = total sell price before tax Landed cost = total cost incl overheads Landed Profit = total sell price before tax – total landed cost Nett Margin = ...

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...

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...

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...

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...

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...

Go to reports in Prima and search for ALL and ANALYSIS. You are then looking for a file with the format Analysis2. Once you have found the Analysis2 r...