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With the Customer - Supplier module in Workcube, customers, prospective customers, suppliers, partners and even competitors can be recorded in detail in the system. When the number of these accounts reaches serious figures, a detailed, fast and effective reporting tool is needed. This need is met by the standard reports that come ready with the installation.

Path: BI - Report > Standard Reports > Customer - Supplier

Basically, there are 3 reports related to the Customer - Supplier module. Two of them are standard reports that will be mentioned in this article, and the third is the Member Management Dashboard page.

Note:If you want to examine the general status of corporate and individual members without making in-depth analysis, information about the relevant dashboard page can be found in the article titled "Member Management".

Let's examine these two reports now.

Detailed Member Analysis. Report

Corporate, individual and contact persons can be examined in separate categories according to certain selections.

Selections are made according to process stage, member type, customer value, task / position, sector, sales region, affiliated member, branch relationship, relationship type, member status, employee status and logo status. For example, When it is desired to report accounts with "A+" customer value, the selection is made from the customer value field.

By selecting corporate, individual or individuals with the report type option, the report enables the reporting of accounts opened under the relevant function.

Selections can be made according to country, province and district. At the same time, those who use E-Invoice and E-Archive can also be filtered in the report.

Accounts can be categorized and reported according to sales and purchase payment method information.

Representative, reference member, current account and account registrant can be selected.

All accounts that have been subjected to any member analysis form in the Analyzes area can be reported here. For example Let's assume that a member analysis form called "Market Research Survey" has been created. It is possible to report the accounts that fill out this form here.

Selections are made according to the account category and a report is prepared in line with these selections.

The titles of the report are created according to the categories selected from the list category field. Attention: It is mandatory to select the List Category field.

It is possible to make selections according to the company, micro region code, additional information and registration - membership start dates.

The last three options of the report are the options of bringing those who do not want to receive e-mail - SMS and having the member team come. Report filters are completed according to these selections.

By clicking the "Run" button, the desired report is obtained.

Options in the fields vary depending on the main data of each company. Selection is made according to parametric definitions made in accordance with the company management. For example, since a company sells in Europe, it adds the relevant countries to its system as sales regions, so those countries are included as options in this report. However, a company that sells only domestically does not need to be included in the European system as a sales region option.

Member Accounting Codes

If the accounting codes of the members in the system are desired to be listed, this report is used.

Listing can be done based on current accounts, as well as listings can be made according to member categories. Some of the members may have been made passive, if only active accounts are to be displayed, the selection should be made.

The accounting codes of some accounts may be undefined, if they are not desired to appear in the report, the selection should be made.

Note: How to make the relevant definitions in the article titled "Corporate and Individual Account Accounting Definitions" can be learned.

Type: If the data related to this module is desired to be analyzed in a different way, it is possible to develop a special report. This development request must be shared with the Workcube head office. The appointed Workcube Expert will develop this special report for the institution.

XML-Einstellungen

Die XML-Einstellungen definieren seitenbezogene Betriebsregeln. Die Einstellung erfolgt im XML-Bereich unter Seiteneinstellungen auf jeder Seite.

xml_member_analysis_info Üye Analiz Form Bilgileri Gelsin

Evet = 1 Hayır = 0

Seçim

xml_member_add_info Üye Ek Bilgi Alanları Gelsin

Evet = 1 Hayır = 0

Seçim

xml_list_memberid Liste Kategorisinde Uye Id Gelsin

Evet = 1 Hayır = 0

Seçim

xml_list_branch_related Liste Kategorisinde CRM Şube İlişkileri Gelsin

Evet = 1 Hayır = 0

Seçim

xml_list_category_alphabetically Liste Kategorisi Alfabetik Gelsin mi?

Evet = 1 Hayır = 0

Seçim

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Über Workcube-Objekte

Ausführlicher Mitgliederanalysebericht

Ermöglicht detaillierte Berichte über Kunden, Lieferanten oder potenzielle Mitglieder. Es ermöglicht die Durchführung von Analysen in Abhängigkeit von den darin enthaltenen Unternehmens-/Einzelkonten oder das Abrufen von Details, z. B. ob die erstellten Analyse-/Umfrageformulare ausgefüllt wurden.

Type: Report Version: Catalyst v20 Licence: Standard Author: Workcube Core

Verwandte Inhalte

2.2.1.10. Mitgliederverwaltung

Mit dem Mitgliederverwaltungs-Dashboard-Bericht kann der Status der im System registrierten Unternehmens- und Einzelmitglieder auf einem einzigen Bildschirm überprüft werden.

Fortsetzung

2.2.1.5. Individuelle Konten

Das Individual Account Management dient der Verwaltung von Kunden, die keiner bestimmten Institution zugeordnet sind und an die Einzelverkäufe getätigt werden.

Fortsetzung

Unternehmenskonten

Es bietet die Möglichkeit, alle Informationen zu einem Firmenmitglied gemeinsam einzusehen und zu verwalten. Kunden, Lieferanten usw. Es dient als Managementzentrum für Geschäfte, Kommunikation und Beziehungen zu allen Unternehmen und Institutionen, mit denen wir Geschäftsbeziehungen unterhalten.

Fortsetzung

2.1.3.2. Definitionen für die Buchhaltung von Firmen- und Einzelkonten

Es sollten buchhalterische Definitionen von Transaktionen wie Käufen, Verkäufen, Zahlungen, Inkasso, Vorschüssen und Garantien mit Kunden und Lieferanten erstellt werden.

Fortsetzung

Release-Notiz auflisten

Autorisierte Listenkategorie im detaillierten Mitgliederanalysebericht

Bearbeitete Funktion:Standardberichte > Unternehmenskonten werden jetzt einzeln ausgewählt, wenn „Berechtigt“ aus den Listenkategorieoptionen im detaillierten Mitgliederanalysebericht ausgewählt wird.

Feature Cognitive 11.02.2025 tasks/152103_gulbaharinan → master

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