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Dashboard 'Delivered not invoiced (8009)': general explanation

The standard dashboard 'Delivered not invoiced' provides insight into all sales order lines that have been delivered but not yet invoiced. The evaluation is based on the set threshold values.

 

 

Target Audience

 

  • Sellers
  • Administrative staff

 

Where in MKG?

 

  1. Open the My Company module.
  2. If the dashboard is not displayed immediately: click the hamburger icon
    at the top right of the toolbar and select the option 'Forms' » 'Dashboard'.
  3. Click the Views
    button and select Delivered not invoiced (8009).

 

Parameters

 

  • In time: enter the number of days within which invoicing may occur after delivery, so that it is considered 'In time'.
  • Late: enter the number of days within which invoicing may occur after delivery, so that it is considered 'Late'.

 

Details

 

  • On the right is the list of debtors with all their outstanding packing slips that have been delivered but not yet invoiced. Colored to indicate 'In time' (green), 'Warning' (yellow), and 'Late' (red).
  • At the bottom of the dashboard, the total outstanding invoice amount per debtor is shown, along with the total amount still to be invoiced.

 

Add to 'My Dashboards'?
If you use this dashboard regularly, add it to My Dashboards and make this module available from the MKG Homepage. This way you create your own cockpit from the data in your database. How to add dashboards can be found in How to set up 'My Dashboards'.

 

 

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