AutoCount Historical Outstanding DO Listing Plugin User Guide
What Is AutoCount Historical Outstanding DO Listing Plugin?
The AutoCount Historical Outstanding DO Listing Plugin shows the Delivery Order details that were outstanding at a selected cut-off date. It is useful for companies that need to know which delivered goods had not yet been invoiced at month end or year end, even after those delivery orders have since been billed.
Why Use AutoCount Historical Outstanding DO Listing Plugin?
A normal outstanding listing shows only what is outstanding today, but closing and audit work often needs the position as at a past date. The Historical Outstanding DO Listing Plugin helps businesses:
See outstanding delivery orders as at any date
Support month-end and year-end closing
Answer audit queries quickly
Analyse outstanding deliveries by customer, agent or item
This is particularly important for businesses that issue delivery orders before invoicing.
Key Features of AutoCount Pain Tracker Plugin
Cut-Off Date Reporting
Show outstanding Delivery Order quantities and values as at any selected date.
Flexible Filters
Filter by document, area, debtor, sales agent, currency, project, item, location and batch.
Grouping and Sorting
Group the result by debtor, area, agent, currency, date, month, year, item, location or project.
Preview, Print, Export and Design
Output the report in the required format and customise its layout in the report designer.
Who Should Use AutoCount Pain Tracker Plugin?
Accounts Teams Doing Month-End Closing
Helps physiotherapists record customer pain areas, treatment notes, and progress history for each session.
Businesses Preparing for Audit
Allows TCM centres to keep clearer customer treatment records, pain points, and follow-up notes in one place.
Sales and Operations Managers
Helps massage centres record customer pain areas and previous session remarks for better follow-up service.
Trading and Distribution Businesses
Helps businesses that deliver goods before invoicing keep track of what has been delivered but is still outstanding.
How AutoCount Historical Outstanding DO Listing Plugin Works
A. Access Rights
An administrator assigns access rights in AutoCount before a user can open or output the Historical
Outstanding Delivery Order Detail Listing.
1. Open Access Rights and expand SL Plug-Ins > Historical Outstanding DO Listing.
2. Assign Show and Open Historical Outstanding Delivery Order Detail Listing to users who need to run
the inquiry.
3. Assign Preview, Print, and Export Historical Outstanding Delivery Order Detail Listing only when the
user needs the related output action.
4. Save the access-right changes. Without Show access, the listing is not available to the user.
B. Run Historical Outstanding Delivery Order Detail Listing
This listing shows Delivery Order detail outstanding at the selected cut-off date. The Cut-Off Date is
required and defaults to the current date.
B.1 Set basic filters
1. Open Historical Outstanding DO Listing > Historical Outstanding Delivery Order Detail Listing.
2. Set Cut-Off Date to the date for which outstanding quantities and values are required.
3. Use Document No to limit the result to selected Delivery Orders.
4. Use Area to limit the result to the selected areas.
5. Choose Group By and Sort By. Grouping is available by None, Debtor Code, Area, Agent,
Currency Code, Doc Date, Month, Year, Item Code, Location, or Proj No.
6. Select Show criteria on report when the chosen filters must be printed on the report.
B.2 Set more filter options
5. Click More Options.
6. On Master Filter, select Debtor, Sales Agent, Currency Code, or Project No as needed.
7. On Detail Filter, select Item, Location, or Batch No as needed.
8. Click OK to apply the additional filters.
C. Preview Print or Export the Report
Preview, Print, and Export are available only when the corresponding access rights are granted.
9. After running Inquiry, click Preview to view the Historical Outstanding Delivery Order Detail Listing
report.
10. Click Print to send the report to the configured printer.
11. Use the report export action to create an output file in the required format.
12. Check Show criteria on report before previewing or printing when the report must include the selected
cut-off date, filters, grouping, and sorting.
D. Design the Report
The Report menu shows Design Historical Outstanding Delivery Order Detail Listing Report only to users
who have the report-design access right.
13. Open the listing screen and select Report > Design Historical Outstanding Delivery Order Detail
Listing Report.
14. Make the required layout changes in the report designer.
15. Save the report design and run Inquiry followed by Preview to review the result.
Benefits of Using the Historical Outstanding DO Listing Plugin
Elevated Client Care
Access to full health records before each session allows for personalized, informed treatment, directly addressing the client’s evolving needs.
Operational Excellence
Streamlines documentation, reduces administrative errors, and frees up valuable staff time, boosting overall clinic efficiency.
Data-Driven Decisions
The accumulated data on treatment effectiveness provides insights to optimize service offerings and practitioner training.
Enhanced Compliance & Professionalism
Maintains audit-ready, standardized records for every client, which is crucial for professional standards and potential insurance requirements.
Conclusion
The AutoCount Historical Outstanding DO Listing Plugin gives businesses a dependable way to see outstanding delivery orders as at any cut-off date. With flexible filters, grouping and report output, it saves time at closing and makes audit questions easier to answer.
Frequently Asked Questions
What does the Historical Outstanding DO Listing Plugin do?
It generates detail listings of unbilled or un-invoiced Delivery Orders outstanding as of any selected cut-off date.
Why should I use the Historical Outstanding DO Listing Plugin?
It provides retroactive visibility into past unbilled delivery orders, supports flexible audit reconciliations, and simplifies delivery tracking across multiple dimensions.
How do I generate an outstanding delivery order listing?
Open Historical Outstanding DO Listing > Historical Outstanding Delivery Order Detail Listing, set your Cut-Off Date, apply the required filters, and click Inquiry.
What filter options are available?
You can filter by Cut-Off Date, Document No, and Area, or use More Options to filter by Debtor, Sales Agent, Currency Code, Project No, Item Code, Location, and Batch No.
Can I customize how the report groups and sorts records?
Yes, use the Group By and Sort By dropdowns to group data by Debtor Code, Area, Agent, Currency Code, Doc Date, Month, Year, Item Code, Location, or Project No.
Can I customize the printed report layout?
Yes, users with report design access can go to Report > Design Historical Outstanding Delivery Order Detail Listing Report to modify and save custom report formats.
Start Tracking Your Historical Outstanding Delivery Orders Today!
This plugin enables us to evaluate unbilled delivery orders based on any historical cut-off date, verify open item quantities and values, and maintain precise fulfillment records. We can efficiently streamline debtor audits, generate customized multi-level group listings, and ensure accurate sales reporting through built-in layout design and access control.