{"id":27471,"date":"2026-08-19T06:15:08","date_gmt":"2026-08-19T06:15:08","guid":{"rendered":"https:\/\/tenthplanet.in\/idempiere\/?p=27471"},"modified":"2026-08-21T09:20:51","modified_gmt":"2026-08-21T09:20:51","slug":"how-does-quarterly-invoice-customer-by-vendor-work-in-idempiere","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-does-quarterly-invoice-customer-by-vendor-work-in-idempiere\/","title":{"rendered":"How Does Quarterly Invoice Customer by Vendor Work in iDempiere"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">The Quarterly Invoice Customer by Vendor report provides a customer-level view of invoiced retail activity by vendor for a selected date range.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Retail teams use it to review customer purchases, vendor contribution, invoice counts, line amounts, discounts, margins, and related limits.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It supports quarterly sales review and vendor\/customer analysis without changing the underlying invoice transactions.<\/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>Date Invoiced defines the reporting period used for the invoice analysis.<\/li>\n\n\n\n<li>Business Partner filters the report to the selected customer.<\/li>\n\n\n\n<li>Vendor filters customer purchases to the selected supplier.<\/li>\n\n\n\n<li>The report can be reviewed for a customer, vendor, or both selected filters.<\/li>\n\n\n\n<li>Only invoice data matching the selected reporting criteria is included in the result.<\/li>\n\n\n\n<li>Margin and discount values are shown with the invoice results for retail review.<\/li>\n\n\n\n<li>Run as Job is available when the report should be executed as a background job.<\/li>\n\n\n\n<li>Summary controls whether the report is presented using the available summary option.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Prerequisites<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Business Partner records are configured for customers.<\/li>\n\n\n\n<li>Vendor Business Partner records are configured for suppliers.<\/li>\n\n\n\n<li>Products used on sales invoices are configured.<\/li>\n\n\n\n<li>Completed sales invoices exist for the reporting period.<\/li>\n\n\n\n<li>The user role has access to the report and required Business Partner\/Vendor records.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Navigation<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Menu \u2192 Reports \u2192 Quarterly Invoice Customer by Vendor<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">After opening the report, users see Date Invoiced, Business Partner, Vendor, Run as Job, View Report, Print Format, and Summary controls. The report output displays customer and vendor invoice metrics.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"547\" src=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/TenthPlanet-iDempiere-Report-quarterly-invoice-customer-by-vendor-1.png\" alt=\"TenthPlanet-iDempiere-Report-quarterly-invoice-customer-by-vendor-1\" class=\"wp-image-27473\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/TenthPlanet-iDempiere-Report-quarterly-invoice-customer-by-vendor-1.png 1024w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/TenthPlanet-iDempiere-Report-quarterly-invoice-customer-by-vendor-1-300x160.png 300w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/TenthPlanet-iDempiere-Report-quarterly-invoice-customer-by-vendor-1-768x410.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Configuration Steps<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 1: Set the Invoice Date Range<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Enter the start and end dates in Date Invoiced. For a quarterly review, select the complete quarter, such as 01\/01\/2026 through 07\/31\/2026 for the sample report.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 2: Select the Business Partner<\/strong><\/h3>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>Select the customer in Business Partner when the report is required for a specific retail customer. Leave the filter broad when customer-level analysis is required across available invoice data.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 3: Select the Vendor<\/strong><\/h3>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Select the supplier in Vendor to identify what the selected customer purchased from that vendor. In the sample, CHENNAI SUPPLIERS is selected.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 4: Choose Report Execution Options<\/strong><\/h3>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Use Run as Job when background execution is required. Select the required View Report format and Print Format. Use Summary when a summarized presentation is needed.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 5: Execute and Review the Report<\/strong><\/h3>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>Click OK to run the report. Review Business Partner, Date Invoiced, Margin, Line Amt, Discount, Limit Amt, List Amt, Invoiced, and Vendor values in the output.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Field Reference Table<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th><strong>Field<\/strong><\/th><th><strong>Sample Value<\/strong><\/th><th><strong>Description<\/strong><\/th><\/tr><\/thead><tbody><tr><td>Date Invoiced<\/td><td>01\/01\/2026 \u2013 07\/31\/2026<\/td><td>Defines the invoice reporting period.<\/td><\/tr><tr><td>Business Partner<\/td><td>ALPHA RETAIL SOLUTIONS<\/td><td>Filters the report to a selected customer.<\/td><\/tr><tr><td>Vendor<\/td><td>CHENNAI SUPPLIERS<\/td><td>Filters purchases to a selected supplier.<\/td><\/tr><tr><td>Run as Job<\/td><td>Unchecked<\/td><td>Runs the report as a background job when selected.<\/td><\/tr><tr><td>View Report<\/td><td>HTML<\/td><td>Controls the report viewing format.<\/td><\/tr><tr><td>Print Format<\/td><td>Quarterly Invoice Customer by Vendor<\/td><td>Selects the report print\/output definition.<\/td><\/tr><tr><td>Summary<\/td><td>Unchecked<\/td><td>Controls the available summary presentation.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"547\" src=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/TenthPlanet-iDempiere-Report-quarterly-invoice-customer-by-vendor-2.png\" alt=\"TenthPlanet-iDempiere-Report-quarterly-invoice-customer-by-vendor-2\" class=\"wp-image-27475\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/TenthPlanet-iDempiere-Report-quarterly-invoice-customer-by-vendor-2.png 1024w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/TenthPlanet-iDempiere-Report-quarterly-invoice-customer-by-vendor-2-300x160.png 300w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/TenthPlanet-iDempiere-Report-quarterly-invoice-customer-by-vendor-2-768x410.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Report Output Reference<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th><strong>Output Field<\/strong><\/th><th><strong>Business Meaning<\/strong><\/th><\/tr><\/thead><tbody><tr><td>Business Partner<\/td><td>Customer shown in the report result.<\/td><\/tr><tr><td>Date Invoiced<\/td><td>Invoice date used for the reported activity.<\/td><\/tr><tr><td>Margin % \/ Margin<\/td><td>Margin percentage and amount displayed by the report.<\/td><\/tr><tr><td>Line Amt<\/td><td>Reported invoice line amount.<\/td><\/tr><tr><td>Discount \/ Discount %<\/td><td>Discount amount and percentage shown in the result.<\/td><\/tr><tr><td>Limit Amt<\/td><td>Limit amount displayed by the report.<\/td><\/tr><tr><td>List Amt<\/td><td>List amount displayed for comparison.<\/td><\/tr><tr><td>Invoiced<\/td><td>Invoice quantity\/count value shown by the report.<\/td><\/tr><tr><td>Vendor<\/td><td>Supplier associated with the reported customer activity.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Common Issues and Resolutions<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th><strong>Issue<\/strong><\/th><th><strong>Cause<\/strong><\/th><th><strong>Resolution<\/strong><\/th><\/tr><\/thead><tbody><tr><td>No rows returned<\/td><td>No invoice data matches the date\/filter criteria.<\/td><td>Widen Date Invoiced and verify the Business Partner and Vendor selections.<\/td><\/tr><tr><td>Wrong customer results<\/td><td>Business Partner filter is incorrect or too broad.<\/td><td>Clear the filter or select the intended customer.<\/td><\/tr><tr><td>Wrong vendor results<\/td><td>Vendor filter is incorrect.<\/td><td>Verify the selected supplier and rerun the report.<\/td><\/tr><tr><td>Unexpected invoice period<\/td><td>Start or end date is incorrect.<\/td><td>Check both Date Invoiced values before executing.<\/td><\/tr><tr><td>Report format not as expected<\/td><td>Incorrect View Report or Print Format selected.<\/td><td>Select the required format and print definition.<\/td><\/tr><tr><td>Background run not used<\/td><td>Run as Job was not selected.<\/td><td>Select Run as Job when background execution is required.<\/td><\/tr><tr><td>Summary output differs<\/td><td>Summary option is enabled or disabled.<\/td><td>Review Summary before running and compare with detailed output.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Next Steps<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Review Sales Invoice and Invoice Line data for detailed transaction verification.<\/li>\n\n\n\n<li>Use Business Partner information to investigate customer purchasing patterns.<\/li>\n\n\n\n<li>Review vendor\/product purchasing relationships for quarterly retail analysis.<\/li>\n\n\n\n<li>Export or print the report when the results are required for management review.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The Quarterly Invoice Customer by Vendor report provides a customer-level view of invoiced retail activity by vendor for a selected [&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-27471","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\/27471","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=27471"}],"version-history":[{"count":2,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27471\/revisions"}],"predecessor-version":[{"id":28167,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27471\/revisions\/28167"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=27471"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=27471"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=27471"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}