024748: Adjustments to date range used by the Combined Invoice Report

1.   Overview

KCSL have made changes to the Combined Invoice Report so that it uses invoice date instead of issued date to be more in line with other financial reports.

2.   Specification

Changes are to be made to the Combined Invoice Report so that:

a) It uses the "invoice date" as its date range filter, and ( the filter sql where clause within the report needs to use invoice date to achieve this).

b) Displays the "invoice date" on the report under the Date column

Currently the perception is that both of these are using the Issue Date, this will be confirmed and modified as part of this development.

3.   Configuration

An updated application will be provided with this functionality. No further configuration is required.

4.   Usage

After applying the above Configuration, typical steps for usage would include:

1. Open a [ Customer | Statement ] tab.
2. Click ‘Print’ button.
3. Tick the ‘Print combined invoice’ button.
4. Input a date range.
5. Click go.
6. See that the invoices shown on the combined invoice report are only those invoices whose ‘invoice date’ match the date range.
7. See that the ‘date’ column in the grid is now populated by ‘invoice date’ and not ‘issued date’.