Ärianalüütika aruanded

 

Selles juhendis kirjeldatakse ERPLY Booksi salvestatud aruandeid aruandegeneraatoris, mis aitavad analüüsida ettevõtte ostu- ja müügiarvete laekumisi, makseviivitusi ja DSO-d. 

Peaaegu igal aruandel on 2 versiooni (v.a. mediaanil, müügimahul, hilinemisel):

  • Kliendi/hankija keskmine – näitab keskmist väärtust kogu partneri lõikes
  • Arve kaupa – näitab igat arvet eraldi reana (kuhu tavaliselt lisatakse arve ID, kuupäev ja tähtaeg)

Peamiste veergude selgitus:

  • Arved.Klient/Hankija – Klient/Hankija nimi (klikitav – peale vajutades saab avada kontakti)
  • Arved.Arve kokku – kliendi/hankija arve(te) kogusumma
  • Arved.ID – Arve identifikaator (klikitav – peale vajutades saab avada arve)
  • Arved.Kuupäev – Arve koostamise kuupäev
  • Arved.Tähtaeg – Arve maksetähtaeg
  • Kontaktid.Mobiil – Klient/Hankija kontaktandmed
  • Kontaktid.Telefon – Klient/Hankija kontaktandmed
  • Kontaktid.E-mail – Klient/Hankija kontaktandmed
  • Kontaktid.Päevi tähtajani – Maksetähtaeg päevades, mida saab seadistada igale kontaktile individuaalselt (Kontaktide seadetes → Päevi maksetähtajani)

Lisaks on igal aruandel ka omad spetsiifilised veerud, mis selgitatakse iga aruande juures eraldi. Igal aruandel on ka oma JSONi kood, mis on vajalik aruande lisamisel (vt. Aruannete lisamise alapeatükki )

Kliendi laekumised

 

1.1 Keskmine kliendi laekumise aeg

Antud aruannetes arvutatakse keskmiselt (esimene) või arve põhjal (teine) laekumise aega:

  • Eelviimane veerg näitab maksete laekumise erinevust võrreldes arve tähtajaga.
    Negatiivne väärtus tähendab, et maksed toimusid enne tähtpäeva (nii mitu päeva), positiivne väärtus tähendab, et maksed toimus pärast tähtpäeva.
  • Viimane veerg näitab, mitme päeva pärast arve keskmiselt tasuti (kas kliendi või arve tasandil, sõltuvalt vaatest).

Kliendi keskmine laekumiste päevade arv

JSON:

{"parameters":[{"rules":[{"tableName":"DOCUMENT_SEARCH_INDEX","fieldName":"YEAR","referenceType":"IN","value":"2026","filterName":""}],"index":0},{"rules":[{"tableName":"DOCUMENT","fieldName":"TYPE_CODE","referenceType":"IN","value":"DOCUMENT_SELL|DOCUMENT_POS_SELL","filterName":""}],"index":2},{"rules":[{"tableName":"DOCUMENT","fieldName":"DEL_DATETIME","referenceType":"IS_NULL","value":null,"filterName":""}],"index":3}],"additionalColumns":"","storeParameters":"","outputLayout":"","limit":"","start":"","summaryRowField":"","groupByOnDBLevel":true,"groupByFinal":"","orderBy":"","orderByField":"","comparisonColumns":"","renderers":"","headerMapper":"","organisationIds":"","tables":"DOCUMENT|PAYMENT|ENTITY|DOCUMENT_SEARCH_INDEX","output":"DOCUMENT.CUSTOMER_ENTITY_ID|ENTITY.CONTACT_MOBILE|ENTITY.CONTACT_PHONE|ENTITY.CONTACT_EMAIL|DOCUMENT.SUM_WITH_VAT|PAYMENT.AVERAGE_PAYMENT_DAYS_AFTER_DEADLINE|PAYMENT.AVERAGE_PAYMENT_DAYS_AFTER_INVOICE_CREATED","groupBy":"DOCUMENT.CUSTOMER_ENTITY_ID"} 

Kliendi laekumiste päevade arv (arvete kaupa)

Antud aruandes on loogika samasugune kui eelneval, kuid iga arve võetakse eraldi reana ning lisaks saab vaadata iga arve ID-d (klõpsates peale avaneb antud arve), kuupäeva ja tähtpäeva. 

JSON:

{"parameters":[{"rules":[{"tableName":"DOCUMENT_SEARCH_INDEX","fieldName":"YEAR","referenceType":"IN","value":"2026","filterName":""}],"index":0},{"rules":[{"tableName":"DOCUMENT","fieldName":"TYPE_CODE","referenceType":"IN","value":"DOCUMENT_SELL|DOCUMENT_POS_SELL","filterName":""}],"index":1},{"rules":[{"tableName":"DOCUMENT","fieldName":"DEL_DATETIME","referenceType":"IS_NULL","value":null,"filterName":""}],"index":2}],"additionalColumns":"","storeParameters":"","outputLayout":"","limit":"","start":"","summaryRowField":"","groupByFinal":"","orderBy":"","orderByField":"","comparisonColumns":"","renderers":"","headerMapper":"","organisationIds":"","tables":"DOCUMENT|PAYMENT|ENTITY|DOCUMENT_SEARCH_INDEX","output":"DOCUMENT.CUSTOMER_ENTITY_ID|ENTITY.CONTACT_MOBILE|ENTITY.CONTACT_PHONE|ENTITY.CONTACT_EMAIL|DOCUMENT.ID|DOCUMENT.DATETIME|DOCUMENT.DEADLINE_DATE|DOCUMENT.SUM_WITH_VAT|PAYMENT.PAYMENT_DAYS_AFTER_DEADLINE|PAYMENT.PAYMENT_DAYS_AFTER_INVOICE_CREATED","groupBy":""} 

 

 

1.2 Mediaan laekumise aeg

Kliendi mediaan laekumiste päevade arv

Antud aruandes kuvatakse kliendi mediaanne laekumisaeg:

  • Arved.Median payment days näitab, mitme päeva jooksul arved keskmiselt tasutakse.
  • Arved.Median payment days from deadline – mitu päeva enne (kui arv on negatiivne) või pärast tähtaega (positiivne) maksab klient

 

JSON:

{"parameters":[{"rules":[{"tableName":"DOCUMENT_SEARCH_INDEX","fieldName":"YEAR","referenceType":"IN","value":"2026","filterName":""}],"index":0},{"rules":[{"tableName":"DOCUMENT","fieldName":"TYPE_CODE","referenceType":"IN","value":"DOCUMENT_SELL|DOCUMENT_POS_SELL","filterName":""}],"index":2},{"rules":[{"tableName":"DOCUMENT","fieldName":"DEL_DATETIME","referenceType":"IS_NULL","value":null,"filterName":""}],"index":3}],"additionalColumns":"","storeParameters":"","outputLayout":"","limit":"","start":"","summaryRowField":"","groupByFinal":"","orderBy":"","orderByField":"","comparisonColumns":"","renderers":"","headerMapper":"","organisationIds":"","tables":"DOCUMENT|ENTITY|DOCUMENT_SEARCH_INDEX","output":"DOCUMENT.CUSTOMER_ENTITY_ID|ENTITY.CONTACT_MOBILE|ENTITY.CONTACT_PHONE|ENTITY.CONTACT_EMAIL|DOCUMENT.SUM_WITH_VAT|DOCUMENT.ID|DOCUMENT.DATETIME|DOCUMENT.DEADLINE_DATE|DOCUMENT.DOCUMENT_MEDIAN_PAYMENT_DAYS|DOCUMENT.DOCUMENT_DEADLINE_MEDIAN_PAYMENT_DAYS","groupBy":"DOCUMENT.CUSTOMER_ENTITY_ID"} 

1.3 Lepingutejärgne maksetähtaeg vs tegelik laekumise aeg

Võrdleb kokkulepitud maksetähtaega tegeliku laekumisajaga.

Antud aruandes arvutatakse keskmiselt (esimene) või arve põhjal (teine):

  • Eelviimane veerg näitab, mitme päeva pärast arve(d) keskmiselt tasuti (kas kliendi või arve tasandil, sõltuvalt vaatest)

 

Kliendi arvete maksetähtaeg vs tegelik laekumisaeg

 

JSON:

{"parameters":[{"rules":[{"tableName":"DOCUMENT_SEARCH_INDEX","fieldName":"YEAR","referenceType":"IN","value":"2026","filterName":""}],"index":0},{"rules":[{"tableName":"DOCUMENT","fieldName":"DEL_DATETIME","referenceType":"IS_NULL","value":null,"filterName":""}],"index":1},{"rules":[{"tableName":"DOCUMENT","fieldName":"TYPE_CODE","referenceType":"IN","value":"DOCUMENT_POS_SELL|DOCUMENT_SELL","filterName":""}],"index":2}],"additionalColumns":"","storeParameters":"","outputLayout":"","limit":"","start":"","summaryRowField":"","groupByFinal":"","orderBy":"","orderByField":"","comparisonColumns":"","renderers":"","headerMapper":"","organisationIds":"","tables":"ENTITY|DOCUMENT|DOCUMENT_SEARCH_INDEX","output":"DOCUMENT.CUSTOMER_ENTITY_ID|ENTITY.DEADLINE_DAYS|DOCUMENT.ID|DOCUMENT.DATETIME|DOCUMENT.DEADLINE_DATE|DOCUMENT.SUM_WITH_VAT|DOCUMENT.DOCUMENT_FIRST_PAYMENT_DAYS_AVERAGE","groupBy":"DOCUMENT.CUSTOMER_ENTITY_ID"} 

 

Kliendi arvete maksetähtaeg vs tegelik laekumisaeg (arvete kaupa)

 

JSON:

{"parameters":[{"rules":[{"tableName":"DOCUMENT_SEARCH_INDEX","fieldName":"YEAR","referenceType":"IN","value":"2026","filterName":""}],"index":0},{"rules":[{"tableName":"DOCUMENT","fieldName":"DEL_DATETIME","referenceType":"IS_NULL","value":null,"filterName":""}],"index":1},{"rules":[{"tableName":"DOCUMENT","fieldName":"TYPE_CODE","referenceType":"IN","value":"DOCUMENT_POS_SELL|DOCUMENT_SELL","filterName":""}],"index":2}],"additionalColumns":"","storeParameters":"","outputLayout":"","limit":"","start":"","summaryRowField":"","groupByFinal":"","orderBy":"","orderByField":"","comparisonColumns":"","renderers":"","headerMapper":"","organisationIds":"","tables":"ENTITY|DOCUMENT|DOCUMENT_SEARCH_INDEX","output":"DOCUMENT.CUSTOMER_ENTITY_ID|ENTITY.DEADLINE_DAYS|DOCUMENT.ID|DOCUMENT.DATETIME|DOCUMENT.DEADLINE_DATE|DOCUMENT.SUM_WITH_VAT|DOCUMENT.DOCUMENT_FIRST_PAYMENT_DAYS_AVERAGE","groupBy":""} 

1.4 Keskmine makse hilinemise päevade arv

 

Antud aruandes arvutatakse ainult hilinenud arvete keskmist hilinemist (esimene) või hilinemist arve põhjal (teine):

  • Eelviimane veerg näitab mitu päeva keskmiselt/arve kaupa hilinevad kliendi arve(d)
  • Viimane veerg näitab, mitme päeva jooksul maksab klient oma arve(id) ära (alates arve loomisest).

 

Kliendi keskmine makseviivitus päevades

JSON:

{"parameters":[{"rules":[{"tableName":"DOCUMENT_SEARCH_INDEX","fieldName":"YEAR","referenceType":"IN","value":"2026","filterName":""}],"index":0},{"rules":[{"tableName":"DOCUMENT","fieldName":"TYPE_CODE","referenceType":"IN","value":"DOCUMENT_SELL|DOCUMENT_POS_SELL","filterName":""}],"index":1},{"rules":[{"tableName":"PAYMENT","fieldName":"PAYMENT_DAYS_AFTER_DEADLINE","referenceType":"MORE_THAN","value":0,"filterName":""}],"index":2},{"rules":[{"tableName":"DOCUMENT","fieldName":"DEL_DATETIME","referenceType":"IS_NULL","value":null,"filterName":""}],"index":3}],"additionalColumns":"","storeParameters":"","outputLayout":"","limit":"","start":"","summaryRowField":"","groupByOnDBLevel":true,"groupByFinal":"","orderBy":"","orderByField":"","comparisonColumns":"","renderers":"","headerMapper":"","organisationIds":"","tables":"DOCUMENT|PAYMENT|ENTITY|DOCUMENT_SEARCH_INDEX","output":"DOCUMENT.CUSTOMER_ENTITY_ID|ENTITY.CONTACT_MOBILE|ENTITY.CONTACT_PHONE|ENTITY.CONTACT_EMAIL|DOCUMENT.SUM_WITH_VAT|PAYMENT.AVERAGE_PAYMENT_DAYS_AFTER_DEADLINE|PAYMENT.AVERAGE_PAYMENT_DAYS_AFTER_INVOICE_CREATED","groupBy":"DOCUMENT.CUSTOMER_ENTITY_ID"} 

 

Kliendi makseviivitus (arve kaupa)

 

JSON:

{"parameters":[{"rules":[{"tableName":"DOCUMENT_SEARCH_INDEX","fieldName":"YEAR","referenceType":"IN","value":"2026","filterName":""}],"index":0},{"rules":[{"tableName":"DOCUMENT","fieldName":"TYPE_CODE","referenceType":"IN","value":"DOCUMENT_SELL|DOCUMENT_POS_SELL","filterName":""}],"index":2},{"rules":[{"tableName":"PAYMENT","fieldName":"PAYMENT_DAYS_AFTER_DEADLINE","referenceType":"MORE_THAN","value":0,"filterName":""}],"index":3},{"rules":[{"tableName":"DOCUMENT","fieldName":"DEL_DATETIME","referenceType":"IS_NULL","value":null,"filterName":""}],"index":4}],"additionalColumns":"","storeParameters":"","outputLayout":"","limit":"","start":"","summaryRowField":"","groupByFinal":"","orderBy":"","orderByField":"","comparisonColumns":"","renderers":"","headerMapper":"","organisationIds":"","tables":"DOCUMENT|PAYMENT|ENTITY|DOCUMENT_SEARCH_INDEX","output":"DOCUMENT.CUSTOMER_ENTITY_ID|ENTITY.CONTACT_MOBILE|ENTITY.CONTACT_PHONE|ENTITY.CONTACT_EMAIL|DOCUMENT.ID|DOCUMENT.DATETIME|DOCUMENT.DEADLINE_DATE|DOCUMENT.SUM_WITH_VAT|PAYMENT.PAYMENT_DAYS_AFTER_DEADLINE|PAYMENT.PAYMENT_DAYS_AFTER_INVOICE_CREATED","groupBy":""}

1.5 Kliendi hilinenud arvete protsent

Antud aruandes kuvatakse iga kliendi hilinenud arvete (%) koguarvetest :

  • Viies veerg näitab, mitu arvet on tasutud maksetähtajast hiljemalt

  • Eelviimane veerg näitab, kliendi müügimahtu

  • Viimane veerg näitab, kui suur protsent kliendi kõikidest arvetest on tasutud hiljem kui maksetähtaeg.

Aruande nimi: Kliendi hilinenud arvete protsent

JSON:

{ "parameters": [ { "rules": [ { "tableName": "DOCUMENT", "fieldName": "TYPE_CODE", "referenceType": "IN", "value": "DOCUMENT_SELL|DOCUMENT_POS_SELL", "filterName": "" } ], "index": 0 }, { "rules": [ { "tableName": "DOCUMENT", "fieldName": "DEL_DATETIME", "referenceType": "IS_NULL", "value": null, "filterName": "" } ], "index": 1 }, { "rules": [ { "tableName": "DOCUMENT_SEARCH_INDEX", "fieldName": "YEAR", "referenceType": "IN", "value": "2026", "filterName": "" } ], "index": 2 } ], "additionalColumns": "", "storeParameters": "", "outputLayout": "", "limit": "", "start": "", "summaryRowField": "", "groupByFinal": "", "orderBy": "", "orderByField": "", "comparisonColumns": "", "renderers": "", "headerMapper": "", "organisationIds": "", "tables": "DOCUMENT|ENTITY|DOCUMENT_SEARCH_INDEX", "output": "ENTITY.BILLING_NAME|DOCUMENT.CUSTOMER_ENTITY_ID|DOCUMENT.DATETIME|DOCUMENT.DEADLINE_DATE|DOCUMENT.DOCUMENT_COUNT_FIRST_PAYMENT_AFTER_DEADLINE_ONLY_OVERDUE|DOCUMENT.ID|DOCUMENT.SUM_WITH_VAT|DOCUMENT.DOCUMENT_OVERDUE_INVOICES_PERCENT", "groupBy": "DOCUMENT.CUSTOMER_ENTITY_ID" } 

 

Hankijatele tehtavad maksed

 

2.1 Keskmine makseviivitus hankijatele

Antud aruandes arvutatakse keskmiselt (esimene) või arve põhjal (teine) kui suur on viivitus hankijatele (võetakse arvesse ainult hilinenud arved):

  • Eelviimane veerg näitab maksete laekumise hilinemist võrreldes arve tähtajaga. (antud aruandes on väärtused ainult positiivsed). Nt 10 korral hilines arve/keskmiselt hankija kohta 10 päeva
  • Viimane veerg näitab, mitme päeva pärast ostuarve keskmiselt tasuti (kas keskmiselt hankija või arve tasandil, sõltuvalt aruandest).

 

Keskmine makseviivitus hankijatele

 

JSON:

{"parameters":[{"rules":[{"tableName":"DOCUMENT_SEARCH_INDEX","fieldName":"YEAR","referenceType":"IN","value":"2026","filterName":""}],"index":0},{"rules":[{"tableName":"DOCUMENT","fieldName":"TYPE_CODE","referenceType":"IN","value":"DOCUMENT_BUY|DOCUMENT_POS_BUY","filterName":""}],"index":1},{"rules":[{"tableName":"PAYMENT","fieldName":"PAYMENT_DAYS_AFTER_DEADLINE","referenceType":"MORE_THAN","value":0,"filterName":""}],"index":2},{"rules":[{"tableName":"DOCUMENT","fieldName":"DEL_DATETIME","referenceType":"IS_NULL","value":null,"filterName":""}],"index":3}],"additionalColumns":"","storeParameters":"","outputLayout":"","limit":"","start":"","summaryRowField":"","groupByOnDBLevel":true,"groupByFinal":"","orderBy":"","orderByField":"","comparisonColumns":"","renderers":"","headerMapper":"","organisationIds":"","tables":"DOCUMENT|PAYMENT|ENTITY|DOCUMENT_SEARCH_INDEX","output":"DOCUMENT.CUSTOMER_ENTITY_ID|ENTITY.CONTACT_MOBILE|ENTITY.CONTACT_PHONE|ENTITY.CONTACT_EMAIL|DOCUMENT.SUM_WITH_VAT|PAYMENT.AVERAGE_PAYMENT_DAYS_AFTER_DEADLINE|PAYMENT.AVERAGE_PAYMENT_DAYS_AFTER_INVOICE_CREATED","groupBy":"DOCUMENT.CUSTOMER_ENTITY_ID"}

 

Makseviivitus hankijatele (arve kaupa)

 

JSON:

{"parameters":[{"rules":[{"tableName":"DOCUMENT_SEARCH_INDEX","fieldName":"YEAR","referenceType":"IN","value":"2026","filterName":""}],"index":0},{"rules":[{"tableName":"DOCUMENT","fieldName":"TYPE_CODE","referenceType":"IN","value":"DOCUMENT_BUY|DOCUMENT_POS_BUY","filterName":""}],"index":1},{"rules":[{"tableName":"PAYMENT","fieldName":"PAYMENT_DAYS_AFTER_DEADLINE","referenceType":"MORE_THAN","value":0,"filterName":""}],"index":2},{"rules":[{"tableName":"DOCUMENT","fieldName":"DEL_DATETIME","referenceType":"IS_NULL","value":null,"filterName":""}],"index":3}],"additionalColumns":"","storeParameters":"","outputLayout":"","limit":"","start":"","summaryRowField":"","groupByFinal":"","orderBy":"","orderByField":"","comparisonColumns":"","renderers":"","headerMapper":"","organisationIds":"","tables":"DOCUMENT|PAYMENT|ENTITY|DOCUMENT_SEARCH_INDEX","output":"DOCUMENT.CUSTOMER_ENTITY_ID|ENTITY.CONTACT_MOBILE|ENTITY.CONTACT_PHONE|ENTITY.CONTACT_EMAIL|DOCUMENT.ID|DOCUMENT.DATETIME|DOCUMENT.DEADLINE_DATE|DOCUMENT.SUM_WITH_VAT|PAYMENT.PAYMENT_DAYS_AFTER_DEADLINE|PAYMENT.PAYMENT_DAYS_AFTER_INVOICE_CREATED","groupBy":""} 

 

2.2 Lepingujärgne maksetähtaeg vs tegelik makseaeg

Antud aruandes arvutatakse keskmiselt (esimene) või arve põhjal (teine) tegelikku laekumisaega:

  • Eelviimane veerg näitab mitu päeva pärast arve koostamist makse tehti

 

Arvete maksetähtaeg vs tegelik laekumisaeg hankijatele

 

JSON:

{"parameters":[{"rules":[{"tableName":"DOCUMENT_SEARCH_INDEX","fieldName":"YEAR","referenceType":"IN","value":"2026","filterName":""}],"index":0},{"rules":[{"tableName":"DOCUMENT","fieldName":"DEL_DATETIME","referenceType":"IS_NULL","value":null,"filterName":""}],"index":1},{"rules":[{"tableName":"DOCUMENT","fieldName":"TYPE_CODE","referenceType":"IN","value":"DOCUMENT_POS_BUY|DOCUMENT_BUY","filterName":""}],"index":2}],"additionalColumns":"","storeParameters":"","outputLayout":"","limit":"","start":"","summaryRowField":"","groupByFinal":"","orderBy":"","orderByField":"","comparisonColumns":"","renderers":"","headerMapper":"","organisationIds":"","tables":"ENTITY|DOCUMENT|DOCUMENT_SEARCH_INDEX","output":"DOCUMENT.CUSTOMER_ENTITY_ID|ENTITY.DEADLINE_DAYS|DOCUMENT.ID|DOCUMENT.DATETIME|DOCUMENT.DEADLINE_DATE|DOCUMENT.SUM_WITH_VAT|DOCUMENT.DOCUMENT_FIRST_PAYMENT_DAYS_AVERAGE","groupBy":"DOCUMENT.CUSTOMER_ENTITY_ID"}

 

Arvete maksetähtaeg vs tegelik laekumisaeg hankijatele (arvete kaupa)

 

JSON:

{"parameters":[{"rules":[{"tableName":"DOCUMENT_SEARCH_INDEX","fieldName":"YEAR","referenceType":"IN","value":"2026","filterName":""}],"index":0},{"rules":[{"tableName":"DOCUMENT","fieldName":"DEL_DATETIME","referenceType":"IS_NULL","value":null,"filterName":""}],"index":1},{"rules":[{"tableName":"DOCUMENT","fieldName":"TYPE_CODE","referenceType":"IN","value":"DOCUMENT_POS_BUY|DOCUMENT_BUY","filterName":""}],"index":2}],"additionalColumns":"","storeParameters":"","outputLayout":"","limit":"","start":"","summaryRowField":"","groupByFinal":"","orderBy":"","orderByField":"","comparisonColumns":"","renderers":"","headerMapper":"","organisationIds":"","tables":"ENTITY|DOCUMENT|DOCUMENT_SEARCH_INDEX","output":"DOCUMENT.CUSTOMER_ENTITY_ID|ENTITY.DEADLINE_DAYS|DOCUMENT.ID|DOCUMENT.DATETIME|DOCUMENT.DEADLINE_DATE|DOCUMENT.SUM_WITH_VAT|DOCUMENT.DOCUMENT_FIRST_PAYMENT_DAYS_AVERAGE","groupBy":""} 

 

2.3 Hankijad, kellele maksame enneaegselt

Antud aruandes arvutatakse keskmiselt (esimene) või arve põhjal (teine) mitu päeva makstakse hankijatele enneaegselt:

  • Eelviimane veerg  näitab maksete laekumise erinevust võrreldes arve tähtajaga. (antud juhul on ainult negatiivsed) Ehk mitu päeva enne tähtaega maksti arve(d) ära
  • Viimane veerg näitab mitme päeva jooksul peale arve koostamist makstakse arve

 

Hankijad kellele maksame enneaegselt

JSON:

{"parameters":[{"rules":[{"tableName":"DOCUMENT_SEARCH_INDEX","fieldName":"YEAR","referenceType":"IN","value":"2026","filterName":""}],"index":0},{"rules":[{"tableName":"DOCUMENT","fieldName":"TYPE_CODE","referenceType":"IN","value":"DOCUMENT_BUY|DOCUMENT_POS_BUY","filterName":""}],"index":1},{"rules":[{"tableName":"PAYMENT","fieldName":"PAYMENT_DAYS_AFTER_DEADLINE","referenceType":"LESS_THAN","value":0,"filterName":""}],"index":2},{"rules":[{"tableName":"DOCUMENT","fieldName":"DEL_DATETIME","referenceType":"IS_NULL","value":null,"filterName":""}],"index":3}],"additionalColumns":"","storeParameters":"","outputLayout":"","limit":"","start":"","summaryRowField":"","groupByOnDBLevel":true,"groupByFinal":"","orderBy":"","orderByField":"","comparisonColumns":"","renderers":"","headerMapper":"","organisationIds":"","tables":"DOCUMENT|PAYMENT|ENTITY|DOCUMENT_SEARCH_INDEX","output":"DOCUMENT.CUSTOMER_ENTITY_ID|ENTITY.CONTACT_MOBILE|ENTITY.CONTACT_PHONE|ENTITY.CONTACT_EMAIL|DOCUMENT.SUM_WITH_VAT|PAYMENT.AVERAGE_PAYMENT_DAYS_AFTER_DEADLINE|PAYMENT.AVERAGE_PAYMENT_DAYS_AFTER_INVOICE_CREATED","groupBy":"DOCUMENT.CUSTOMER_ENTITY_ID"}

 

Hankijad kellele maksame enneaegselt (arve kaupa)

 

JSON:

{"parameters":[{"rules":[{"tableName":"DOCUMENT_SEARCH_INDEX","fieldName":"YEAR","referenceType":"IN","value":"2026","filterName":""}],"index":0},{"rules":[{"tableName":"DOCUMENT","fieldName":"TYPE_CODE","referenceType":"IN","value":"DOCUMENT_BUY|DOCUMENT_POS_BUY","filterName":""}],"index":1},{"rules":[{"tableName":"PAYMENT","fieldName":"PAYMENT_DAYS_AFTER_DEADLINE","referenceType":"LESS_THAN","value":0,"filterName":""}],"index":2},{"rules":[{"tableName":"DOCUMENT","fieldName":"DEL_DATETIME","referenceType":"IS_NULL","value":null,"filterName":""}],"index":3}],"additionalColumns":"","storeParameters":"","outputLayout":"","limit":"","start":"","summaryRowField":"","groupByFinal":"","orderBy":"","orderByField":"","comparisonColumns":"","renderers":"","headerMapper":"","organisationIds":"","tables":"DOCUMENT|PAYMENT|ENTITY|DOCUMENT_SEARCH_INDEX","output":"DOCUMENT.CUSTOMER_ENTITY_ID|ENTITY.CONTACT_MOBILE|ENTITY.CONTACT_PHONE|ENTITY.CONTACT_EMAIL|DOCUMENT.ID|DOCUMENT.DATETIME|DOCUMENT.DEADLINE_DATE|DOCUMENT.SUM_WITH_VAT|PAYMENT.PAYMENT_DAYS_AFTER_DEADLINE|PAYMENT.PAYMENT_DAYS_AFTER_INVOICE_CREATED","groupBy":""}

 

Aruannete lisamine

Kui soovite lisada aruande(d) teie ERPLY Booksi, siis tuleb:

    1. Kopeerida teid huvitava aruande JSONi (mis asub iga aruande juures)
    2. Otsida pealehelt “Parameters for Report Generator Saved Reports”.
    3. Vajutada “+ Lisa” uue rea lisamiseks
    4. “Nimi” lahtrisse võib panna enda soovitud või siis meie näidetes kasutatud nime
    5. “Väärtus” lahtrisse kleepida JSONi
    6. Vajadusel lisage ka “Tüüp” lahtrisse (sama tüübi aruanded asuvad “Tüübi” rubriigi all)
    7. Salvestage aruande ära

Kui aruanne on salvestatud , siis uuendage leht (refresh) ja seejärel avage “Aruanded” -> “Aruandegenraator” -> “Salvestatud aruanded”.

 

Aruannete muutmine

Aruannete lisamisel saate vajadusel muuta ka aruande fitreid. Praegu kasutavad kõik aruanded 2026 a. andmeid (mida saab samuti vajadusel muuta). Uue filtri lisamiseks vajutage “Lisa filter” nuppu.

 

Muudetud aruannete salvestamisel on teil kaks võimalust:

  1. Otsi → Salvesta aruanne (nime muutmata) – muudatused salvestatakse olemasoleva aruande peale.
  2. Otsi → Salvesta aruanne (uue nimega) – muudatused salvestatakse uue aruandena ning originaal jääb eraldi alles.