Add fields to your report You can bring additional fields into your report. Available fields are shown under the Free characteristics heading on the left of the screen. Click and drag the item you would like included in your report, and drop the field between the appropriate columns (where you see a vertical black line appear). Drill through to accounting document From the actual transactions report, you can drill through to view the details of an individual accounting document. To do this, hover your cursor over the Document Ref of the line you would like to drill through on and click the right mouse button. A Number menu will be returned. Select Goto, followed by Accounting Document. Note: you cannot drill through to the accounting document for payroll or purchase order related postings i.e. document types WE (goods receipt) RN (supplier invoice prior IBC) ZN (supplier invoice IBC), AB (accounting doc). Drill through to purchase order details You can also drill through to view details of a purchase order. To do this, click the right mouse button over the PO Number you would like to drill down on. A menu will be returned. Select Goto, followed by PO Details. Drill through to purchasing history From the Purchase Order Line Items report (above) you can drill through further to view goods receipts and invoices against individual purchase lines. To do this, click the right mouse button on the PO Doc Number you would like to drill down on. Select Goto, followed by Purchasing History.
Add fields to your report You can bring additional fields into your report. Available fields are shown under the Free characteristics heading on the left of the screen. Click and drag the item you would like included in your report, and drop the field between the appropriate columns (where you see a vertical black line appear). Drill through to accounting document From the actual transactions report, you can drill through to view the details of an individual accounting document. To do this, hover your cursor over the Document Ref Number of the line you would like to drill through on and click the right mouse button. A menu will be returned. Select Goto, followed by Accounting Document. Note: you cannot drill through to the accounting document for payroll or purchase order related postings i.e. document types WE (goods receipt) RN (supplier invoice prior IBC) ZN (supplier invoice IBC), AB (accounting doc). Drill through to purchase order details You can also drill through to view details of a purchase order. To do this, click the right mouse button over the PO Number you would like to drill down on. A menu will be returned. Select Goto, followed by PO Details. Drill through to purchasing history From the Purchase Order Line Items report (above) you can drill through further to view goods receipts and invoices against individual purchase lines. To do this, click the right mouse button on the PO Doc Number you would like to drill down on. Select Goto, followed by Purchasing History.
AdditionalworkinstructionsHCCfinancereports.docx