59.5.4.13 Individual Order

Report Description

The Individual Order report allows you to generate a document containing information on a single order and its lines, including commission information, scheduling interval, and invoicing details.

Report Filters

All the parameters that permit a detailed report generation have been spread across seven different tabs to allow a more manageable configuration. By default, all filters are disabled (i.e., either blank or unselected); to enable them, it is enough to configure at least one parameter inside. Available filters include:

Order

•Include expired: Enable this option if it is intended to be included in the report, also those orders which have already expired,

•Description: It MUST be specified here the order to which the report is related,

Order holder

Indicate if the order is addressed to a customer, agency or an end user. This option is essential when using the 'standard layout'.

Printing options

•New Layout: Selected by default, this layout will generate an order-like document containing all the primary order information as well as the lines present on it,

•Standard Layout: This layout will generate a customizable document containing the primary order information and contractual lines. It allows to set the following parameters:

- Top margin: Specify a custom value (in millimetres) for the top margin,

- Bottom margin: Specify a custom value (in millimetres) for the bottom margin,

- Print blocks list: Enable this option to print blocks related to the order lines,

- Print unit price: Enable this option to display the unit price of each order line,

- Print commission percentages: Enable this option to include the commission percentages of each order line.

Report Preview

The [Settings] permits configuring the page layout of the outgoing document; once filters and settings have been set, it will be possible to select between displaying a preview using the related [Preview] button or printing the document directly using the [Report] button. Please note that some reports permit the export of the generated document in the most common formats (PDF, CSV, doc, xls, XML, etc) just by using the [Export] button.

New layout:
Individual_Order_preview

Standard layout:
3700_Standard_layout