How Does Monthly Invoice Product Report Works in iDempiere
The Monthly Invoice Product Category Report provides a monthly summary of invoice transactions by product category. It helps finance and sales users review invoice quantities, invoice amounts, discounts, and sales performance for each product category.
The report summarizes invoice information by Organization, Product Category, Invoice Month, and Sales Transaction.
Business Rules
- Retrieves invoice information from the Invoice Line view.
- Groups invoice data by invoice month.
- Groups records by Organization and Product.
- Displays Sales or Purchase transactions based on the Sales Transaction option.
- Calculates total Invoiced Quantity.
- Calculates Net Amount, List Amount, Limit Amount, Discount Amount, Discount Percentage and Over Limit Percentage.
Report Parameters
Parameter Window
The Monthly Invoice Product Report parameter window allows users to filter invoice records before generating the report.
Monthly Invoice Product Report – Parameter Window
| Parameter | Purpose | Filtering Behavior | |
| From Date | Choose Invoice From Date | Filters invoices from the selected date. | 01/01/2026 |
| To Date | Choose Invoice From Date | Filters invoices from the selected date. | 07/20/2026 |
| Sales Transaction | Selects Sales or Purchase Invoice. | Checked shows Sales Invoice unchecked shows Purchase Invoice. | Checked |
| Product | Choose Product | Displays invoices for the selected Product. | Coca Cola 500ml |
| Run as Job | Run the report in the background | Runs the report as a background job. | Checked |
The report is executed using the selected parameter values to retrieve matching monthly invoice records by product category.
Report Output
- Displays monthly invoice summary by product.
- Shows Product, Invoice Month and Organization.
- Displays Invoiced Quantity.
- Displays invoice amounts, discounts and over limit values.
