{"id":13411,"date":"2025-02-28T04:52:39","date_gmt":"2025-02-28T04:52:39","guid":{"rendered":"https:\/\/jaldi.store\/?p=12563"},"modified":"2026-08-07T10:05:36","modified_gmt":"2026-08-07T10:05:36","slug":"how-to-view-customer-bill-summary-monthly-report-in-adempiere-retail","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-view-customer-bill-summary-monthly-report-in-adempiere-retail\/","title":{"rendered":"How to view Customer Bill Summary-Monthly Report in Adempiere Retail"},"content":{"rendered":"\n

A report that summarises all the bills or invoices generated for customers during a particular month.<\/p>\n\n\n\n

User Access<\/strong><\/h2>\n\n\n\n

Who Can Access<\/strong><\/h3>\n\n\n\n
    \n
  • Admin<\/li>\n\n\n\n
  • Back Office<\/li>\n\n\n\n
  • Purchase Manager<\/li>\n\n\n\n
  • Manager<\/li>\n<\/ul>\n\n\n\n

    What User Can Do<\/strong><\/h3>\n\n\n\n
      \n
    • Review Customer Billing<\/li>\n\n\n\n
    • Track Payments and Outstanding Amounts<\/li>\n\n\n\n
    • Prepare Financial Statements<\/li>\n\n\n\n
    • Resolve Billing Disputes<\/li>\n<\/ul>\n\n\n\n

      Pre-Requisite Activities<\/strong><\/h2>\n\n\n\n
        \n
      • Complete Billing Data Entry<\/li>\n\n\n\n
      • Verify Customer Information<\/li>\n\n\n\n
      • Payment Status Updates<\/li>\n\n\n\n
      • Reporting Period<\/li>\n<\/ul>\n\n\n\n

        Business Rules<\/strong><\/h2>\n\n\n\n
          \n
        • Monthly Period<\/li>\n\n\n\n
        • Complete Billing Data<\/li>\n\n\n\n
        • Bill Status<\/li>\n\n\n\n
        • Customer Identification<\/li>\n\n\n\n
        • Payment Status<\/li>\n<\/ul>\n\n\n\n

          User Interface<\/strong><\/h2>\n\n\n\n

          STEP 1:<\/strong> To select a Customer Bill Summary-Monthly Report.<\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-POS-CustomerBillSummaryMonthlyReport-1\"<\/figure>\n\n\n\n

          STEP 2:<\/strong> To enter a date in this field is mandatory .To click the start check box then to run the process .<\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-POS-CustomerBillSummaryMonthlyReport-2\"<\/figure>\n\n\n\n

          STEP 3:<\/strong> Once to complete the process to show the report based on the given data. <\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-POS-CustomerBillSummaryMonthlyReport-3\"<\/figure>\n\n\n\n
          \"TenthPlanet-ADempiere-POS-CustomerBillSummaryMonthlyReport-4\"<\/figure>\n\n\n\n
          \"TenthPlanet-ADempiere-POS-CustomerBillSummaryMonthlyReport-5\"<\/figure>\n\n\n\n
          \"TenthPlanet-ADempiere-POS-CustomerBillSummaryMonthlyReport-6\"<\/figure>\n\n\n\n
          \"TenthPlanet-ADempiere-POS-CustomerBillSummaryMonthlyReport-7\"<\/figure>\n\n\n\n
          \"TenthPlanet-ADempiere-POS-CustomerBillSummaryMonthlyReport-8\"<\/figure>\n\n\n\n
          \"TenthPlanet-ADempiere-POS-CustomerBillSummaryMonthlyReport-9\"<\/figure>\n\n\n\n

          STEP 4:Customer name<\/strong> – refers to the name of an individual or organisation that is purchasing goods or services from a business. In a transaction, it is the identifier used to distinguish the customer from others.<\/p>\n\n\n\n

          Mobile number<\/strong> – is the phone number associated with an individual customer, typically used for communication purposes. It is a mobile phone number provided by the customer when making a purchase or engaging with a business.<\/p>\n\n\n\n

          Total orders<\/strong> – typically refers to the sum or count of all orders placed during a specific time period or for a particular product\/service. It is commonly used in business, sales, and e-commerce contexts to track the volume of transactions or purchases.<\/p>\n\n\n\n

          This month,1,2,3,4,5,6,7,8,9,10,11_total bill<\/strong> – typically refers to the total amount billed or due during a particular month for services, products, or transactions.<\/p>\n\n\n\n

          This month,1,2,3,4,5,6,7,8,9,10,11_Total value<\/strong> – can refer to different things depending on the context, but in the case of a customer bill summary report, “Total value”<\/strong> typically refers to the total amount of money<\/strong> that a customer owes or has been billed for a particular period.<\/p>\n","protected":false},"excerpt":{"rendered":"

          A report that summarises all the bills or invoices generated for customers during a particular month. User Access Who Can […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[32],"tags":[],"class_list":["post-13411","post","type-post","status-publish","format-standard","hentry","category-jaldi-super-store"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/13411","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=13411"}],"version-history":[{"count":2,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/13411\/revisions"}],"predecessor-version":[{"id":24085,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/13411\/revisions\/24085"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=13411"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=13411"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=13411"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}