{"id":13730,"date":"2025-02-28T04:52:39","date_gmt":"2025-02-28T04:52:39","guid":{"rendered":"https:\/\/jaldi.store\/?p=12596"},"modified":"2026-08-05T09:18:01","modified_gmt":"2026-08-05T09:18:01","slug":"how-to-view-unpaid-estimate-order-report-in-adempiere-retail","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-view-unpaid-estimate-order-report-in-adempiere-retail\/","title":{"rendered":"How to view Unpaid Estimate Order Report in Adempiere Retail"},"content":{"rendered":"\n

An “Unpaid Estimate Order Report”<\/strong> is a document or report that tracks orders for which an estimate was provided, but payment has not yet been received.<\/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><\/h2>\n\n\n\n
      \n
    • View<\/li>\n\n\n\n
    • Sort or filter<\/li>\n\n\n\n
    • Download or print<\/li>\n\n\n\n
    • Update<\/li>\n\n\n\n
    • Export<\/li>\n<\/ul>\n\n\n\n

      Pre-Requisite Activities<\/h2>\n\n\n\n
        \n
      • Create or Record Estimates<\/li>\n\n\n\n
      • Confirm Customer Orders<\/li>\n\n\n\n
      • Criteria for Unpaid Estimates<\/li>\n\n\n\n
      • Ensure Active Customers and Products List<\/li>\n<\/ul>\n\n\n\n

        Business Rules<\/strong><\/h2>\n\n\n\n
          \n
        • Payment Tracking<\/li>\n\n\n\n
        • Due Date Management<\/li>\n\n\n\n
        • Estimate Status Updates<\/li>\n\n\n\n
        • Partial Payments<\/li>\n\n\n\n
        • Escalation for Long-Term Unpaid Estimates<\/li>\n<\/ul>\n\n\n\n

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

          STEP 1:<\/strong> To select a Unpaid Estimate Order Report.<\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-Un-Padi-Estimate_-Order-Report\"<\/figure>\n\n\n\n

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

          \"TenthPlanet-ADempiere-Un-Padi-Estimate_-Order-Report1\"<\/figure>\n\n\n\n

          STEP 3:<\/strong> Once to complete a process to show the report.<\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-Un-Padi-Estimate_-Order-Report-2\"<\/figure>\n\n\n\n

          STEP 4:<\/strong> Bill terminal<\/strong> – generally refers to a type of payment terminal used for processing payments and handling financial transactions, such as paying for bills or purchases. It is commonly found in retail, service, or utility sectors, where it allows customers to settle their outstanding bills by using various payment methods, including cash, debit\/credit cards, and digital payments.<\/p>\n\n\n\n

          Sales representative (sales rep)<\/strong> – is a professional who is responsible for selling products or services to customers, typically on behalf of a company or organization. Their primary role is to generate sales, build relationships with customers, and promote the company’s offerings to meet the sales targets.<\/p>\n\n\n\n

          Bill Number<\/strong> is a unique identifier assigned to a specific bill, invoice, or transaction. It is used to track and reference the bill in record-keeping, accounting, and payment systems.<\/p>\n\n\n\n

          Bill Date<\/strong> refers to the date when the bill was issued or created. This is important for accounting, as it helps determine the due date for payment, the timeframe for transactions, and the period in which goods or services were provided.<\/p>\n\n\n\n

          Customer name<\/strong>– refers to the name of an individual or organisation who purchases or uses a product or service.<\/p>\n\n\n\n

          Grand total<\/strong> – refers to the sum of all values or amounts combined in a list, table, or data set. It represents the overall total or final sum when you add up all the individual totals or values within a specific category or across multiple categories.<\/p>\n","protected":false},"excerpt":{"rendered":"

          An “Unpaid Estimate Order Report” is a document or report that tracks orders for which an estimate was provided, but […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31],"tags":[],"class_list":["post-13730","post","type-post","status-publish","format-standard","hentry","category-jaldi-life-style"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/13730","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=13730"}],"version-history":[{"count":2,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/13730\/revisions"}],"predecessor-version":[{"id":22811,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/13730\/revisions\/22811"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=13730"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=13730"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=13730"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}