In a quote or order line, a specification allows you to specify an additional action for final production. Specifications can be charged to a customer independently of the number of final products and both separately or together with the final products.

The standard report 'Revenue by Country Debtor Overview' shows the revenue by country and by debtor. Through the parameter, invoice numbers and amounts can also be displayed here.

The standard report 'Result per Customer based on Production Order' shows the pre-calculation and actual cost amounts and times of all production orders that have been reported financially ready in the current selected fiscal year. It provides a breakdown by material, operations, and outsourcing. The report is grouped by customer.

The standard report 'Planning Overview Sales' provides an overview of sales orders and related production planning. Each order line displays information about items, quantities, delivery dates, planned production, reporting ready, and related operations. The report indicates whether the operation has started or finished, if the planned dates have been met, and if certain data is missing. Through visual signaling, it helps monitor delivery times and follow up on production activities.

The standard report 'Order List Financial per Sales Order' shows a financial summary per sales order, such as the order amount, the amount on the balance sheet, and the WIP costs. The order amounts shown are the sum of the total price of the non-historical lines on the sales order.

The standard report 'Result Comparison Debtors' shows the difference between actual revenue and budget per debtor. It compares the performance of customers by calculating the difference in euros and the percentage compared to the budget per debtor. Depending on the chosen sorting, debtors with the largest positive or negative difference are displayed. The report helps analyze variations in customer revenue and supports commercial or financial follow-up. Positive differences are displayed in green, negative in red.

The standard report 'Reminder' shows a reminder with an overview of outstanding invoices per debtor. It indicates for each invoice what the outstanding amount is, when the payment term has expired, and how long the invoice has been outstanding. Amounts are split into age categories (such as 0-30, 31-60, and more than 90 days). The report includes accompanying text and visual signals and is intended to encourage debtors to pay their outstanding balances.

The standard report 'Order List Financial' shows the financial status of sales order lines within a selected period. It provides insight into intake, invoiced amounts, installment invoicing, and work in progress (WIP) per order line, broken down by man-hours, material, machine costs, and outsourcing. The data is grouped per sales order or as stock order and includes both totals and ratios (such as % invoiced and % WIP).

The standard report 'Top N Debtors Analysis' shows an analysis of the top-N debtors based on revenue, intake, and outstanding amount. In addition to the financial values, cumulative percentages and payment behavior are also displayed, such as the number of deliveries early, on time, or late. Debtors outside the top-N are merged into one line. The report provides insights into customer performance and risks, and supports the evaluation of key customer relationships.

The standard report 'EU Sales Listing' shows the EU Sales Listing for the selected period. The report displays the total amounts of deliveries and the total amounts of deliveries and services. The data is grouped by country. In the report, it is possible to display the invoices for that country per debtor. The total amount should correspond to the amount in category 3B: Delivery to/services in countries within the EU.

The standard report 'ICP declaration' shows the ICP declaration Belgium for the selected period. The report displays the total amounts of the transactions. The data is grouped by type: S or L.

The standard report 'Order Result per Period' shows the order result for the current fiscal year, including cost prices, revenue, and margin per invoice line. It provides insights into the added value and margin per order line, broken down by components such as man-hours, machine costs, materials, and outsourcing. The data is grouped by debtor and includes totals and percentages per cost type. The report supports the analysis of sales order profitability over time.

The standard report 'Outstanding Items Debtors' provides an overview of all customer invoices that are not fully paid at a specific point in time. This report is an important part of financial administration and is used to map the short-term receivables of an organization. The report displays the outstanding amounts per customer, supplemented with relevant data such as invoice numbers, invoice dates, due dates, and any paid or outstanding amounts. This allows for immediate visibility into which customers have not (partially) paid yet, how much money is outstanding from debtors, and how long invoices have been outstanding compared to their due date. This report supports accounts receivable management in following up on overdue payments and also serves as a basis for liquidity forecasts, month-end closings, and the annual financial statements.

The standard report 'Delivery Reliability Debtors' shows the delivery reliability of deliveries to debtors. It compares the planned delivery date with the actual delivery date per sales order line and categorizes it as 'on time', 'early', or 'late'. A summary overview is provided per debtor in the form of a pivot table, with quantities and percentages per delivery status. This helps in assessing the delivery performance towards customers and identifying structural deviations.

The standard report 'Open Sales Orders Concised' shows all open sales order lines that have not yet been fully delivered. This information can be used to check which sales order lines still need to be delivered.

This article contains the commonly used API calls for Relationships.

This article contains the frequently used API calls for Sales Orders.

Sometimes you do not need a quote and can directly create the sales order. In this article, you will learn how to create a sales order for a debtor by filling in the details in the header.

It is possible to deliver and/or invoice orders in parts. This can be done in two ways: not all lines of a sales order are delivered or invoiced at once, or not all quantities of a line are delivered or invoiced at once.

In the My Company module, you can find the report Summary of Open Sales Orders (8638) in the sample view. This report provides an overview of all sales order lines that have not yet been delivered.