How Does Quarterly Invoice Customer by Product Work in iDempiere

The Quarterly Invoice Customer by Product report provides a customer-focused view of invoiced retail activity by product category for a selected date range.

Retail teams use it to review sales transactions, invoice amounts, margins, discounts, limits, list amounts, and invoiced values across product categories.

It supports quarterly sales analysis without changing the underlying invoice transactions.

Business Rules

• Date Invoiced defines the reporting period used for the analysis.
• Sales Transaction controls inclusion of sales transaction activity.
• Business Partner filters the report to the selected customer.
• Product Category filters the report to selected product categories.
• Multiple Product Category values can be selected in one run.
• Report rows show the customer with the applicable product category.
• Margin and discount metrics are displayed with matching invoice activity.
• Run as Job is available for background report execution.

Prerequisites

• Business Partner records are configured for customers.
• Product Categories are configured and assigned to products.
• Products are configured and available on sales transactions.
• Completed sales invoice or transaction data exists for the period.
• The user role can access the report and required master data.

Navigation

Menu → Reports → Quarterly Invoice Customer by Product

The parameter screen shows Date Invoiced, Sales Transaction, Business Partner, Product Category, Run as Job, View Report, Print Format, and Summary. The output shows customer and product-category invoice metrics.

Configuration Steps

Step 1: Set the Invoice Date Range

1. Enter the required start and end dates. The sample uses 05/01/2026 through 07/31/2026.

Step 2: Select Sales Transaction

2. Enable Sales Transaction when sales transaction activity should be included. The supplied screen shows it selected.

Step 3: Select the Business Partner

3. Select the required customer. The sample uses ALPHA RETAIL SOLUTIONS.

Step 4: Select Product Categories

4. Select one or more categories. The sample includes SPORTS SHOES and Standard.

Step 5: Configure Execution and Output

5. Select Run as Job when background execution is required. Choose View Report, Print Format, and Summary as needed.

Step 6: Run and Review Results

6. Click OK and review Sales Transaction, Business Partner, Date Invoiced, Margin, Line Amt, Discount, limits, List Amt, Product Category, and Invoiced.

Field Reference Table

Field	Sample Value	Description
Date Invoiced	05/01/2026 – 07/31/2026	Defines the invoice reporting period.
Sales Transaction	Selected	Includes sales transaction activity.
Business Partner	ALPHA RETAIL SOLUTIONS	Filters results to the customer.
Product Category	SPORTS SHOES; Standard	Filters results to selected categories.
Run as Job	Unchecked	Runs the report as a background job when selected.
View Report	HTML	Controls the report viewing format.
Print Format	Quarterly Invoice Customer by Product	Selects the report output definition when available.
Summary	Unchecked	Controls the available summary presentation.

Report Output Reference

Output Field	Business Meaning
Sales Transaction	Indicates the row is based on sales transaction activity.
Business Partner	Customer associated with the reported activity.
Date Invoiced	Invoice date represented in the result.
Margin % / Margin	Reported margin percentage and amount.
Line Amt	Reported invoice line amount.
Discount / Discount %	Reported discount amount and percentage.
Limit Amt	Limit amount shown by the report.
List Amt	List amount shown for comparison.
Product Category	Category associated with the reported products.
Invoiced	Invoiced value displayed by the report.

Common Issues and Resolutions

Issue	Cause	Resolution
No rows returned	No matching data for selected filters.	Widen Date Invoiced and verify customer/category filters.
Wrong customer	Business Partner filter is incorrect.	Select the intended Business Partner and rerun.
Missing category	Category filter excludes required data.	Add the required Product Category.
Sales data missing	Sales Transaction is not enabled when required.	Enable Sales Transaction and rerun.
Unexpected period	Start or end date is incorrect.	Verify both Date Invoiced values.
Wrong output format	View Report or Print Format differs.	Select the intended output option.
Background run not used	Run as Job was not selected.	Select Run as Job for background processing.
Summary differs	Summary setting changed presentation.	Review Summary before execution.

Next Steps

• Review Sales Invoice and Invoice Line data for transaction verification.
• Validate Product Category and Product records when category results need checking.
• Use Business Partner information to investigate customer purchasing patterns.
• Export or print results for quarterly management review.