You are here: Main Menu > 7. Ledger Menu > 9. Margin Reports > A. Custom Margin Report Formatting

Custom Margin Report Formatting

The Custom Margin Report Formatting option allows the user to create up to 999 different custom gross margin reports, based on any three combinations of broker, category manager, customer class, customer chain, customers, item class, item subclass, items, region, route, sales category, and sales rep. The custom margin reports are used to enhance the gross margin reports that already exist in the system. They give the user the ability to look at sales and margin using different formats and additional calculations.

Available Actions

Using

Adding

Changing

Printing

Voiding

Custom Margin Report Formatting Fields

Report Ref	The three character report reference number.
Like Another (Y/N)	A Yes (Y=yes)/No (N=no) flag indicating whether the report is a copy of an existing report definition.
End of Day (Y/N)	A Yes (Y=yes)/No(N=no) flag indicating whether the report will be run during End of Day.
Report Name 1	The name of the report.
Report Name 2	A second name field for the report.
Primary Key	First level sort characteristic. Available primary keys are: B= Broker, Y=Category Manager, L=Customer Class, H=Customer Chain, C=Customers, M=Item Class, V=Item subclass, I=Items, G=Region, R=Route, T=Sales Category, S=Sales Rep.
Scope	The scope of the first level sort characteristic (primary key): one, several, or all or the mask for the customer or item.
Secondary Key	Second level sort characteristic. Available secondary keys are: N=None, B=Broker, Y=Category Manager, L=Customer Class, H=Customer Chain, C=Customers, M=Item Class, V=Item Subclass, I=Items, G=Region, R=Route, T=Sales Category, S=Sales Rep.
Scope	The scope of the second level sort characteristic (secondary key): one, several or all or the mask for the customer or item. This option appears only if the secondary key is not set to "None".
Tertiary Key	Third level sort characteristic. Available tertiary keys are: N=None, B=Broker, Y=Category Manager, L=Customer Class, H=Customer Chain, C=Customers, M=Item Class,V=Item Subclass, I=Items, G=Region, R=Route,T=Sales Category, S=Sales Rep.
Scope	The scope of the third level sort characteristic (tertiary key): one, several, or all or the mask for the customer of item. This option appears only if the secondary key is not set to "None".
Inc Item Type	Include item type: A=All, F=Product Only, O=Other.
Suppress Prd Hdr	Print the beginning and ending dates of the column above the column header lines.
Updated	The date the report was last changed.
By	The person who last changed the report.
Header	Column header text line 1. This field must not be blank.
Header	Column header text line 2.
Header	Column header text line 3.
Content	The content of the column. Available column contents are: ENTER FORMULA, B=Budget, C=Cost $, F=Sales $ - Prod, O=Sales $ - Other, D=Sales $ - Both, Q=Quantity.
Based On	P=Relative to Last Period This Year, X=Relative to Last Period This Year, C=Current Year, L=Last Year.
Periods From-To	The starting and ending period to include from this period 01 to this period 12 and year-to-date.
P	The decimal precision of the column. 2=Two decimals, 1=One decimal, 0=No decimals, D=Tens, H=Hundreds, T=Thousands.
AD	Sort the column, A=Ascending order, D=Descending order, N/A= Do Not Sort.
Limit	N=None, A=Amount (only if above amount entered), C=Count (report up to this number found).

Security Required : System - Profit Margin