Case Studies
1. Suppliers list
Select all required suppliers data
Fields:
1. Supplier name (Supplier)
2. VAT Id (Supplier)
3. Address (Supplier)
4. Currency (Supplier)
5. Payment terms (Supplier)
6. Credit limit (Supplier)
7. Notes (Supplier)
2. Transaction (with GL booking) filtered by bank account
This data query displays all general ledger accounting line for documents that are related to specific bank statement.
Fields:
1. Transaction type (Banking)
2. Reference (Banking)
3. GL account (GL)
4. GL amount (GL)
5. Bank account
Filter by Bank account.
3. Stock sales summary aggregated by currency and location report
This data query sums up total amount and quantity of goods sold grouped by customer currency and sales location.
Fields:
1. Stock Id (movements) + select aggregation
2. Currency (Customer) + select aggregation
3. Location name (movements) + select aggregation
4. Unit price (transactions)
5. Unit quantity (transactions)
6. Transaction type (transactions)
7. Transaction date (transactions)
Filter by Transaction date and select ‘delivery note’ within Transaction type. This should secure, that only inventory pricing and quantity will be applied to aggregated data.
