How Does Weekly Invoice Work in iDempiere

The Weekly Invoice report provides a weekly view of invoiced activity using the selected invoice dates and sales representative.

Retail teams use it to review invoiced amounts and commercial metrics for sales activity handled by a specific representative.

The report supports weekly sales monitoring without changing the underlying invoice transactions.

Business Rules

• Date Invoiced defines the weekly reporting period.
• Sales Transaction controls inclusion of sales transaction activity.
• Sales Representative filters results to the selected representative.
• The report output shows invoice date and sales representative.
• Margin and discount values are displayed for matching activity.
• Limit Amt and List Amt are shown with invoice metrics.
• Run as Job is available for background report execution.
• Summary can be selected for a summarized presentation.

Prerequisites

• Organization is configured and active.
• Sales Representative records are configured.
• Sales invoice or transaction data exists for the selected period.
• Products and sales transaction data are configured for invoicing.
• The user role can access the Weekly Invoice report.

Navigation

Menu → Reports → Weekly Invoice

The parameter screen provides Date Invoiced, Sales Transaction, Sales Representative, Run as Job, View Report, Print Format, Language ID, and Summary. The result displays weekly invoice metrics.

Configuration Steps

Step 1: Define the Weekly Date Range

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

Step 2: Enable Sales Transaction

2. Select Sales Transaction when the weekly report should include sales transaction activity.

Step 3: Select the Sales Representative

3. Select the representative whose invoiced activity should be reviewed. The sample uses Micheal.

Step 4: Configure Report Output

4. Select Run as Job when background processing is required. Choose View Report, Print Format, Language ID, and Summary as needed.

Step 5: Run and Review the Report

5. Click OK and review Sales Transaction, Date Invoiced, Margin %, Margin, Line Amt, Discount, Discount %, Limit Amt, List Amt, and Sales Rep.

Field Reference Table

Field	Sample Value	Description
Date Invoiced	05/01/2026 – 05/07/2026	Defines the weekly reporting period.
Sales Transaction	Selected	Includes sales transaction activity.
Sales Representative	Micheal	Filters the report to the selected representative.
Run as Job	Unchecked	Runs as a background job when selected.
View Report	HTML	Controls the report viewing format.
Print Format	Weekly Invoice	Identifies the report print format.
Language ID	English (USA)	Controls the report language.
Summary	Unchecked	Controls summarized presentation when selected.

Report Output Reference

Output Field	Business Meaning
Sales Transaction	Indicates the row is based on sales transaction activity.
Date Invoiced	Invoice date represented in the weekly 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.
Sales Rep	Sales representative associated with the result.

Common Issues and Resolutions

Issue	Cause	Resolution
No rows returned	No matching transactions for the date or representative.	Widen the date range and verify Sales Representative.
Wrong representative	Incorrect representative selected.	Select the required representative and rerun.
Wrong weekly period	Start or end date is incorrect.	Verify both Date Invoiced values.
Sales activity missing	Sales Transaction is not selected when required.	Enable Sales Transaction and rerun.
Unexpected metrics	Filters do not match the intended review.	Recheck dates, representative, and transaction selection.
Wrong language	Language ID is not required.	Select the required Language ID.
Background execution not used	Run as Job was not selected.	Select Run as Job when required.
Summary output differs	Summary setting changed presentation.	Review Summary before running.

Next Steps

• Review Sales Invoice and Invoice Line data when individual transactions need verification.
• Review Sales Representative setup when assignment or filtering needs correction.
• Use weekly results for sales performance and invoice monitoring.
• Export or print the report for weekly retail management review.