Generic Reports Setup

Purpose

Generic Reports Setup provides centralized management of document titles used throughout sales and purchasing reports.

The setup page enables organizations to standardize document terminology while maintaining flexibility to align document titles with internal business practices, contractual requirements, customer expectations, localization requirements, and regulatory reporting standards.

Changes made in Generic Reports Setup are automatically reflected in supported sales and purchasing documents without requiring report layout modifications.

Purchase Document Titles

The following purchasing document titles can be configured:

• Purchase Quote
• Purchase Order
• Purchase Blanket Order
• Purchase Invoice
• Purchase Receipt
• Purchase Return Order
• Purchase Return Shipment
• Purchase Credit Memo

Example

Standard Title	Custom Title
Purchase Quote	Request for Quotation
Purchase Order	Purchase Order
Purchase Invoice	Purchase Tax Invoice
Purchase Receipt	Goods Received Note

Sales Document Titles

The following sales document titles can be configured:

• Sales Quote
• Sales Order
• Sales Pro Forma Invoice
• Sales Draft Invoice
• Sales Invoice
• Sales Shipment
• Sales Return Order
• Sales Credit Memo

Example

Standard Title	Custom Title
Sales Quote	Sales Quotation
Sales Order	Sales Order Confirmation
Sales Invoice	Sales Tax Invoice
Sales Shipment	Sales Delivery Note

Business Benefits

Generic Reports Setup helps organizations:

• Standardize document terminology.
• Align report naming with company policies.
• Support localization and regulatory requirements.
• Reduce report customization effort.
• Simplify report administration.
• Maintain consistency across sales and purchasing documents.

Recommendations

Review all configured document titles before distributing customer-facing or vendor-facing documents to ensure consistency across the organization.

Screenshot

Generic Reports Setup page showing configurable document titles for sales and purchasing documents.