00:08Pagkatapos po natin mag-transact ng mga create invoices na transaction para sa ating mga customers,
00:14subukan natin gumawa ng report nito.
00:16Dahil po ang create invoices ay isang type ng transaction, meron po itong report.
00:22Ang report nito ay makikita sa menu bar by clicking Reports,
00:28Tapos, Customers and Receivables.
00:32Customers and Receivables, parang familiar.
00:36Teka nga.
00:39Punta muna tayo dito sa list tapos chart of accounts.
00:46Kaya pala familiar, accounts receivable na account.
00:50Dahil ang create invoice ay nagre-record ng mga transaction sa ating accounts receivable,
01:01Customers and Receivables.
01:05Kaya pala may similarities.
01:10Pagkatapos sa Customers and Receivables,
01:14dito tayo sa Customer Balance Summary na report.
01:19Click natin.
01:23Ito po, yung balance ng ating mga customers.
01:26Balance po nila.
01:27Ibig sabihin, ito po yung mga utang nila sa atin.
01:31Mga balance.
01:33Gaya po ng ibang report na pinakita ko sa inyo sa ating previous lesson,
01:36alas pare-pareho lang po sila.
01:38Meron din po itong date range,
01:42print kung gusto natin i-report,
01:46at ma-rearrange ang column.
01:48I-adjust ang font by right-clicking.
01:51Ayan po.
01:53I-close ko muna itong window natin sa chart of accounts.
01:58Tapos, dito sa ating homepage,
02:01sa Customer section,
02:03i-click ko lang itong Customer na icon
02:05para i-open natin yung Customer Center.
02:10Ipagtabi ko lang po yung ating Customer Center
02:12at ang report natin sa Customer Balance Summary.
02:17Pareho po ba?
02:21Pareho po, diba?
02:23Dahil base po ang report natin
02:25at ang data dito sa ating Customer Center
02:29sa ating chart of accounts
02:32na accounts receivable.
02:36Dito sinave ang transaction na Create Invoice.
02:38Dito rin kukunin o huhugutin
02:41ang ating mga reports.
02:44Kaya base po sa ating account na accounts receivables,
02:47ito po yung data sa ating Customer Center.
02:51Sa mga balance ng Customer sa atin
02:53o yung mga utang ng Customer sa atin,
02:55ganun din ang ating report.
02:57Close ko na ang ating Customer Center
02:59at ang ating chart of accounts.
03:03Sama na rin natin itong homepage
03:05para walang distraction.
03:07Pagkatapos po natin i-open
03:08ang ating Customer Balance Summary.
03:12Balik tayo sa ating reports
03:14sa menu bar,
03:15tapos Customers and Receivables pa rin,
03:18na yun naman,
03:19Customer Balance Details.
03:24Pareho po ba ang total?
03:28Pareho po.
03:315,074 po ang total
03:32dito sa ating Customer Balance Summary.
03:36Dito naman,
03:37sa Customer Balance Detail,
03:415,074 din
03:42ang total.
03:46Ngayon po,
03:47kung titignan natin,
03:49pareho rin po
03:49ang total sa each customer.
03:53Ang pinagkaiba lang
03:54dito sa Customer Balance Detail,
03:56meron po mga transaction
03:58na bumubuo
03:59sa each total ng mga customers.
04:03Tadaan po itong mga report
04:05na ginawa natin
04:06under po
04:07sa Customers and Receivables
04:09na Customer Balance Summary
04:10at Customer Balance Detail
04:11ay report po
04:13ng mga utang ng mga customers,
04:15mga record po
04:16ng mga transaction
04:16sa pag-record
04:17ng mga utang nila.
04:19Binenta natin sila
04:20as utang.
04:22May isa pa po tayong report
04:25na under pa rin
04:26sa Customers and Receivables.
04:28Ito pong
04:29Open Invoices.
04:32Ito pong Open Invoices
04:33ay hanos pareho lang po
04:35sa Customer Balance Detail.
04:37Pero,
04:38magiging magkaiba ito
04:41pag nag-umpisa na magbayad
04:43ang ating mga customers.
04:45Sa ngayon,
04:46utang pa po ito
04:47kaya
04:47wala pa po itong
04:48pinagkaiba.
04:50Meron lang nadagdag na kolom
04:51itong PO.
04:52Tanggal na lang natin
04:53para lumuwag.
04:54Ayan po.
04:55Dito po sa Customer Balance Detail,
04:57tanggalin ko na rin
04:57itong account na kolom
04:59para lumuwag.
05:01Ayan po.
05:02Alas pareho lang po sila.
05:04Open Invoices,
05:065,074 din yung
05:07overall total.
05:09At ganun din
05:10sa mga total
05:11sa each customer.
05:13Kaya kung pareho
05:14ang Open Invoices
05:15sa report na
05:17Customer Balance Detail,
05:18automatic,
05:19pareho din po ito dito.
05:22Pero tulad nga
05:23ng sabi ko,
05:24itong Open Invoices
05:25ay magbabago
05:26pag nag-umpisa
05:27na magbayad
05:27ang ating mga customers.
05:29Ganun din
05:30ang Customer Balance Detail
05:31pero magkaiba sila
05:32ng itsura.
05:35Pero sa ngayon,
05:36pinakita ko muna sa inyo
05:37yung mga report natin
05:38sa ating
05:39Create Invoices
05:40na transaction.
05:41Dahil ang Create Invoices
05:42na transaction
05:42ay pag-record
05:44ng mga benta
05:44na pa-utang.
05:46Importante na meron
05:47itong report
05:47para makita natin
05:48yung outstanding balance
05:49ng ating mga customers.
05:51At alam natin
05:52yung status
05:52sa pinautang natin.
05:54At magkano na
05:55yung kabuuhang total
05:56ng utang ng customer.
05:58Sa ngayon po,
05:59dahil wala pa tayo
06:00natatanggap na bayad,
06:01buo pa po
06:02yung mga utang nila sa atin.
06:04Kaya tandaan,
06:05ang mga reports na ito
06:05ay makikita
06:06dito
06:07sa reports
06:08tapos
06:09customers and receivables
06:11customer balance summary
06:13customer balance detail
06:14at open invoices.
06:19Ang report po natin
06:20sa ating customers and receivables
06:23at customer balance summary
06:25tapos customer balance detail
06:27ay magkakonekta po.
06:29Dahil kung titignan natin
06:30dito sa customer balance summary,
06:34meron din po itong
06:35quick zoom
06:36pag tinapat natin
06:38sa mga figures
06:39ng ating mga customers
06:40o yung mga utang
06:41na balance nila.
06:44Dahil pag pinili natin
06:46kunwari
06:46si company customer 2
06:48tapos i-double click natin
06:50para ma-quick zoom
06:54lalabas po siya
06:55sa customer balance detail
06:56pero
06:57si company customer 2 lang.
07:02Dahil kung
07:05customer balance detail
07:06tayo kagad
07:07dito sa reports
07:09lahat po lalabas.
07:12Pero kung dadaan muna tayo
07:14sa customer balance summary
07:15tapos pipili tayo
07:16ng customer
07:17kunwari
07:17si company customer 3
07:18naman ngayon
07:19itapat natin
07:20yung cursor natin
07:21para maging magnifying glass
07:22para lumabas yung cursor
07:24na quick zoom
07:26at pag dinouble click
07:27natin to
07:29lalabas po yung
07:30customer balance detail
07:31na report
07:31pero
07:31si company customer 3 lang.
07:36Mas nakiespecify po siya.
07:39Tapos
07:40pag i-double click
07:41natin to ulit
07:42or another quick zoom
07:43dadali na tayo
07:44sa each transaction nito.
07:50Ayan po.
07:55Itong mga items
07:57na nakikita natin
07:57sa invoice
07:58hindi natin nakikita
07:59dito sa customer balance detail
08:01dahil
08:02naka-focus lang po ito
08:03sa per transaction.
08:06Kaya itong transaction na ito
08:08na may number na
08:09SI
08:09number 6
08:11meron pala itong
08:12tatlong item.
08:16Kaya ayan po
08:17naka-per transaction
08:18lang po ito.
08:21One invoice transaction
08:22one invoice transaction
08:24at one invoice transaction.
08:28Ang pinakadulo ng quick zoom
08:30ay yung transaction.
08:33Balikan pala natin
08:35yung report natin.
08:38Dito
08:38sa ating sales orders
08:42na by customer
08:43at by item.
08:46Kung matatandaan ninyo
08:47pinakita ko sa inyo
08:48yung report natin
08:49sa open sales orders
08:50nung gumawa tayo
08:51ng open sales orders.
08:53Open natin.
08:55Mapapansin ninyo
08:56wala na tayo makitang
08:57mga sales orders
08:58dito na transaction.
09:00Bakit kaya?
09:02Wala na pong transaction
09:04sa ating open sales orders
09:05dahil kung babalikan natin
09:08yung ating
09:09sales orders na transaction
09:11dito sa section
09:12ng customers
09:17meron na po itong stamp
09:18na invoice in full
09:21at close.
09:22At lahat
09:23ng mga sales orders
09:24natin
09:25meron na pong stamp
09:26ng invoice in full.
09:31Ibig sabihin
09:32pag meron na po itong stamp
09:34hindi na po siya
09:35open na sales order.
09:37Either
09:37serve in full
09:38or
09:38close na.
09:42Tulad nito
09:43at tulad nito.
09:51Kaya wala na po tayo
09:53makikita
09:53ng open sales orders
09:54dito sa ating report
09:55na open sales orders
09:57mapa by customer man
09:58or
09:59open sales orders
10:00by item.
10:02Pero kung gagawa kayo
10:03ulit ng sales order
10:04na transaction
10:06kunwari
10:07kay
10:07Randy Ortiz
10:13kunwari taglilima lang
10:17105 ang total
10:20SO number 8
10:21as of February 15,
10:232026
10:24save view
10:25natin
10:25tapos
10:26previous natin
10:27sandali
10:30ayan
10:31wala pong stamp
10:32yan
10:34kaya
10:34expected natin
10:36pag gagawa tayo
10:37ng report
10:40sa ating
10:41open sales order
10:42by customer
10:45meron na
10:45meron na tayo
10:47makikita
10:47dahil meron tayong
10:49open sales order
10:50na hinihintay natin
10:52maserve
10:52gamit ang
10:53great invoice
10:56naka per customer
10:57yan
10:59ito naman
11:00naka
11:01per item
11:02ng open sales orders
11:03na report
11:05yan
11:08kaya po
11:09pag sinerve natin to
11:09gamit ang
11:10great invoice
11:11expected natin
11:12either invoice in full
11:13or close
11:14mawawalan na po
11:15sa open sales orders
11:16na report
11:20kaya ganun po
11:22ang pag-generate
11:22ng ating report
11:26sa mga balance
11:27ng ating customer
11:30hinihintay nga
11:30kaya ganun po
11:31api
11:33kaya ganun po
11:34man
11:34kaya ganun po
11:35kaya ganun po
11:36kaya ganun po
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