{"id":21674,"date":"2026-08-04T12:03:52","date_gmt":"2026-08-04T12:03:52","guid":{"rendered":"https:\/\/tenthplanet.in\/idempiere\/?p=21674"},"modified":"2026-08-04T12:05:43","modified_gmt":"2026-08-04T12:05:43","slug":"how-does-monthly-invoice-product-category-report-works-in-idempiere","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-does-monthly-invoice-product-category-report-works-in-idempiere\/","title":{"rendered":"How Does Monthly Invoice Product Category Report Works in iDempiere"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">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.<br><br>The report summarizes invoice information by Organization, Product Category, Invoice Month, and Sales Transaction.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Business Rules<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Retrieves invoice information from the Invoice Line view.<\/li>\n\n\n\n<li>Groups invoice data by invoice month.<\/li>\n\n\n\n<li>Groups records by Organization and Product Category.<\/li>\n\n\n\n<li>Displays Sales or Purchase transactions based on the Sales Transaction option.<\/li>\n\n\n\n<li>Calculates total Invoiced Quantity.<\/li>\n\n\n\n<li>Calculates Net Amount, List Amount, Limit Amount and Discount Amount.<\/li>\n\n\n\n<li>Calculates Discount Percentage.<\/li>\n\n\n\n<li>Calculates Over Limit Percentage.<\/li>\n\n\n\n<li>Returns 0% when the calculation value is zero.<\/li>\n\n\n\n<li>Rounds percentage values using the invoice currency.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Report Parameters<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Parameter Window<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The Monthly Invoice Product Category Report parameter window allows users to filter invoice records before generating the report.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Monthly Invoice Product Category Report \u2013 Parameter Window<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"409\" src=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/Screen-Shot-2026-07-23-at-10.56.04-1024x409.png\" alt=\"\" class=\"wp-image-21675\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/Screen-Shot-2026-07-23-at-10.56.04-1024x409.png 1024w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/Screen-Shot-2026-07-23-at-10.56.04-300x120.png 300w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/Screen-Shot-2026-07-23-at-10.56.04-768x307.png 768w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/Screen-Shot-2026-07-23-at-10.56.04-1536x614.png 1536w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/Screen-Shot-2026-07-23-at-10.56.04.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><td><strong>Parameter<\/strong><\/td><td><strong>Purpose<\/strong><\/td><td><strong>Filtering Behavior<\/strong><\/td><td><strong>Sample Data<\/strong><\/td><\/tr><\/thead><tbody><tr><td>From Date<\/td><td>Select Form Date of Record<\/td><td>Shows orders for the selected Business Partner.<\/td><td>01\/01\/2026<\/td><\/tr><tr><td>To Date<\/td><td>Select To Date of Record<\/td><td>Shows orders for the selected product.<\/td><td>07\/20\/2026<\/td><\/tr><tr><td>Sales Transaction<\/td><td>Selects Sales or Purchase Invoice.<\/td><td>Checked shows Sales Invoice unchecked shows Purchase Invoice.<\/td><td>No<\/td><\/tr><tr><td>Product Category<\/td><td>Select Product Category<\/td><td>Filtering Product Category Only Show<\/td><td>User Choose<\/td><\/tr><tr><td>Run as Job<\/td><td>Runs the report in the background.<\/td><td>Generates the report as a background job.<\/td><td>No<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The report is executed using the selected parameter values to retrieve matching monthly invoice records by product category.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Report Output<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Displays monthly invoice summary by product category.<\/li>\n\n\n\n<li>Shows Organization, Product Category and Invoice Month.<\/li>\n\n\n\n<li>Displays Invoiced Quantity.<\/li>\n\n\n\n<li>Displays Line Net Amount, Line List Amount and Line Limit Amount.<\/li>\n\n\n\n<li>Displays Line Discount Amount and Discount Percentage.<\/li>\n\n\n\n<li>Displays Line Over Limit Amount and Over Limit Percentage.<\/li>\n\n\n\n<li>Shows whether the transaction is Sales or Purchase.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"427\" src=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/Screen-Shot-2026-07-23-at-10.56.43-1024x427.png\" alt=\"\" class=\"wp-image-21676\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/Screen-Shot-2026-07-23-at-10.56.43-1024x427.png 1024w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/Screen-Shot-2026-07-23-at-10.56.43-300x125.png 300w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/Screen-Shot-2026-07-23-at-10.56.43-768x321.png 768w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/Screen-Shot-2026-07-23-at-10.56.43-1536x641.png 1536w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/Screen-Shot-2026-07-23-at-10.56.43-2048x855.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h1 class=\"wp-block-heading\"><br><br><\/h1>\n","protected":false},"excerpt":{"rendered":"<p>The Monthly Invoice Product Category Report provides a monthly summary of invoice transactions by product category. It helps finance and [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,78],"tags":[],"class_list":["post-21674","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-sales"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21674","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\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=21674"}],"version-history":[{"count":1,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21674\/revisions"}],"predecessor-version":[{"id":21677,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21674\/revisions\/21677"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=21674"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=21674"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=21674"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}