How Does Monthly Invoice Vendor Report Works in iDempiere
The Monthly Invoice Vendor Report provides a monthly summary of sales invoice transactions by vendor and product category. It helps users analyze invoiced quantities, invoice amounts, discounts, and vendor-wise sales performance for a selected period.
Business Rules
- Retrieves invoice information from the Invoice Line view.
- Includes only Sales transactions (IsSOTrx = ‘Y’).
- Groups invoice data by invoice month.
- Groups records by Vendor and Product Category.
- Calculates total Invoiced Quantity.
- Calculates Net Amount, List Amount, Limit Amount and Discount Amount.
- Calculates Discount Percentage.
- Calculates Over Limit Percentage.
- Returns 0% when the calculation value is zero.
- Rounds percentage values using the invoice currency.
Report Parameters
Parameter Window
The Monthly Invoice Vendor Report parameter window allows users to filter invoice records before generating the report.
Monthly Invoice Vendor 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 |
| Business Partner | Choose Vendor | Displays invoices for the selected Vendor. | ABC Traders |
| Product Category | Choose Product Category | Displays invoices for the selected Product Category. | Beverages |
| 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 Vendor and Product Category.
- Shows Vendor, Product Category and Invoice Month.
- Displays Invoiced Quantity.
- Displays Line Net Amount, Line List Amount and Line Limit Amount.
- Displays Line Discount Amount and Discount Percentage.
- Displays Line Over Limit Amount and Over Limit Percentage.
