Requirement:
The client requires an itemized statement for customers that can be generated by Sales Order. The solution is to include a print option directly on the Sales Order form.
The itemized statement should include:
- All items listed on the sales order, with their amounts, subtotals, tax totals, and balance.
- All customer deposits linked to the sales order, including deposit number (CD#), amount, date, and new balance due.
- Any credit memos issued, with refund details and the new balance due.
- Any returns associated with invoices created from the sales order, with amounts and new balance due.
MHAUN-74 Itemized Statement by Sales Order.xlsx