Invoice report - Customer Lookup Words tab

Topic overview

The Invoice report - Customer Lookup Words tab provides the ability to filter the invoices included or excluded in the report based on lookup words associated with the customer. The customer lookup words filters are only applied when the Select Customer - List Invoices for All Customers (or by lookup word) check box on the Advanced tab is checked. You can use the include (using the OR statement) and exclude (using the AND statement) choices in conjunction with each other to further refine the criteria used to generate your report. The Customer Lookup Words tab is shown in Figure 1.

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Figure 1: The Lookup Words tab

See also: Lookup Words for information on the use and function of the common Lookup Word control.


The additional options and features on the tab are detailed in Table 1.

Item

Function and/or Purpose

Selection Criteria
  1. Must have all Lookup Words (AND)

    This criteria option instructs the report to include only those invoices that have all of the customer lookup words in the Attached Words list assigned to them.

    This is referred to as a logical AND selection criteria.
 
  1. Must have one or more Lookup Words (OR)

    This criteria option instructs the report to include only those Invoices that one or more of the customer lookup words in the Attached Words list assigned to them.

    This is referred to as a logical OR selection criteria.

Table 1: The Invoice Lookup Words tab options and features

These selection criteria apply to both the Include and Exclude sub-tabs.


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