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Object documentationAnnual Sales List - Selection Criteria Locate this document in the navigation structure

 

Use this window to specify selection criteria for the Annual Sales List report.

To open the window, choose   Financials   Financial Reports   Accounting   Tax   Annual Sales List.  Alternatively, open it from the Reports module.

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

End of the note.
Selection Criteria
Selection Criteria Name

Specify the previously saved selection criteria you want to apply for the report, or press CTRL+A to specify new ones.

Date From...To...

Specify a date range for the report. By default, these fields display the start and end dates of the current fiscal year.

Document Date

Creates the report according to document, not posting date.

Declaration Type

Choose one of the following:

  • Original: Creates a report that contains all transactions in the specified period. If you approved a report made for specific selection criteria, and you use it again to run the report, the result will be the same as the approved report, even if new transactions have been added.

  • Substitute: Displays the same report as if you selected the Original option. If you approved the report and new transactions have been added, this option displays the approved report and the new transactions.

  • Complementary: Displays only new transactions that were added after a report was approved. If the report was not approved, a message saying No Data appears.

Customers

Opens the Customer Selection window where you can select the customers to include in the report.

Output

Codes and names of all tax codes relevant for the report. Deselect tax codes you want to exclude from the report. To deselect all, click the column header.

[Arrow Up/Down]

Determines the order of appearance of the tax codes in the report display and print layout.

More Information

Customer Selection