How to Search, Filter and Group the GRN Bill Details Report in Odoo Invoicing
The GRN Bill Details Report in Odoo Invoicing helps you easily track vendor bills created from Goods Received Notes. By using the search, filter and group options, you can quickly find the exact information you need.
Opening the GRN Bill Details Report
To access the report, go to the main menu and open Invoicing. From there, click Reporting, then in Basic Reports, select GRN Bill Details. This will open the complete list of GRN related bills, which you can refine further using different tools.
Search Options in the Report
The search bar allows you to quickly find records using important fields. You can type the GR Bill number, the vendor name, the vendor’s bill number, or the purchase order number. You can also search by product name, HSN code, or the bill date. These search options help you directly jump to the information you want without scrolling through the full list.
Applying Quick Search Options
You can also use quick search fields in the report. Here, you can select a date range to view bills for a specific period, choose a product from the drop down list, or pick a particular vendor. You can also select a company if you work with multiple companies. Clicking the Search button will show the results immediately, and the Reset button clears all selections if you want to start again.
Applying Filters for Detailed Results
For more advanced searching, you can use filters available in the drop down beside the search bar. You can filter the report to show invoices, credit notes, posted bills, drafts, or cancelled bills. The bill date filter gives ready-to-use options like the last three months, quarterly views, and even the last three years. You can also choose a specific month, and the year will update automatically.
If you need a more custom filter, you can add your own. When you click “Add Custom Filter,” a pop-up opens with options to choose the field, operation, and value. For example, you can filter by purchase order number and choose whether it should match exactly or just contain a certain text. After selecting the details, click Add to apply the filter.
Grouping the Report for Better Analysis
Grouping helps you organize the report in a meaningful way. By clicking the drop down in the search bar and selecting Group By, you can choose to group your data by GR Bill, vendor, company, purchase order number, or product. This makes it easier to compare related records.
You can also group by bill date. Options include grouping by year, quarter, month, week, or day, depending on how detailed you want the report to be. If you want more grouping options, you can click “Add Custom Group” and choose from additional fields to organize the data in the way that suits your analysis.
