{"id":27551,"date":"2026-08-19T08:16:55","date_gmt":"2026-08-19T08:16:55","guid":{"rendered":"https:\/\/tenthplanet.in\/idempiere\/?p=27551"},"modified":"2026-08-21T04:21:54","modified_gmt":"2026-08-21T04:21:54","slug":"how-does-quarterly-invoice-customer-by-product-work-in-idempiere","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-does-quarterly-invoice-customer-by-product-work-in-idempiere\/","title":{"rendered":"How Does Quarterly Invoice Customer by Product Work in iDempiere"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">The Quarterly Invoice Customer by Product report provides a customer-focused view of invoiced retail activity by product category for a selected date range.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Retail teams use it to review sales transactions, invoice amounts, margins, discounts, limits, list amounts, and invoiced values across product categories.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It supports quarterly sales 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 analysis.<\/li>\n\n\n\n<li>Sales Transaction controls inclusion of sales transaction activity.<\/li>\n\n\n\n<li>Business Partner filters the report to the selected customer.<\/li>\n\n\n\n<li>Product Category filters the report to selected product categories.<\/li>\n\n\n\n<li>Multiple Product Category values can be selected in one run.<\/li>\n\n\n\n<li>Report rows show the customer with the applicable product category.<\/li>\n\n\n\n<li>Margin and discount metrics are displayed with matching invoice activity.<\/li>\n\n\n\n<li>Run as Job is available for background report execution.<\/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>Product Categories are configured and assigned to products.<\/li>\n\n\n\n<li>Products are configured and available on sales transactions.<\/li>\n\n\n\n<li>Completed sales invoice or transaction data exists for the period.<\/li>\n\n\n\n<li>The user role can access the report and required master data.<\/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 Product<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The parameter screen shows Date Invoiced, Sales Transaction, Business Partner, Product Category, Run as Job, View Report, Print Format, and Summary. The output shows customer and product-category 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-product-1-1.png\" alt=\"TenthPlanet-iDempiere-Report-quarterly-invoice-customer-by-Product-1\" class=\"wp-image-27561\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/TenthPlanet-iDempiere-Report-quarterly-invoice-customer-by-product-1-1.png 1024w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/TenthPlanet-iDempiere-Report-quarterly-invoice-customer-by-product-1-1-300x160.png 300w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/TenthPlanet-iDempiere-Report-quarterly-invoice-customer-by-product-1-1-768x410.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 required start and end dates. The sample uses 05\/01\/2026 through 07\/31\/2026.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 2: Select Sales Transaction<\/strong><\/h3>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>Enable Sales Transaction when sales transaction activity should be included. The supplied screen shows it selected.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 3: Select the Business Partner<\/strong><\/h3>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Select the required customer. The sample uses ALPHA RETAIL SOLUTIONS.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 4: Select Product Categories<\/strong><\/h3>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Select one or more categories. The sample includes SPORTS SHOES and Standard.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 5: Configure Execution and Output<\/strong><\/h3>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>Select Run as Job when background execution is required. Choose View Report, Print Format, and Summary as needed.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 6: Run and Review Results<\/strong><\/h3>\n\n\n\n<ol start=\"6\" class=\"wp-block-list\">\n<li>Click OK and review Sales Transaction, Business Partner, Date Invoiced, Margin, Line Amt, Discount, limits, List Amt, Product Category, and Invoiced.<\/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 class=\"has-fixed-layout\"><tbody><tr><td><strong>Field<\/strong><\/td><td><strong>Sample Value<\/strong><\/td><td><strong>Description<\/strong><\/td><\/tr><tr><td>Date Invoiced<\/td><td>05\/01\/2026 \u2013 07\/31\/2026<\/td><td>Defines the invoice reporting period.<\/td><\/tr><tr><td>Sales Transaction<\/td><td>Selected<\/td><td>Includes sales transaction activity.<\/td><\/tr><tr><td>Business Partner<\/td><td>ALPHA RETAIL SOLUTIONS<\/td><td>Filters results to the customer.<\/td><\/tr><tr><td>Product Category<\/td><td>SPORTS SHOES; Standard<\/td><td>Filters results to selected categories.<\/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 Product<\/td><td>Selects the report output definition when available.<\/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-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"552\" src=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/TenthPlanet-iDempiere-Report-quarterly-invoice-customer-by-product-2-1-1024x552.png\" alt=\"TenthPlanet-iDempiere-Report-quarterly-invoice-customer-by-Product-1\" class=\"wp-image-27562\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/TenthPlanet-iDempiere-Report-quarterly-invoice-customer-by-product-2-1-1024x552.png 1024w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/TenthPlanet-iDempiere-Report-quarterly-invoice-customer-by-product-2-1-300x162.png 300w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/TenthPlanet-iDempiere-Report-quarterly-invoice-customer-by-product-2-1-768x414.png 768w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/TenthPlanet-iDempiere-Report-quarterly-invoice-customer-by-product-2-1.png 1224w\" 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 class=\"has-fixed-layout\"><tbody><tr><td><strong>Output Field<\/strong><\/td><td><strong>Business Meaning<\/strong><\/td><\/tr><tr><td>Sales Transaction<\/td><td>Indicates the row is based on sales transaction activity.<\/td><\/tr><tr><td>Business Partner<\/td><td>Customer associated with the reported activity.<\/td><\/tr><tr><td>Date Invoiced<\/td><td>Invoice date represented in the result.<\/td><\/tr><tr><td>Margin % \/ Margin<\/td><td>Reported margin percentage and amount.<\/td><\/tr><tr><td>Line Amt<\/td><td>Reported invoice line amount.<\/td><\/tr><tr><td>Discount \/ Discount %<\/td><td>Reported discount amount and percentage.<\/td><\/tr><tr><td>Limit Amt<\/td><td>Limit amount shown by the report.<\/td><\/tr><tr><td>List Amt<\/td><td>List amount shown for comparison.<\/td><\/tr><tr><td>Product Category<\/td><td>Category associated with the reported products.<\/td><\/tr><tr><td>Invoiced<\/td><td>Invoiced value displayed by the report.<\/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 class=\"has-fixed-layout\"><tbody><tr><td><strong>Issue<\/strong><\/td><td><strong>Cause<\/strong><\/td><td><strong>Resolution<\/strong><\/td><\/tr><tr><td>No rows returned<\/td><td>No matching data for selected filters.<\/td><td>Widen Date Invoiced and verify customer\/category filters.<\/td><\/tr><tr><td>Wrong customer<\/td><td>Business Partner filter is incorrect.<\/td><td>Select the intended Business Partner and rerun.<\/td><\/tr><tr><td>Missing category<\/td><td>Category filter excludes required data.<\/td><td>Add the required Product Category.<\/td><\/tr><tr><td>Sales data missing<\/td><td>Sales Transaction is not enabled when required.<\/td><td>Enable Sales Transaction and rerun.<\/td><\/tr><tr><td>Unexpected period<\/td><td>Start or end date is incorrect.<\/td><td>Verify both Date Invoiced values.<\/td><\/tr><tr><td>Wrong output format<\/td><td>View Report or Print Format differs.<\/td><td>Select the intended output option.<\/td><\/tr><tr><td>Background run not used<\/td><td>Run as Job was not selected.<\/td><td>Select Run as Job for background processing.<\/td><\/tr><tr><td>Summary differs<\/td><td>Summary setting changed presentation.<\/td><td>Review Summary before execution.<\/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 transaction verification.<\/li>\n\n\n\n<li>Validate Product Category and Product records when category results need checking.<\/li>\n\n\n\n<li>Use Business Partner information to investigate customer purchasing patterns.<\/li>\n\n\n\n<li>Export or print results for quarterly management review.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The Quarterly Invoice Customer by Product report provides a customer-focused view of invoiced retail activity by product category for a [&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-27551","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\/27551","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=27551"}],"version-history":[{"count":2,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27551\/revisions"}],"predecessor-version":[{"id":28157,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27551\/revisions\/28157"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=27551"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=27551"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=27551"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}