This printout shows tasks linked to sales orders in Sapera. The printout is retrieved via the print menu in the task/sales order overview under "Sales", where you fill in the criteria below and select format (PDF or Excel). See print dialog.
Limit the printout to one or more organizational units. If the field is left empty, all are included.
Limit the printout to tasks assigned to specific users. Multiple users are separated by commas.
Limit the printout to tasks for specific customers. Multiple customers are separated by commas.
Earliest date included. If the field is left empty, there is no lower limit.
Latest date included. Together with "From date", the printout is narrowed down to a date interval.
Limit the printout to specific sales order types. Multiple types are separated by commas.
Limit the printout to specific task types. Multiple types are separated by commas.
Selects which tasks are included in the printout.
Choose whether only tasks that are assigned to a user should be included.
In addition to the filters shown in the print dialog, the printout has one setting that controls its behaviour and can be adjusted by support per company. If you want it changed, contact support and refer to the setting below. The technical name is shown in parentheses.
Limit to the current accounting set, or include across accounting sets (filteronmeta)
Want to know more?
Read more in these related articles:
Tasks
Complete guide to Tasks in Sapera: creating and editing tasks, the Work log tab, the Attachments tab, recurrence, the Task information side panel, Calendar and integration with sales orders.
