Reports

🌐 NL · Last reviewed: 27 May 2026

Reports — Sales and invoicing

DXSteel reports and batch jobs around sales, invoicing, and accounts receivable. Batch jobs (Processing reports) change data; Reports produce a printable result.

Batch jobs

Job	What it does	When to run
Combine Shipments	Combines multiple shipment lines into one sales invoice per customer.	Periodically (daily or weekly) after posted shipments.
Get Sales Quotes	Extracts lines from released sales quotes into purchase requisitions for drop shipment or special orders.	When you want to push quotes through to vendors.
Calculate Credit Limits	Recalculates customer credit limits based on the Credit Limit setup.	Periodically (monthly) or after large order changes.
Delete Expired Sales Quotes	Deletes sales quotes older than the period defined in setup.	Monthly as housekeeping.
Suggest Sales Price on Worksheet	Generates price proposals from the Sales Prices master into a worksheet, with optional discounts/surcharges.	On price-list change.
Invoices - Send Automated Job	Automated job that sends posted invoices to customers; logs result per invoice.	Schedule daily in the Job Queue.
Batch Post & Send Sales Invoices	Posts and sends released sales invoices in batch.	At day-end close.
Sales Cr.Memo Automated Job	Automated job that sends posted credit memos to customers.	Schedule daily.
Batch Post & Send Sales Cr.Memos	Posts and sends released credit memos in batch.	At day-end close.

Report	What it produces
Customer - Balance to Date	Customer ledger overview with balance as of a date.

Automated jobs often process many records — schedule them outside business hours and monitor through Job Queue Log.