Customizable Invoice Listing Report- Field Descriptions

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This article provides descriptions for the fields available in the Customizable Invoice Listing Report. For more information about how to build this report, click here. Note: these fields are also applicable to any invoice report that has the "Customize" option available. For a full list of reports, click here. 

  • Field Name- the name of the field
  • Group- whether the field can be grouped
  • Split- whether the field can be split using the "Adjust Values" checkbox
  • Total- whether the field can be totaled
  • Field Descriptions- the description of the field

A column with an "N" represents "No", whereas a column with a "Y" represents "Yes."

Field Name Group Split Total Field Descriptions
***** Row Break ***** N N N Interts a row break between fields on the report
Architect Y Y N Name of Architect(s) on the Job
Check Number Y Y N Check Number (list) - Checks for this invoice
Commission N N Y Invoice Commission
Commission % N N Y Percentage of the Commission
Contractor Y Y N Contractor(s) (indirect customers) involved with the job
Create Date N Y N Date invoice was created
CSR Y Y N CSR for the invoice
Customer Y Y N Direct Customer
Customer Assigned To Y Y N Customer's Assigned Salesman
Customer ID Y Y N Direct Customer - ID
Customer Tax Status Y Y N Tax status of the customer
Days Aged N N N Number of days outstanding for invoice
Disputed Y Y N Invoice Disputed
Disputed Amount N N Y Disputed amount on the invoice
Disputed Note Y Y N Invoice Disputed - notes
Disputed Reviewer Y Y N Invoice Disputed - reviewer
Due Date N Y N Date invoice is due
Earnings N N Y Invoice earnings
Earnings 30 N N Y Invoice earnings due under 30 days
Earnings >90 N N Y Invoice earnings due over 90 days
Earnings 30 to 60 N N Y Invoice earnings due between 30 and 60 days
Earnings 61 to 90 N N Y Invoice earnings due between 61 and 90 days
Engineer Y Y N Engineer(s) Associated with the Job
Fault Y Y N Invoice Fault
Freight Cost N N Y Invoice Freight Cost
Freight Sell N N Y Invoice Freight Sell
Gross Profit% N N Y Percentage of the invoice that is profit
Invoice Cost Amount N N Y Invoice cost
Invoice Date N Y N Invoice date
Invoice ID Y Y N Behind the scenes ID for the Invoice in OASIS
Invoice Month Y Y N Invoice date - Year/Month
Invoice Number Y Y N Invoice Number
Invoice Sell Amount N N Y Invoice sell amount
Invoice Sell Amount <30 N N Y Invoice sell amount due under 30 days
Invoice Sell Amount >90 N N Y Invoice sell amount due over 90 days
Invoice Sell Amount 30 to 60 N N Y Invoice sell amount due between 30 and 60 days
Invoice Sell Amount 61 to 90 N N Y Invoice sell amount due between 61 and 90 days
Invoice Year Y Y N Year of the invoice date
InvoiceURIs Y Y Y Invoice URIs
Landed N N Y Invoice Landed
Manufacturer Y Y N Manufacturer or brand
Manufacturer And Sell N N N Manufacturer and its sell value on the order
Manufacturer And Sell LIPR N N N Manufacturer and its sell value on the order. CAUTION: lot invoices will be pro-rated by brand
Manufacturer ID Y Y N Manufacturer or brand - ID
Margin % N N Y Percentage of margin on the invoice
Margin Balance N N Y Margin Balance on the Invoice
Material Cost N N Y Cost of material
Material Sell N N Y Sell price of material
Material Sell<30 N N Y Sell price of material due under 30 days
Material Sell >90 N N Y Sell price of material due over 90 days
Material Sell 30 to 60 N N Y Sell price of material due between 30 and 60 days
Material Sell 61 to 90 N N Y Sell price of material due between 61 and 90 days
Misc Cost N N Y Miscellaneous cost
Misc Sell N N Y Miscellaneous sell price
NetPrice N N Y Invoice Net Price
Order Type Y Y N OASIS order type
Overage N N Y Invoice Overage
Overage Split N N Y Rep take of the overage on the invoice
Paid N N Y Invoice Paid Amount
Paid % N N Y Percentage of the invoice that is paid
Parent Customer Y Y N Customer Parent or Headquarters
Parent Manufacturer Y Y N Manufacturer or brand
Payable N N Y Invoice Payable Amount
Payable <30 N N Y Invoice payable due under 30 days
Payable >90 N N Y Invoice payable due over 90 days
Payable 30 to 60 N N Y Invoice payable due between 30 and 60 days
Payable 61 to 90 N N Y Invoice payable due between 61 and 90 days
Payment Date N Y N Date(s) of payment
Payment Month Y Y N Payment date(s) by month
PO Cost N N Y Total cost amount on the PO
PO Entry Date N Y N Order entry date - Manually Keyed Different than create date
PO Number Y Y N Reference PO Number
PO Sell N N Y Total sell amount on the PO
Profit N N Y Invoice Profit
Project Name Y Y N Name of the related project
Quoter Y Y N Quoter for the order (originator of pricing)
Receivable N N Y Invoice amount left to be received
Receivable <30 N N Y Invoice amount left to be received due under 30 days.
Receivable >90 N N Y Invoice amount left to be received due over 90 days
Receivable 30 to 60 N N Y Invoice amount left to be received due between 30 and 60 days.
Receivable 61 to 90 N N Y Invoice amount left to be received due between 61 and 90 days
Receivable Commission N N Y Commission less any received
Receivable Earnings N N Y Earnings less any earnings received
Receivable Overage Split N N Y Rep take of the overage less any received
Receivable Profit N N Y Profit less any received
Received N N Y Total received on the invoice
Received % N N Y Percentage of the invoice that is received
Received Commission N N Y Commission received as payment
Received Earnings N N Y Earnings received as payment
Received Overage Split N N Y Rep take of the overage received as payment
Received Profit N N Y Profit received as payment
Resolved Y Y N Invoice Resolved
Resolved Date N Y N Date invoice dispute was resolved
Resolved Note Y Y N Invoice Resolved - notes
Restock Cost N N Y Restock cost
Restock Sell N N Y Restock sell price
Sales Account Y Y N Sales account on the invoice
Sales Account Workgroup Y Y N The workgroup for the sales account on the invoice
Sales Account(List) N Y N Sales account on the invoice (including %)
Ship City Y Y N Shipping address city
Ship Country Y Y N Shipping address country
Ship State Y Y N Shipping address state
Ship ZIP code Y Y N Shipping address ZIP code
Specifier Role Y Y N Specifier role list not including direct and indirect customer
Specifier Role(All) Y Y N Specifier role list including direct and indirect customer
Specifier_Architect Y Y N Architect list
Specifier_Contractor Y Y N Contractor list
Specifier_Distributor Y Y N Distributor list
Specifier_Engineer Y Y N Engineer list
Specifier_Owner Y Y N Owner list
Specifiers Y Y N Specifier list not including direct and indirect customer
Specifiers(All) Y Y N Specifier list including direct and indirect customer
Status Y Y N Invoice status
Tax N N Y Tax on invoice
Territory Comm+Over Credit N N Y Invoice Commission Credit + Overage Credit
Territory Commission % N N Y Agency commission percentage on the invoice
Territory Commission Credit N N Y Invoice territory commission credit
Territory Earnings Credit N N Y Invoice territory earnings credit
Territory NetPrice % N N Y Business' Split of NetPrice amount
Territory NetPrice Credit N N Y Invoice territory NetPrice credit including split
Territory Overage % N N Y Business' Split of Overage amount
Territory Overage Credit N N Y Invoice territory overage credit including split
Territory Sales % N N N Territory's split of the invoice
Territory Sales Credit N N Y Invoice territory sales credit
Update Date N Y N Last date the invoice was updated
WorkGroup Y Y N Name of Workgroup the related order was created in

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